Posts Tagged ‘Financial Planning’
TriDelta Private Wealth – Canadian Wealth Wisdom
What’s New Stay up to date with TriDelta Maximizing Your CPP & OAS Advisor and Portfolio Manager, Kyle Taylor provides an overview of CPP, OAS, and strategies for maximizing your retirement benefits while minimizing tax. https://www.tridelta.ca/wp-content/uploads/2024/07/Maximizing-Your-CPP-OAS.mp3 Why TriDelta Ted Rechtshaffen and Kyle Taylor sit down to discuss the founding of TriDelta Private Wealth and what…
Read MoreFINANCIAL FACELIFT: Do Larry and Brandy, 64, need to sell their home or cottage to afford retirement?
Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our Portfolio Manager & Senior Financial Planner, Matthew Ardrey,…
Read MoreFINANCIAL FACELIFT: How should Hank, 69, and Caroline, 64, turn their savings into income?
Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our Portfolio Manager & Senior Financial Planner, Matthew Ardrey,…
Read MoreTriDelta Private Wealth Webinar – Six Ideas for Tax Smart Investing – April 16th, 2024
In case you missed our April 16th webinar, you can view the recording of the presentation below. A 1-year GIC paying 5% held in a taxable investment account for a high-income Ontario resident produces only a 2.3% return after taxes. What if you could get a similar pre-tax return but a higher after-tax return to…
Read MoreBNN Bloomberg, Your Money Month, Feb 7, 2024 – Ted Joins BNN Bloomberg to Discuss TriDelta’s 2024 Canadian Retirement Income Guide
Ted joins BNN Bloomberg to discuss TriDelta’s 2024 Canadian Retirement Income Guide February is Your Money Month at BNN Bloomberg, putting a spotlight on how to better manage your finances. From repaying debt to rebalancing your portfolio to wills and estate planning to inflation-proofing your retirement fund. Ted Rechtshaffen, president, CEO, and portfolio manager at…
Read MoreFINANCIAL FACELIFT: How should David, 56, and Greta, 55, manage their investments in retirement?
Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our Portfolio Manager & Senior Financial Planner, Matthew Ardrey,…
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