Podcasts
Market Update Q2 2024
Kyle Taylor and Paul Simon will talk about the latest market trends, what they are monitoring, and the actions TriDelta is implementing in their clients’ investment portfolios.
Read MoreMarket Update Q1 2024
Cameron Winser and Kyle Taylor talk about the latest market trends and what TriDelta is monitoring, along with the steps they are taking in their growth and equity strategies.
Read MoreFinancial Facelift with Matt Ardrey – Meet David & Greta
Originally published in the Globe & Mail February 2nd, 2024, Matt Ardrey discusses the real financial plan he developed for David and Greta. Matt answers several important questions such as: When David and Greta should begin CPP and OAS? How can they build a retirement “paycheque” to support themselves and achieve their goals?
Read MoreFinancial Facelift with Matt Ardrey – Meet Margaret & Norman
Originally published in the Globe & Mail December 8th, 2023, Matt Ardrey discusses the real financial plan he developed for Margaret and Norman. Matt answers several important questions such as: Can Norman retire now? Can they help their two adult children without jeopardizing their own retirement plans?
Read MorePlanning for Retirement as a Single Parent
Michelle Hung discusses a real planning scenario and the challenges facing single parents looking to retire and help their kids.
Read MoreTransitioning to Retirement as a High Income Professional
Brad Mol discusses a real planning scenario on how a high-income professional can transition into retirement and meet their spending goals while saving on tax.
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