Webinars

TriDelta Financial Webinar – How U.S. Elections, Global Trade and COVID-19 are changing the investing landscape – October 5, 2020

The World is changing fast, and that will impact how we make investments. In this webinar we will hear from Angelo Katsoras, Geopolitical Analyst with National Bank of Canada. Mr. Katsoras brings 20 years of experience, along with the insights of the entire National Bank Economics team. He will help explain how the impact of the U.S. Elections, relations with China, and COVID-19, will have significant changes on the geopolitical and investing landscape for years to come.

You will also hear from Cameron Winser, TriDelta’s SVP of Equities, who will provide an update on our current investment thinking in light of some of these world shaping issues.

Hear from:
Angelo Katsoras, BA, MA , Geopolitical analyst, National Bank of Canada
Cameron Winser, CFA , SVP, Head of Equities, TriDelta Investment Counsel

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

TriDelta Webinar – COVID answers from a Professor of Infectious Diseases, and why we are more cautious about markets – July 23rd, 2020

There is a huge amount of information out there about COVID-19. Yet clear answers are hard to find. In this TriDelta Webinar, we will get your biggest questions answered by Dr. Robyn Harrison, Clinical Professor, Division of Infectious Diseases in the Department of Medicine at the University of Alberta.

While COVID-19 facts and figures are only one piece of the investment puzzle today, it is an important one. Learn from TriDelta’s investment experts why we have now become more cautious of stock markets after being quite positive the past few months, and what it means for overall investment portfolios.

Hear from:
Dr. Robyn Harrison, Clinical Professor, Department of Medicine at the University of Alberta, Division of Infectious Diseases
Lorne Zeiler, CFA, MBA, SVP, Portfolio Manager
Cam Winser, CFA, SVP, Equities
Paul Simon, CFA, VP, Fixed Income

 

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

 

TriDelta Webinar – Investing for today and why to include private credit in your portfolio – June 8, 2020

In this webinar, you will learn about:

  • A unique high income, low tax solution for non-registered and corporate accounts
  • How to generate steady yields of 7%+ in a low interest rate environment
  • An update on the TriDelta Alternative Performance Fund
  • Getting access to institutional investments as a retail investor
  • Reducing your reliance on highly volatile stocks to achieve solid investment returns
  • TriDelta’s latest thoughts on the stock, bond and preferred share markets

Special Guest Speaker – Wayne Ehgoetz, President & CEO, Waygar Capital

Wayne Ehgoetz is the President and Chief Executive Officer of Waygar Capital Inc.  He has spent over 25 years in asset based lending in Canada, including as President and CEO of Wachovia Canada, where Wayne had full responsibility for both the Canadian as well as International operations.  He retired from Wachovia and was recruited by Bank of Nova Scotia to start its asset based lending capability.  Over the next 6 years, as Managing Director and Group Head, Scotiabank became the second largest asset based lending group in Canada.  Wayne retired from Scotiabank in the fall of 2014 to join Waygar Capital Inc.

Also hear from the investment heads of TriDelta’s Alternative Investment, Stock, Bond and Preferred Share areas:

Lorne Zeiler, CFA, MBA, SVP, Portfolio Manager
Cam Winser, CFA, SVP, Equities
Paul Simon, CFA, VP, Fixed Income
Hosted by Ted Rechtshaffen, CFP, CIM, MBA, President and CEO, TriDelta Financial

TriDelta Webinar for Professional Corporations – May 14, 2020

This Webinar is focused on those with a Professional Corporation. It will feature ideas and new opportunities that we see in 2020 and in a post COVID-19 world.

We will hear the best advice from a Lawyer, Accountant, Actuary and TriDelta Wealth and Planning specialists, all who work closely with Professional Corporations.

Learn about:

• How to best make use of current Government initiatives related to COVID-19
• Unique ways to draw funds out of Corporations tax free
• Unique ways to invest within your Corporation to reduce volatility and tax
• Post COVID-19 legal issues to watch out for
• Individual Pension plans (IPP) and why more Professional Corporations are using them today

Hear from these experts who all work closely with Professional Corporations:

Fraser Lang, CFP, CLU, CHS, Senior Vice President Sales & Business Development at GLB; is dedicated to strengthening the brand of GBL as a market leader in IPPs, RCAs, FMV of Insurance, and other strategies. Fraser has 20 plus years of experience in the financial services industry.

Greg Loskutov, CPA, CA, LPA principal at Omega Squared Professional Corporation; a full service accounting practice that focuses on providing accounting, taxation and advisory services to entrepreneurs and small businesses with a focus in medical professionals. Greg has 15 years of experience.

Michael E.B. Taing, BBA., LL.B is the managing lawyer for Healthcare Professionals and practices in the Corporate/Commercial and Real Estate divisions at Hummingbird Lawyers LLP.

Asher Tward, VP Estate Planning, TriDelta Financial. Asher runs the Estate Planning group at TriDelta, where he specializes in Planning and maximizing tax efficiencies across an individuals’ Corporation and Personal financial landscape.

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

TriDelta Webinar: Estate Planning Decisions – May 7, 2020

This Webinar will cover:

  • Making the biggest impact that you can to those you care about
  • How to sort through the tricky issues of stepfamilies and second marriages
  • The smartest ways to leave money to family and charity for the future
  • The smartest ways to leave money to family and charity this year
  • How to use Corporate assets most effectively
  • How to avoid creating family friction around the will and estate

Hear from:

Ted Rechtshaffen, President and CEO, TriDelta Financial
Asher Tward, VP Estate Planning, TriDelta Financial

 

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