Posts Tagged ‘Investing’
TriDelta Investment Counsel Q3 Report – Time to Visit the U.S. Markets
Executive Summary When looking at interest rates, currencies, real estate risk, Oil and the overall economy, the Canadian market is looking weaker than the U.S. market. We believe, in particular, that real estate risks are much higher in Canada than the U.S., and it is playing an important factor in our investment philosophy. As a…
Read MoreTriDelta Investment Counsel Q2 2016 Report: Markets move higher – even with all the dire headlines.
Executive Summary Brexit, Trump and Terrorism. Take all that together, and surprise, surprise, the markets went up. In the second quarter of 2016, the Toronto stock index closed up 4.6%. The DEX Universe Bond index closed up 2.6%. The S&P500 US index in Canadian dollars closed up 1.9%. All looks pretty good. Even leaving North…
Read MoreTriDelta Investment Counsel Q1 2016 Report: Signs of Light but No Need for Sunglasses Yet
Executive Summary Where everything Canadian was bad in 2015, in terms of local currency, Canada was the place to be in Q1. In an economy that still remains very commodity driven, Canada had the double benefit of better numbers in Oil, metals and mining, and with it the support of a stronger Canadian dollar. Canadian…
Read MoreTFSA comes of age in retirement strategy
Lorne Zeiler, VP, Portfolio Manager and Wealth Advisor at TriDelta Financial, recently appeared on BNN’S Market Call to discuss when it is more tax-efficient to contribute to your TFSA vs. RRSP. Click here to watch the interview. Posted By: Lorne Zeiler, MBA, CFA VP, Wealth Advisor lorne@tridelta.ca 416-733-3292 x225
Read MoreTwo types of retirees: dreamers and savers
Lorne Zeiler, VP, Portfolio Manager at TriDelta Investment Counsel was a recent guest on BNN’s Your Money Month to discuss sources of income for retirees featured in TriDelta’s ‘Canadian Retirement Income Guide’ Click here to watch the interview. Posted By: Lorne Zeiler, MBA, CFA VP, Wealth Advisor lorne@tridelta.ca 416-733-3292 x225
Read MoreTriDelta Investment Counsel – Q4 2015 Investment Review
Some people believe that the grass is always greener on the other side of the fence. Well in 2015 it was true, if you were a Canadian and your fence looked over at the U.S. border. From an equity and currency perspective, the U.S. meaningfully outperformed Canada. Although 2015 was a difficult year, with Canadian…
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