A compilation of our perspectives and predictions in various formats, from published articles to quarterly reports, webinars and case studies. 

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TriDelta Financial Webinar – 5 Top Financial Ideas for High Net Worth Canadians – November 3, 2022

Since 2005, TriDelta Financial has been working with high net worth Canadians. In that time we have developed a deep understanding of the burning questions that can keep high net worth Canadians up at night. We generally view high net worth Canadian households as those with a net worth over $3 million. We cover tax…

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TriDelta Financial Webinar – Investing in Real Estate – Hear From the Experts – April 20, 2022

Real estate is a hot topic frequently discussed in the media and in conversation. Will the price of my home continue to rise? How will rising interest rates influence the market? What sectors of real estate are poised to outperform? TriDelta is pleased to welcome 3 leading industry experts in Real Estate who will share…

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TriDelta Financial Webinar – TriDelta’s Up to the Minute Investment Thinking – February 17, 2022

As the world turns, the conversation has meaningfully switched from the Covid-19 reopening to other areas of the market. In this webinar, you will hear about the investment impact of: • Rising interest rates • Rising inflation • Global markets vs. North America • Trouble in the Ukraine We will speak to what TriDelta sees…

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TriDelta Financial Webinar – 12 Questions with Stephen Poloz, former Governor of the Bank of Canada – January 14, 2021

As a new year is upon us, it is important to get a handle from the experts on key issues. It is TriDelta’s pleasure to present Stephen Poloz, Special Advisor at Osler, Hoskin & Harcourt LLP and former Governor of the Bank of Canada from June 2013 to June 2020. Stephen will join us to…

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TriDelta Financial Webinar – How U.S. Elections, Global Trade and COVID-19 are changing the investing landscape – October 5, 2020

The World is changing fast, and that will impact how we make investments. In this webinar we will hear from Angelo Katsoras, Geopolitical Analyst with National Bank of Canada. Mr. Katsoras brings 20 years of experience, along with the insights of the entire National Bank Economics team. He will help explain how the impact of…

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TriDelta Webinar – COVID answers from a Professor of Infectious Diseases, and why we are more cautious about markets – July 23rd, 2020

There is a huge amount of information out there about COVID-19. Yet clear answers are hard to find. In this TriDelta Webinar, we will get your biggest questions answered by Dr. Robyn Harrison, Clinical Professor, Division of Infectious Diseases in the Department of Medicine at the University of Alberta.

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TriDelta Webinar – Investing for today and why to include private credit in your portfolio – June 8, 2020

In this webinar, you will learn about: A unique high income, low tax solution for non-registered and corporate accounts How to generate steady yields of 7%+ in a low interest rate environment An update on the TriDelta Alternative Performance Fund Getting access to institutional investments as a retail investor Reducing your reliance on highly volatile…

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TriDelta Webinar for Professional Corporations – May 14, 2020

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: •…

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TriDelta Webinar: Estate Planning Decisions – May 7, 2020

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…

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

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…

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

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…

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Hear a recording of today’s (March 12th) TriDelta Investment Conference Call

After markets closed today, TriDelta Financial did an investment conference call to outline what we were doing heading into 2020, what signs we are looking for today to reinvest some funds, and what we might be investing in. You will hear from: Ted Rechtshaffen, MBA, CIM, CFP, President and CEO Cameron Winser, CFA, Senior VP,…

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