Posts Tagged ‘Investing’
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: •…
Read MoreTriDelta 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…
Read MoreCanadian investors have toughened up, and more lessons my clients have taught me during this crisis
Unique opportunities sometimes come in extreme times.
The one detailed below on commuting the value of your pension won’t be an option for many, but for those with the ability to take advantage, it could meaningfully improve their retirement finances for years to come.
Read MoreInvesting for the Long-Term
One of the things that often frustrate investment clients is the language used by investment professionals when markets go down. While the terminology is meant to soften the blow or put the current situation into context, the client is often left annoyed and confused.
Read MoreTriDelta 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…
Read MoreHear a recording of today’s (March 12th) TriDelta Investment Conference Call
After markets closed today, TriDelta Financial did an investment conference call to outline what we were doing heading into 2020, what signs we are looking for today to reinvest some funds, and what we might be investing in. You will hear from: Ted Rechtshaffen, MBA, CIM, CFP, President and CEO Cameron Winser, CFA, Senior VP,…
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