In This Issue: Grow your Net Worth
Strategy #1: Your Mortgage
Strategy #2: Your Estate
Strategy #3: Your Savings
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Question #1
Is Canada Pension Plan guaranteed for all seniors in Canada?
  
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Contact Information
TriDelta Financial Partners

Phone: (416) 512-8338
Email: partnership@tridelta.ca
Website: www.tridelta.ca

Our Locations:
- North York
- Mississagua
- Thornhill
- Oakville
In our last newsletter we highlighted a number of ways to build your net worth today. We received a great deal of feedback asking for more information. As a result, in this issue we will provide more detail on 3 specific opportunities.

I hope that you find this of interest. If you would like to discuss any of these issues further, please send me an e-mail or give me a call at 416-512-8338.

Best regards,
Ted Rechtshaffen
Grow your Net Worth - Strategy #1: Your Mortgage

We are currently able to offer mortgage rates as low as 3.99% on a fixed 5 year term or 3.50% (Prime – 1%) on a variable rate mortgage. These rates create significant opportunities for anyone with a mortgage that is currently at 4.5% or higher. By refinancing your mortgage, we might be able to save you several thousand dollars over the remaining term of your mortgage. To determine if this might make sense for you, please check our simple calculator.

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Grow your Net Worth - Strategy #2: Your Estate

We have developed a virtually no risk investment strategy that will deliver annualized after-tax returns in the 15%+ range in cases where an individual lives to full life expectancy. On a pre-tax basis, this would be the equivalent to 20%+ returns. Read more to find out if you might be among the specific groups that can take advantage of this strategy.

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Grow your Net Worth - Strategy #3: Your Savings

The TD Canadian Money Market 'A' fund, has almost $5 billion in assets. This Money Market fund returned 1.3% to unitholders over the past year to July 31, 2005. If this $5 billion was in an ING savings account at 2.4% (no fees, just as easy to move money in and out as the TD Money Market fund), clients would hold an additional $55 million instead of TD Bank. Read more to see how we can help you get set up with ING, so you can save more money.

[read the whole article]