Building a Business on a Financial Planning Model

Ted Rechtshaffen, President, TriDelta Financial Partners

Ted Rechtshaffen studied at York University’s Business School, graduating with an MBA in Marketing and Finance at age 22. Shortly after graduating, Ted joined a consulting firm focused on the Canadian mutual fund industry.

Moving from the consulting side to the ‘client’ side, Ted joined RBC Dominion Securities in Marketing and Business Development. Over a number of years, Ted led and was involved in a number of key roles. Ted was Vice President, Strategic Initiatives for RBC Dominion Securities, when he left to launch TriDelta Financial.

TriDelta Financial (www.tridelta.ca) is an independent financial planning firm that has become known as a place for those looking for unbiased and holistic financial advice. The firm was built to minimize the bias and conflict found in most areas of Canadian financial services. Ted is a licensed CFP professional and is often quoted in the Globe and Mail and National Post, and seen on BNN.