Ted Rechtshaffen

Ted was the founding CEO for TriDelta in 2005.

Ted studied at York University’s Business School, graduating with an MBA in Marketing and Finance at age 22.

After graduation, Ted spent the first decade of his career at a consulting firm focused on the Canadian mutual fund industry, and then joined RBC Dominion Securities.  At RBC he also spent time in Global Private Banking, before returning to RBC DS, where he ended up as Vice President, Strategic Initiatives.

Over the years, TriDelta has become known as a place for those looking for unbiased and holistic financial advice.  By combining open access investment counselling, with financial planning, we are able to provide a complete picture to our clients, and then implement a plan with technical skill and emotional understanding.

Ted is a registered Portfolio Manager and a licensed CFP professional as well as writing a column on Personal Finance in the National Post.  Ted Rechtshaffen | Financial Post

Outside of the office, Ted enjoys spending time at home with his wife and three children. When time permits, he can be found playing Baseball in summer and in the gym in winter.

Specialties

Ted focuses on providing a unified financial strategy for individuals and families with a net worth of over $2 million. Most of Ted’s clients start out with several of the following questions:

• Is there any risk of me outliving my money?
• I know how much money I have, but will it allow me to do the things I want to do?
• Am I being tax smart or are there other things we should be doing?
• How can I generate more investment income without taking a lot of risks?
• I have a corporation, but don’t have a good plan for getting money out efficiently?
• Can I afford to retire now?
• Can I afford to spend more on myself — and how much more?
• Can I afford to help my kids and grandkids without putting myself at risk?
• By understanding your goals for the near term and long term, Ted can structure your finances to help you achieve them.

Ted and his team offer full investment, insurance, and cash management solutions for high net worth individuals, families and corporations.

Navigating the Path to Financial Success

Ted Rechtshaffen sits down with Kyle Taylor of TriDelta and discusses his  inspiring path to financial prosperity and shares his decades of financial wisdom.

Contact Ted today at (416) 733-3292 x 221 or email at tedr@tridelta.ca for a no obligation review.