Investment Insights and Media Updates

Q2 TriDelta Investment Review – What a Rising Interest Rate World Means

July 19, 2017 / by Tridelta Investment Counsel

Are Central Banks Starting to Hit the Brakes? On July 12th, the Bank of Canada raised interest rates for the first time in seven years.  While the pace of interest rate increases in Canada is likely to be slow and very gradual (0.25% increases at a time), it does reflect a significant change for the […]

Read More



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. […]

Read More



Q1 TriDelta Investment Review – What a great start to the year!

April 13, 2017 / by Tridelta Investment Counsel

The Highlights After a great first quarter for our clients, stemming from high exposure to U.S. stocks, preferred shares, and high yield bonds, our investment direction is shifting slightly. We’re witnessing some exhaustion in U.S. stocks, signs of some greater opportunity in Canada and Developed Markets outside of the United States.   We’re reducing our high […]

Read More



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 […]

Read More



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 […]

Read More



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 […]

Read More



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

Read More



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

Read More



TriDelta Investment Counsel – Q4 2015 Investment Review

January 15, 2016 / by Tridelta Investment Counsel

Some people believe that the grass is always greener on the other side of the fence. Well in 2015 it was true, if you were a Canadian and your fence looked over at the U.S. border. From an equity and currency perspective, the U.S. meaningfully outperformed Canada. Although 2015 was a difficult year with Canadian […]

Read More



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 […]

Read More



↓