The TriDelta Difference

At TriDelta Financial, our goal is to provide complete financial peace of mind for families and individuals. We are committed to a real partnership, one of professionalism, integrity and security.

Together, we develop financial plans that help you to answer the following types of questions:

  • Is there any risk of me outliving my money?
  • I know how much money I have, but will it allow me to do the things I want to do?
  • Am I being tax smart or are there other things we should be doing?
  • In retirement, what is the smartest way for me to draw money?
  • How can I generate more investment income without taking a lot of risk?
  • Is there ways to improve my investment portfolio?
  • I have a corporation, but don’t have a good plan for getting money out efficiently?
  • Can I afford to retire now?
  • Can I afford to spend more on myself — and how much more?
  • Can I afford to help my kids and grandkids without putting myself at risk?

What makes TriDelta unique in Canada is that we have combined the planning required to answer these questions with the ability to implement the best possible solutions. This makes your personal financial plan a reality.

The second is that we realize that no individual can be an expert on every aspect of financial advisor services. For that reason we deliver a team approach partnering with internal and external specialists as required. For example, if a client has a mortgage coming due, TriDelta Financial has partnered with a few expert mortgage brokers to ensure the best mortgage rates in Canada by shopping the whole market – as opposed to simply the best mortgage offer from one company.

Quite simply, TriDelta Financial offers Canadians the kind of financial peace of mind they have been looking for, but have rarely received from their stock broker, mutual fund sales person or bank.

Here is a graphic of our rather unusual structure that we refer to as the TriDelta ‘Family Doctor’ Model: