TriDelta Financial Planning Questionnaire

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TriDelta Financial added a new photo — at TriDelta Financial.

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Meet Paul Simon, our Investment Counsel’s VP of Fixed Income. Paul is a graduate of the University of Toronto, where he specialized in Economics and earned his Bachelor of Commerce degree in 1999. Paul entered the asset management industry the same year with CI Mutual Funds Inc.

In 2001, Paul joined the Signature Advisors division of CI as an Analyst and Trader and progressed quickly within the team as it grew its asset under management. He became a Currency and Derivatives Analyst and Trader in 2003 and assumed management responsibility for all money market mandates. In 2004, Paul became a fixed income analyst and added to his certifications, earning his Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations. Paul was promoted to Vice-President and Portfolio Manager, Fixed Income and Currencies in 2006 and over time became lead or co-lead manager for many fixed income and multi-asset class strategies including CI Signature Canadian Bond Fund, CI Signature Canadian Balanced Fund and Signature Global Income & Growth Fund.

In his spare time Paul is a sports fanatic whose favourite team is the Toronto Blue Jays and participates in football, softball, snowboarding and other activities year-round. He also enjoys travelling and has visited more than 40 countries.

You can contact Paul at paul@tridelta.ca ... See MoreSee Less

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TriDelta Financial shared Advisory HQ's post.

2 months ago

Advisory HQ

We're taking our #rankings to Canada today & we're bringing you AdvisoryHQ's 2018 Ranking of 11 Best Financial Advisors & #Investment Management Firms in #Toronto

Check out more about each of these a...

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TriDelta Financial

4 months ago

Recent BNN interview of Ted Rechtshaffen ... See MoreSee Less

Renting as a senior might make more financial sense than downsizing and buying | TriDelta Financial

tridelta.ca

Many seniors are presented with the option of downsizing their home once they reach retirement.Ted Rechtshaffen, President and Wealth Advisor of TriDelta Financial says this may make sense for some se...

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TriDelta Financial Planning Questionnaire

TriDelta Financial Planning Questionnaire from Anton Tucker

Step 1 of 5

Client Personal Information

Co-Client Personal Information

Children / Dependents

Will

Goals

Your Two Greatest Wishes

Your Biggest Concern

Financial Information