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Strategies for Income Trust Investors |
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Why You Need a Power of Attorney |
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Tremendous Investment Returns |
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TriDelta Mortgage Specials |
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Best Insurance Rates |
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| Contact Information |
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Ted Rechtshaffen
President & CEO
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Tremendous Investment Returns with TriDelta Partners
to October 31, 2006
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1 Year |
3 Year |
5 Year |
| Total Equity: |
18.1% |
18.1% |
13.0% |
| Small Cap Equity: |
18.7% |
22.6% |
17.0% |
| Balanced: |
13.3% |
13.4% |
10.8% |
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| To find out more about investing through TriDelta, please contact us. |
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| TriDelta Mortgage Specials |
5 Year Fixed Mortgage - 4.95%
(if you have a $500,000+ balance)
5 Year Fixed Mortgage - 5.00%
(if you have a $350,000 - $500,000 balance)
Variable Rate Mortgage - 5.05%
(any balance)
Rates are subject to change and credit approval.
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| Best Insurance Rates |
At TriDelta we offer Life Insurance, Critical Illness Insurance and Disability Insurance from virtually every provider in Canada. We also have the expertise to answer all of your questions and to build a plan that is right for your needs.
As with all clients, we ensure that your insurance solutions are not a stand alone but are integrated into your overall financial plan.
To check out our rates, click here.
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If you know anyone who would be interested in receiving our newsletters, please forward us their email address - and we will add them to our list. |
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| Contact Information |
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Ted Rechtshaffen
President & CEO
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Dear Reader,
It has been a very busy period at TriDelta Financial Partners. Last month we were featured in the Toronto Star showing one of our wealth building strategies for 55 to 75 year olds. This week we will be appearing on the TV show Save Us From Our House as a guest financial planner. The show is on Thursday, November 23rd on the W Network at 9:30pm. |
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[click to view] |
One of the reasons for the media attention is that we are offering something better than most stock brokers, mutual fund salespeople, or banks. This issue shows some of the reasons why. This month we have an article about Income Trust investing. It is called "Shooting at the Wrong Net", and it shows why those who lost $80,000+ on 'Income Trust Wednesday', should be focused on the bigger wealth picture, not simply trying to desperately generate annual income. We also have a story from one of our Estate Planning partners at the Oakville law firm of Kyle Van der Steen, talking about the importance of having a Power of Attorney for property and for personal care.
As always, we are here to help you with all of your financial needs. Don't be shy - send a note or give us a call.
Ted Rechtshaffen
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Shooting at the Wrong Net
Why Focusing on Income is not always the Right Target
By Ted Rechtshaffen, President, TriDelta Financial Partners
| When Jim Flaherty announced a corporate tax on income trusts, two key public comments emerged. The first was the number of people declaring their personal losses of $50,000, $100,000, even $150,000 from this announcement. The second, was these same people decrying the loss of their one great source of income, and expressing concern about how they will make ends meet. |
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In many cases, these Canadians have been so focused on bringing in enough income each year to cover expenses, that they are not seeing the forest for the trees. They suffer from irrational fears of outliving their money, and miss out on real opportunities to build wealth and save significantly on taxes. To highlight this, let's take a look at a hypothetical example of someone who lost $100,000 the day after the announcement.
[read the whole article]
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What is a Power of Attorney and Why is it Important that you Have One
By Ron Van Der Steen, Partner at Kyle Van Der Steen LLP in Oakville
| No one likes to think about a time when they won't be able to make important decisions for themselves. Unfortunately many of us have seen a spouse, parent or grandparent at a stage in their life when it was clear that another family member needed to make key decisions. The question often is, who makes those decisions, and how do they know that it is what the incapacitated person would want. |
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In order to help yourself and your family, you want to make sure that you have a Power of Attorney for Property and one for Personal Care. If you don't already have this in place, the time to do it is today.
A power of attorney is an authority given by one person (the "grantor") to another person (the "attorney") to act on behalf of the grantor in conducting that person's financial affairs (Power of Attorney for Property), or in making personal decisions for that person (Power of Attorney for Personal Care).
[read the whole article]
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What Our Clients Are Saying
"You are amazing! You must be one-of-a-kind! Thanks for all you are doing for me. I will not think about it any more and I will leave it in your capable hands!"
Joyce, Oakville
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