Canadian Wealth Wisdom

In this quarterly market update, Portfolio Manager's Kyle Taylor and Cameron Winser discuss Iran war developments and AI disruption impacting markets and investor decision making.

Host Kyle Taylor discusses opportunities investing in music royalties with featured guest, Kevin Geiger.

Kyle Taylor and Paul Simon look at the final months of 2025 and what's ahead for investors in 2026. Paul and Kyle discuss the AI "bubble", interest rates, and Fed independence, among other topical issues giving investors a lot to consider.

Cam Winser, Portfolio Manager & Head of Equities at TriDelta discusses the 2025 stock market rally and his thoughts on if the momentum can continue.

Paul Simon, Portfolio Manager and Head of Fixed Income at TriDelta discusses recent U.S. policy uncertainty, the declining U.S. dollar, and debt sustainability among global governments.

2025 marks 20 years since the TriDelta team began working with Canadians. Kyle Taylor and TriDelta founder, Ted Rechtshaffen discuss how wealth management has changed over the prior two decades and our vision for the future.

Cameron Winser, Portfolio Manager and Head of Equities at TriDelta discusses the impact of global tariffs and which companies are well positioned heading into the remainder of 2025.

Paul Simon & Kyle Taylor discuss market returns in 2024, what to look for in 2025 and picks for Canadian preferred shares.

Advisor and Portfolio Manager, Kyle Taylor provides an overview of CPP, OAS, and strategies for maximizing your retirement benefits while minimizing tax.

Portfolio Manager's Kyle Taylor and Cameron Winser sit down to discuss interest rates, new market leaders, and what investors can expect from the U.S. election.

Paul Simon & Kyle Taylor discuss rising correlations among stocks and bonds, how to position your bond portfolio into 2025, and what to expect from interest rates moving forward.

Asher Tward and Kyle Taylor sit down to discuss the role insurance can play in protecting Canadian business owners from unnecessary tax and how to properly utilize insurance to maximize your estate.

Jay Bernbaum and Kyle Taylor discuss the importance of insurance throughout our lives, examine how our needs change as we get older, and how best to integrate insurance into your financial plan.

Josh Tward and Kyle Taylor discuss the importance of critical illness insurance for Canadians and how to determine the best policy to fit your needs.

Cameron Winser, Portfolio Manager and Head of Equities at TriDelta discusses key investment developments from the first three months of 2024 and where he sees opportunities into the rest of the year.

Originally published in the Globe & Mail February 2nd, 2024, Matt Ardrey discusses the real financial plan he developed for David and Greta. Matt answers several important questions such as: When David and Greta should begin CPP and OAS? How can they build a retirement “paycheque” to support themselves and achieve their goals?

Originally published in the Globe & Mail December 8th, 2023, Matt Ardrey discusses the real financial plan he developed for Margaret and Norman. Matt answers several important questions such as: Can Norman retire now? Can they help their two adult children without jeopardizing their own retirement plans?

Michelle Hung discusses a real planning scenario and the challenges facing single parents looking to retire and help their kids.

Brad Mol discusses a real planning scenario on how a high-income professional can transition into retirement and meet their spending goals while saving on tax.

Is there value in working with a wealth advisor? Matt Ardrey and Kyle Taylor discuss ways in which advisors can help avoid acting on impulse, ensuring Canadians have a well thought out plan for what’s next in life, and having a partner to help you navigate the noise in financial media.

Ted Rechtshaffen and Kyle Taylor sit down to discuss the founding of TriDelta Private Wealth and what clients can expect when working with our team.