TriDelta Financial Webinar – 5 Top Financial Ideas for High Net Worth Canadians – November 3, 2022
Since 2005, TriDelta Financial has been working with high net worth Canadians. In that time we have developed a deep understanding of the burning questions that can keep high net worth Canadians up at night. We generally view high net worth Canadian households as those with a net worth over $3 million. We cover tax minimization, gifting, managing corporations, cash flow, investments, and a variety of strategies you may not be familiar with.
In this webinar we will hear from several members of our team discussing:
- Optimizing cash flow out of a corporation and minimizing tax
- Protecting capital in a rising rate environment and generating tax efficient investment income
- Why financial planning is so important for high net worth Canadians for peace of mind and tax minimization
- Key planning steps and discussions for a successful retirement
- Keeping family harmony across generations
Our discussion will be hosted by Ted Rechtshaffen, MBA, CIM, CFP, President and CEO of TriDelta and feature:
- Matthew Ardrey, CFP, RFP, FMA, CIM, VP, Wealth Advisor and Portfolio Manager
- Asher Tward, VP, Estate Planning
- Kyle Taylor, CFA, CIM, Wealth Advisor and Portfolio Manager
