Articles
Major changes to the Ontario Disability Support program
The Ontario disability support program (ODSP), the income benefit for adult Ontarians with a disability, aged 18 years to 65, was introduced in 1998. The ODSP benefit replaced the old Family Benefits Allowance (FBA) which had been in place for a number of years, however on September 1 2017 the ODSP will undergo a number…
Read MoreFINANCIAL FACELIFT: New worlds to explore for couple eyeing retirement
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 MoreFINANCIAL FACELIFT: How can this couple make sure they’re prepared for retirement?
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 MoreFINANCIAL FACELIFT: The mortgage is paid, income is good but budgeting is hit-and-miss
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 MoreTips for lowering taxes on investments (from the Globe and Mail)
How can investors reduce taxes on investments? TriDelta Financial’s Lorne Zeiler, Portfolio Manager and Wealth Advisor was one of two wealth management professionals interviewed by Globe and Mail reporter Terry Cain to answer this very question (article printed on March 1, 2017). It’s an old saying but it still holds true – nothing is certain…
Read MoreBuying 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…
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