TriDelta Insight Q3 Commentary
All Time Highs
Market Overview In a year which has seen continued armed conflicts and the fraying of decades long trade relationships, investors have been able to use the words “all-time highs” more frequently than most would have expected just a short time ago. Seemingly everything ended September at all-time highs as stock and bond markets demonstrated an…
Read MoreToronto Star Article: Who gets the cottage? Steps you need to take to keep your little piece of heaven in the family
With summer slowly winding down and another great year of memories behind you, have you thought about how you are going to keep the cottage in the family? Or perhaps it is time to sell the cottage? My thoughts on these questions and more in this recent article I was quoted in the Toronto Star. …
Read MoreMaximizing your RESP and Back to School Shopping Amid Rising Prices
August 28th, 2025 by Kyle Taylor, Wealth Advisor and Portfolio Manager Back to school means the return to routine for parents and children but also highlights the growing costs of modern parenthood. According to the Retail Council of Canada, parents spend on average, $600 to $750 per child on back to school shopping, up from $500…
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.
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