TriDelta’s 3 pillars of Investment Management
We’ve used decades of experience to offer customized investment portfolios specific to your goals and needs above all else. The TriDelta Difference focuses on our 3 Pillars of Investment Management and builds portfolios with these 3 points as the foundation for your long-term success.
Building your custom investment plan
Your custom investment plan puts your specific needs and circumstances at the forefront. After establishing your goals and conducting a thorough risk assessment we’ll work together to develop a detailed investment policy statement. This document defines the expectations between you and your advisor over time. It will also be used to build your portfolio which will be regularly tailored and refined to your evolving needs.
Privileged access to high-quality investments
In an investment world where banks are providing fewer choices, we leverage our independence to offer a wide array of investment solutions at the lowest cost, including Accredited Investor solutions not typically available to the vast majority of Canadians.
Alternative investments
are also available
-
Stocks
-
Bonds
-
Exchange Traded Funds (ETFs)
-
Mutual Funds
-
Segregated Funds
-
Guaranteed Investment Certificates (GICs)
-
Money Market Funds
-
Preferred Shares
-
Limited Recourse Capital Notes (LRCNs)
-
Flow Through Limited Partnerships
-
Alternative Investment Funds
Fees that make sense
We take the day-to-day stress out of investing by managing your investments on a discretionary basis. Our fee-based model ensures our interests align with yours. We work for you. Your goals are our goals, and when you make more money, we make more money.
TRIDELTA Preferred Fee Schedule
| Assets Under Management | Fee (plus applicable taxes) |
|---|---|
| First $500,000 | 1.69% |
| Next $500,000 | 1.35% |
| Next $4,000,000 | 0.99% |
| Assets over $5 million | 0.75% |
Our approach to investing
The Tridelta Difference
The Standard Approach
Our approach to managing your investments is built on a proven and established process for providing you with a target long-term rate of return based on your specific needs and goals. We use a variety of tools to ensure your portfolio is best positioned to reach your financial goals. We do so by implementing a specific portfolio that meets your needs and includes both traditional public investments and non-traditional alternative investments, normally reserved for large institutions and pensions.
Our approach is focused on several key tenants that drive our decision making:
-
Active Management
-
Integrating Traditional with Non-Traditional
-
Building a Tax Efficient Portfolio
-
Co-Investing
Learn more about our strategies
Download our fund sheets
Download our approach to investing
Have questions?
Connect with an advisor for a no-obligation free consultation!