Resources
Toronto
2 Sheppard Avenue East
Suite 205
Toronto, Ontario
M2N 5Y7
(416) 733-3292 x 221

Oakville
146 Lakeshore Road East
Suite 200
Oakville, Ontario
L6J 1H4
(905) 901-3429

Resources

TriDelta Budget Worksheet
to Download our Budget Worksheet (XLS, 162KB)
All in one place financial checklist
Many clients who manage their own or their families' financial matters have expressed concern that if something should happen to them, their spouses or loved ones would not have ready access to all relevant financial information. This guide can help solve that problem.
to download the guide (PDF, 452KB)
TriDelta Financial Planning Questionnaire
to Download our Financial Planning Questionnaire (PDF, 318KB)
Creation of True Wealth Questionnaire
to Download our Creation of True Wealth Questionnaire (PDF, 164KB)
Management Expense Ratios
Management Expense Ratios (MER's) are detrimental to the performance of mutual funds, but few people realize the extent. Research indicates that mutual funds with higher MER's perform no better than one's with low management fees.
Sample letter that can be used for a Spousal Loan Agreement
to Download a Sample letter that can be used for a Spousal Loan Agreement (DOC, 26KB)
Five Tips to Getting a Great Group RSP for Your Company.

Statement of Policies Ensuring Fairness in the Allocation Of Investment Opportunities In Discretionary Accounts .

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