In This Issue:
TriDelta Financial Partners grows again with CIBC banking veteran, Claire Corrie
The Best Life Insurance Rates at the Click of a Button
Is Your Retirement in Jeopardy?
Fast Facts
Life expectancy for a newborn Canadian Male is 78
Life expectancy for a newborn Canadian Female is 82
As a general rule of thumb, you should have Life Insurance coverage of 10x annual gross income
Waiting until you are older to establish Life Insurance can be very costly. If permanent coverage is deferred from age 40 to 50 - assuming health has not changed, the annual costs will double. Up to life expectancy this would result in 50% more dollars spent for 10 years less coverage.
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Contact Information
Ted Rechtshaffen
President & CEO

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

Our Locations:
- North York
- Mississauga
- Thornhill
- Oakville
Security and Protection for Life

Dear Reader,

The past month has been very productive for TriDelta Financial Partners. Claire Corrie joined the team as Director of Administration, after many years with CIBC, TriDelta was featured in a short article in the Globe & Mail, and we launched our new free Online Life Insurance quote system. The quote system is important as we have found great opportunities to help our clients through improving their risk management needs. Many clients are in overpriced insurance, or with their flexible benefits at work, have accidentally built overlapping and inefficient coverage. Through a free Insurance strategy review, we can discuss your personal situation and put together a solution to protect you and your family in a cost efficient way. TriDelta Insurance Solutions offers access to virtually all companies for life, critical illness and disability for both individuals and corporations.

As always, please feel free to contact me for your investment, insurance, mortgage or financial planning needs.

All the best,
Ted Rechtshaffen
TriDelta Financial Partners grows again with CIBC banking veteran, Claire Corrie

We are pleased to announce that Claire Corrie has joined the TriDelta Financial Partners team as Director of Administration. Claire has spent many years at CIBC where she was a well known and respected part of the Imperial Service Financial Planning division.

Claire made the move to TriDelta Financial Partners largely because of the greater opportunities to serve clients
Anton Tucker, Claire Corrie and Ted Rechtshaffen outside the Oakville Office
better. “While I enjoyed my many years at CIBC, TriDelta provided the opportunity to be a part of a growing trend of innovative financial planners that take the client partnership to a new level. We really do look at the whole picture and present solutions from some of the very best companies, whether it’s a mortgage, investments, insurance, estate planning or high interest savings accounts.”

Claire will be the key administrative contact for clients and can be reached by e-mail at claire@tridelta.ca or by phone at 905-901-3429.
The Best Life Insurance Rates at the Click of a Button

What if there was an easy way to instantly find out exactly what you would pay for life insurance coverage at the click of a button? What if there was a way to see every insurance company ranked by premiums from least expensive down to most expensive? The good news is that now this technology and service is available free through the tridelta.ca website. The best news is that rather than being a generic dot com site, with an e-mail or phone call, we can provide you with personal solutions from our Insurance professionals.

[read the whole article]    [get a quote now!]
Is Your Retirement in Jeopardy?

For many Canadians, contributing regularly to a well managed Registered Retirement Savings Plan (RRSP) is all the effort that is made to ensure a timely and comfortable retirement. There may, however, be devastating consequences to overlooking the protection of that hard earned RRSP. Surprisingly to many, it is not poor investment choices that can ravage an RRSP, but rather, the occurrences of everyday life, if you are not prepared. To find out how your retirement plans can be protected, read on.

[read the whole article]