Investment Insights and Media Updates

Seven ETFs to counter a Canadian portfolio bias (from the Globe and Mail)

October 11, 2017 / by Lorne Zeiler

Lorne Zeiler, VP, Portfolio Manager and Wealth Advisor at TriDelta Financial was interviewed by Joel Schlesinger of the Globe and Mail on how Canadian investors can use ETFs to reduce specific Canadian market risks in their portfolios. (Article printed on September 26, 2017). In the investing world, you can have too much of a good […]

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Lorne Zeiler, Guest Portfolio Manager on BNN’s Market Call Tonight, April 20, 2017

April 26, 2017 / by Lorne Zeiler

Lorne Zeiler, VP, Portfolio Manager and Wealth Advisor, TriDelta Investment Counsel, was the guest portfolio manager on BNN’s Market Call tonight on Thursday, April 20th discussing large cap dividend paying stocks, portfolio strategy, the market  and the economy. Please click here for the full interview and commentary Please click here for a Review of Mr. […]

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Tips for lowering taxes on investments (from the Globe and Mail)

March 6, 2017 / by Lorne Zeiler

How can investors reduce taxes on investments? TriDelta Financial’s Lorne Zeiler, Portfolio Manager and Wealth Advisor was one of two wealth management professionals interviewed by Globe and Mail reporter Terry Cain to answer this very question (article printed on March 1, 2017). It’s an old saying but it still holds true – nothing is certain […]

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Buying Low: Investing Strategy in Frothy Times (from the Globe and Mail)

March 6, 2017 / by Lorne Zeiler

When stock markets have risen significantly, often some of the best investing opportunities is in the sectors that have been unloved and overlooked. Lorne Zeiler, Portfolio Manager and Wealth Advisor at TriDelta Investment Counsel was one of three portfolio managers asked where to look for value investments today by Globe and Mail reporter Joel Schlesinger […]

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Where to Invest Your RRSP Contributions

February 14, 2017 / by Lorne Zeiler

Lorne Zeiler, VP and Portfolio Manager at TriDelta Financial and Investment Counsel was the guest on BNN’s The Street on February 13th to discuss RRSP Investing, TFSAs and where to invest your RRSP contribution. Click here to watch the interview.   Written By: Lorne Zeiler, MBA, CFA VP, Wealth Advisor lorne@tridelta.ca 416-733-3292 x225

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Top consumer discretionary stock picks

May 12, 2016 / by Lorne Zeiler

Lorne Zeiler, VP, Portfolio Manager and Wealth Advisor at TriDelta Financial, was recently invited by the Globe and Mail to provide top stock picks in the consumer discretionary sector. Special to The Globe and Mail, Published Tuesday, May 10, 2016 Consumer discretionary stocks can capture the momentum of an improving economy. In good times, money […]

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TFSA comes of age in retirement strategy

March 30, 2016 / by Lorne Zeiler

Lorne Zeiler, VP, Portfolio Manager and Wealth Advisor at TriDelta Financial, recently appeared on BNN’S Market Call to discuss when it is more tax-efficient to contribute to your TFSA vs. RRSP. Click here to watch the interview. Posted By: Lorne Zeiler, MBA, CFA VP, Wealth Advisor lorne@tridelta.ca 416-733-3292 x225

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Two types of retirees: dreamers and savers

February 4, 2016 / by Tridelta Investment Counsel

Lorne Zeiler, VP, Portfolio Manager at TriDelta Investment Counsel was a recent guest on BNN’s Your Money Month to discuss sources of income for retirees featured in TriDelta’s ‘Canadian Retirement Income Guide’ Click here to watch the interview. Posted By: Lorne Zeiler, MBA, CFA VP, Wealth Advisor lorne@tridelta.ca 416-733-3292 x225

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Canadian banks report record earnings, yet their stock prices have dropped in 2015

December 9, 2015 / by Tridelta Investment Counsel

The Big Six Canadian banks reported their 4th quarter earnings during the first week of December.  The Banks generally reported record net income and most have increased their dividend rates in 2015, yet these stocks have traded down for most of 2015. BNN invited Lorne Zeiler, Vice President and Portfolio Manager at TriDelta Investment Counsel […]

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What are alternatives and do they have a place in your portfolio?

August 28, 2015 / by Anton Tucker

Alternative investments are those other than traditional investments such as stocks, bonds or cash. Some of the more common alternative investments strategies include: REIT’s (real estate investment trusts):A real estate investment trust (REIT) is a real estate company that offers common shares to the public. Rather than investing directly in a single property, REIT’s typically […]

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