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TriDelta Investment Counsel Inc.
Chief Executive Officer
Tel: (416) 733 - 3292 ext 221
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
- Institutional Investor - First Nations
- Institutional Investor - Other
Provinces of Business
- British Columbia
* indicates a physical location in this province
TriDelta Investment Counsel Inc. is a wholly owned subsidiary of TriDelta Financial Partners Inc. which was established in April 2004. We are an independently owned financial wealth management company.
We are part of a new breed of financial planning company that is structured to deliver holistic financial planning services centred around professional investment management. Our multiple services include:
– Investment management
– Financial planning
– Estate planning
– Group RRSP’s
– Cash flow management
– General financial advice
We take the time to craft unique solutions that are appropriate to client’s particular situations. This stems from our belief that the best solutions can only be found through consideration of their entire financial picture and not viewing investments, insurance or estate planning in isolation.
Our investment management offer consists of a variety of targeted, discretionary portfolios to deliver superior, risk adjusted returns. These include Canadian, US and global solutions. We believe investing should be about the achievement of your specific objectives and not simply chasing performance. Your portfolio should be structured with no more risk than is necessary to achieve the target performance to make your financial plan and life goals a reality. We believe that risk management is a clear differentiating factor in preserving the wealth of our clients. To this end we are self described ’conservative investment managers’. We also work with you in developing your financial plan.
In addition to the bottom up analysis of Fixed Income and Equity investments, our investment committee also conducts a detailed monthly review of macro factors that affect the global financial markets.
This top down analysis involves reviewing several types of fundamental, economic, technical and geo-political market data.
TriDelta’s strict adherence to a disciplined approach and risk management shifts the odds into our client’s favor, which in turn provides the peace of mind we promise.
Your managed account will contain individual securities such as stocks, bonds and potentially ETF’s (Exchange Traded Funds). These securities are owned and held directly by you at one of two custodians: TD Waterhouse or NBCN (National Bank Correspondence Network).
You will receive monthly statements for each account you hold in addition to regular detailed reporting from TriDelta as may be appropriate for your particular circumstances.
Compensation is based exclusively on the market value of the investments under management. We do not receive sales commissions of any kind.