Posts Tagged ‘Financial Planning’
FINANCIAL FACELIFT: How should David, 56, and Greta, 55, manage their investments in retirement?
Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our Portfolio Manager & Senior Financial Planner, Matthew Ardrey,…
Read MoreTriDelta Private Wealth – Good Morning Hamilton With Rick Zamperin Interview
Ted Rechtshaffen joins Rick Zamperin on the Good Morning Hamilton Podcast to Discuss Retirement Planning Good Morning Hamilton with host Rick Zamperin is where you learn about the biggest stories of the day and how they impact you. Ted Rechtshaffen of TriDelta Private Wealth sits down the Rick Zamperin to discuss Retirement Planning and asks…
Read MoreTriDelta Private Wealth BNN Bloomberg – The Economy Will Put a Lot of Pressure on the Bank of Canada to Lower Rates
The economy will put a lot of pressure on the Bank of Canada to lower rates: portfolio manager On Morning Markets, BNN Bloomberg’s Amber Kanwar interviews some of North America’s leading money managers and analysts for actionable ideas on how Canadians can best position their investment portfolios. Ted Rechtshaffen, president, CEO, and portfolio manager at…
Read MoreFINANCIAL FACELIFT: When can Norman, 62, afford to join Margaret, 65, in retirement?
Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…
Read MoreTriDelta Private Wealth Webinar – High Interest Rates and its Impact on Investing – October 12, 2023
2023 has been a year characterized by more questions than answers. Will interest rates continue to rise? How do the opportunities in bonds and GICs compare to my stock portfolio? What’s next for Canada versus other geographies for investing? TriDelta is pleased to hear from three leading industry experts who will share their thoughts on today’s…
Read MoreTriDelta Private Wealth Webinar – Six Ideas for Tax Smart Investing – April 16, 2024 – Video
In case you missed our April 16th webinar, watch the recording of the presentation below. A 1-year GIC paying 5% held in a taxable investment account for a high-income Ontario resident produces only a 2.3% return after taxes. What if you could get a similar pre-tax return but a higher after-tax return to ensure more…
Read More