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TriDelta Financial Webinar – 5 Top Financial Ideas for High Net Worth Canadians – November 3, 2022

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November 4, 2022 ,

Since 2005, TriDelta Financial has been working with high net worth Canadians. In that time we have developed a deep understanding of the burning questions that can keep high net worth Canadians up at night. We generally view high net worth Canadian households as those with a net worth over $3 million. We cover tax minimization, gifting, managing corporations, cash flow, investments, and a variety of strategies you may not be familiar with.
In this webinar we will hear from several members of our team discussing:

  • Optimizing cash flow out of a corporation and minimizing tax
  • Protecting capital in a rising rate environment and generating tax efficient investment income
  • Why financial planning is so important for high net worth Canadians for peace of mind and tax minimization
  • Key planning steps and discussions for a successful retirement
  • Keeping family harmony across generations

Our discussion will be hosted by Ted Rechtshaffen, MBA, CIM, CFP, President and CEO of TriDelta and feature:

  • Matthew Ardrey, CFP, RFP, FMA, CIM, VP, Wealth Advisor and Portfolio Manager
  • Asher Tward, VP, Estate Planning
  • Kyle Taylor, CFA, CIM, Wealth Advisor and Portfolio Manager

 

TriDelta Financial Webinar: Real Estate Update – April 20, 2020

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April 28, 2020 , , , ,

In this Webinar, leaders in Canadian Real Estate and TriDelta Portfolio Managers will cover:

  • The short term and long term impacts of COVID-19 on Real Estate
  • How did real estate react in 2008 and will it be different this time?
  • Opportunities for your investment portfolio, your home and/or investment property
  • Broader stock, bond and preferred share – Investment market update, what are we doing today

Hear from:

Corrado Russo, CFA, MBA, Senior Managing Director, Investments & Global Head of Securities, Timbercreek – The firm manages $2 billion in Global Real Estate Securities
Nick Kyprianou, Director,President and CEO, RiverRock Mortgage Investment Corporation – 30 years’ experience as a Canadian Leader in the Mortgage Industry
Cam Winser, CFA, SVP, Equities, TriDelta Financial
Paul Simon, CFA, VP, Fixed Income, TriDelta Financial

Hosted by Ted Rechtshaffen, CFP, CIM, MBA, President and CEO, TriDelta Financial

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Real Estate Update

TriDelta Financial Webinar: State of the Investment Markets Today – March 23, 2020

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March 23, 2020 , , ,

We will discuss:

  • How investments have been performing
  • Update on our view forward
  • Examples of investments for the long term
  • Q and A opportunity

Hear from:

Alternative Income Update: Lorne Zeiler, CFA, MBA, SVP, Portfolio Manager
Stock Market Update: Cam Winser, CFA, SVP, Equities
Bond and Credit Update: Paul Simon, CFA, VP, Fixed Income
Update on RRIF and Tax changes from Government: Ted Rechtshaffen, CFP, CIM, MBA, President and CEO
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