Webinars

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

 

TriDelta Financial Webinar: Real Estate Update – April 20, 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

Real Estate Update

TriDelta Financial Webinar: What key opportunities are we acting on today – April 6, 2020

We will discuss:

  • Is the market bottom behind us?
  • A great stock to own today
  • A great preferred share to own today
  • Opportunities Private Debt managers see in this market
  • A rare opportunity today for those with a Defined Benefit pension

Hear from:

Alternative Income Update: Lorne Zeiler, CFA, MBA, SVP, Portfolio Manager
New Opportunities for Bridging Income in tighter lending markets: David Sharpe, LLB, LLM, MBA, CEO, Bridging Finance Inc.
Stock Market Update: Cam Winser, CFA, SVP, Equities
Bond and Credit Update: Paul Simon, CFA, VP, Fixed Income
Pension and Borrowing Opportunities Ted Rechtshaffen, CFP, CIM, MBA, President and CEO

TriDelta Financial Webinar: State of the Investment Markets Today – 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

TriDelta Financial Webinar: Alternative Investments and The New TriDelta Alternative Performance Fund – November 28, 2019

This webinar included two of the top CEO’s in the Canadian Alternative Investment Industry – David Sharpe, CEO, Bridging Finance and Allison Taylor, CEO and Portfolio Manager, Invico Capital Corporation.

It was hosted by Ted Rechtshaffen, President and CEO, TriDelta Financial.

Topics included:

  • Why wealthy Canadians are increasingly investing in Alternative Investments.
  • About top Alternative Investment strategies.
  • About TriDelta’s new Alternative Performance Fund launching in January.
  • Why these investments are not meaningfully correlated to stock markets and are a great portfolio diversifier.
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