Articles

TriDelta Webinar for Professional Corporations – May 14, 2020

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This Webinar is focused on those with a Professional Corporation. It will feature ideas and new opportunities that we see in 2020 and in a post COVID-19 world.

We will hear the best advice from a Lawyer, Accountant, Actuary and TriDelta Wealth and Planning specialists, all who work closely with Professional Corporations.

Learn about:

• How to best make use of current Government initiatives related to COVID-19
• Unique ways to draw funds out of Corporations tax free
• Unique ways to invest within your Corporation to reduce volatility and tax
• Post COVID-19 legal issues to watch out for
• Individual Pension plans (IPP) and why more Professional Corporations are using them today

Hear from these experts who all work closely with Professional Corporations:

Fraser Lang, CFP, CLU, CHS, Senior Vice President Sales & Business Development at GLB; is dedicated to strengthening the brand of GBL as a market leader in IPPs, RCAs, FMV of Insurance, and other strategies. Fraser has 20 plus years of experience in the financial services industry.

Greg Loskutov, CPA, CA, LPA principal at Omega Squared Professional Corporation; a full service accounting practice that focuses on providing accounting, taxation and advisory services to entrepreneurs and small businesses with a focus in medical professionals. Greg has 15 years of experience.

Michael E.B. Taing, BBA., LL.B is the managing lawyer for Healthcare Professionals and practices in the Corporate/Commercial and Real Estate divisions at Hummingbird Lawyers LLP.

Asher Tward, VP Estate Planning, TriDelta Financial. Asher runs the Estate Planning group at TriDelta, where he specializes in Planning and maximizing tax efficiencies across an individuals’ Corporation and Personal financial landscape.

Hosted by:
Ted Rechtshaffen, CFP, CIM, MBA, President and CEO, TriDelta Financial.

TriDelta Webinar: Estate Planning Decisions – May 7, 2020

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This Webinar will cover:

  • Making the biggest impact that you can to those you care about
  • How to sort through the tricky issues of stepfamilies and second marriages
  • The smartest ways to leave money to family and charity for the future
  • The smartest ways to leave money to family and charity this year
  • How to use Corporate assets most effectively
  • How to avoid creating family friction around the will and estate

Hear from:

Ted Rechtshaffen, President and CEO, TriDelta Financial
Asher Tward, VP Estate Planning, TriDelta Financial

 

TriDelta Financial Webinar: Real Estate Update – April 20, 2020

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In this Webinar, leaders in Canadian Real Estate and TriDelta Portfolio Managers will cover:

  • The short term and long term impacts of COVID-19 on Real Estate
  • How did real estate react in 2008 and will it be different this time?
  • Opportunities for your investment portfolio, your home and/or investment property
  • Broader stock, bond and preferred share – Investment market update, what are we doing today

Hear from:

Corrado Russo, CFA, MBA, Senior Managing Director, Investments & Global Head of Securities, Timbercreek – The firm manages $2 billion in Global Real Estate Securities
Nick Kyprianou, Director,President and CEO, RiverRock Mortgage Investment Corporation – 30 years’ experience as a Canadian Leader in the Mortgage Industry
Cam Winser, CFA, SVP, Equities, TriDelta Financial
Paul Simon, CFA, VP, Fixed Income, TriDelta Financial

Hosted by Ted Rechtshaffen, CFP, CIM, MBA, President and CEO, TriDelta Financial

Real Estate Update

TriDelta Financial Webinar: What key opportunities are we acting on today – April 6, 2020

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We will discuss:

  • Is the market bottom behind us?
  • A great stock to own today
  • A great preferred share to own today
  • Opportunities Private Debt managers see in this market
  • A rare opportunity today for those with a Defined Benefit pension

Hear from:

Alternative Income Update: Lorne Zeiler, CFA, MBA, SVP, Portfolio Manager
New Opportunities for Bridging Income in tighter lending markets: David Sharpe, LLB, LLM, MBA, CEO, Bridging Finance Inc.
Stock Market Update: Cam Winser, CFA, SVP, Equities
Bond and Credit Update: Paul Simon, CFA, VP, Fixed Income
Pension and Borrowing Opportunities Ted Rechtshaffen, CFP, CIM, MBA, President and CEO

TriDelta Financial Webinar: State of the Investment Markets Today – March 23, 2020

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We will discuss:

  • How investments have been performing
  • Update on our view forward
  • Examples of investments for the long term
  • Q and A opportunity

Hear from:

Alternative Income Update: Lorne Zeiler, CFA, MBA, SVP, Portfolio Manager
Stock Market Update: Cam Winser, CFA, SVP, Equities
Bond and Credit Update: Paul Simon, CFA, VP, Fixed Income
Update on RRIF and Tax changes from Government: Ted Rechtshaffen, CFP, CIM, MBA, President and CEO

TriDelta Financial Webinar: Alternative Investments and The New TriDelta Alternative Performance Fund – November 28, 2019

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This webinar included two of the top CEO’s in the Canadian Alternative Investment Industry – David Sharpe, CEO, Bridging Finance and Allison Taylor, CEO and Portfolio Manager, Invico Capital Corporation.

It was hosted by Ted Rechtshaffen, President and CEO, TriDelta Financial.

Topics included:

  • Why wealthy Canadians are increasingly investing in Alternative Investments.
  • About top Alternative Investment strategies.
  • About TriDelta’s new Alternative Performance Fund launching in January.
  • Why these investments are not meaningfully correlated to stock markets and are a great portfolio diversifier.
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