Articles
Buying Low: Investing Strategy in Frothy Times (from the Globe and Mail)
When stock markets have risen significantly, often some of the best investing opportunities is in the sectors that have been unloved and overlooked. Lorne Zeiler, Portfolio Manager and Wealth Advisor at TriDelta Investment Counsel was one of three portfolio managers asked where to look for value investments today by Globe and Mail reporter Joel Schlesinger…
Read MoreThe golden opportunity of a pension windfall might be slipping away as interest rates rise
You have been told time and again that you are one of the lucky ones. You have a defined benefit pension — meaning that when you retire you will get a fixed monthly payment for as long as you live. I agree you are one of the lucky ones, but not exactly for the reason…
Read MoreWhere to Invest Your RRSP Contributions
Lorne Zeiler, VP and Portfolio Manager at TriDelta Financial and Investment Counsel was the guest on BNN’s The Street on February 13th to discuss RRSP Investing, TFSAs and where to invest your RRSP contribution. Click here to watch the interview. Written By: Lorne Zeiler, MBA, CFA VP, Wealth Advisor lorne@tridelta.ca 416-733-3292 x225
Read MoreFINANCIAL FACELIFT: At start of big earning years, couple face lack of retirement savings
Below you will find a real life case study of a couple who are looking for financial advice on when they can retire and how best to arrange their financial affairs. The names and details of their personal lives have been changed to protect their identities. The Globe and Mail often seeks the advice of…
Read MoreWhat is a Locked-in Retirement Account (LIRA)?
LIRAs are registered accounts that are funded with assets from a pension plan. These types of accounts are very similar to the RRSP but with some significant restrictions. Recently I was quoted in an article written by Jon Chevreau for the National Post. about LIRAs. As I am finding that more and more of my…
Read MoreWhat you need to know about the new mortgage rules
On October 3rd , the federal government announced new mortgage requirements, which are designed to dampen the housing price euphoria. Getting a mortgage approved at a great rate or maximizing the value of your real estate could both be impacted by these changes. At TriDelta, we are able to help you or your children with getting…
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