TriDelta Financial Planning Questionnaire

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4 weeks ago

Why your neighbour’s kid is getting a better mortgage rate than you

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Ted Rechtshaffen: The government has effectively decided to support home buyers who do not necessarily have the funds to buy a house

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2 months ago

Meet Arlene Pelley, who is part of our Wealth Advisor team. Arlene specializes in providing expertise in financial wealth management services specific to the needs of both Dental and Medical Professionals, Business Owners, Families and Individuals in Alberta. Arlene provides comprehensive financial planning advice addressing both personal and professional considerations in the areas of Investment, Estate, Tax, Insurance, Retirement, and Wealth Transfer.

Prior to joining TriDelta Financial, Arlene spent 8 years working with an organization, exclusively serving Alberta Dental Professionals and the Dental Community in Alberta and BC. Arlene provided comprehensive financial planning advice to help integrate both their personal and corporate assets into a custom-tailored investment and estate plans.

Arlene has over 25 years of experience in the financial services industry. She is a mentor and industry leader, contributing as an experienced and trusted advisor who has a direct interest in the education, development and endorsement of the next generation of financial leaders.

Arlene’s professional experience is complemented by her passion and a number of financial services industry designations. She holds the Certified Financial Planner (CFP®) designation, the Chartered Investment Manager (CIM®) designation, the Financial Management Advisor (FMA) designation and is a Fellow of the Canadian Securities Institute (FCSI®) the pinnacle credential in Canadian Financial Services.

Arlene is married with one son. Arlene enjoys traveling with family and friends. Arlene has performed with ACTRA in a national television commercial earlier in her career. Arlene is an advocate for allergy sufferers and has supported events with Food Allergy Canada. Arlene is actively committed to the dental and medical communities within Alberta, including supporting and attending many charitable functions and gala events.

You can contact Arlene at arlene@tridelta.ca ... See MoreSee Less

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2 months ago

Cannabis stocks are the hottest game in town — here’s why we don’t invest in them

business.financialpost.com

Ted Rechtshaffen: There is a real possibility that the marijuana story won’t end well for investors

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