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TriDelta Financial

  1. Oakville
  2. Oakville Finance

Reviews, get directions and information for TriDelta Financial

Address: 146 Lakeshore Rd. East, Suite 200, Oakville, ON L6J 1H4, Canada
Phone: (888) 816-8927
State: Ontario
County: Halton Regional Municipality
City: Oakville
Zip Code: L6J 1H4


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Reviews
TriDelta has an impressive model to manage wealth. I like the full financial planning and pension style investment approach, which includes Alternative Investments. I would highly recommend them for any of your current or future financial planning needs.
Horrible!! My money was put in a Tridelta fund that was LOCKED and could not be accessed or moved in anyway until the fund is valued. I was NEVER told of this restriction. There is no date provided that the money can be moved or removed. They are holding my money hostage and won't give it to me because I'm taking my business elsewhere to a more reputable, honest and useful advisor. In the last 3 years my percentage made was 2% !!!!!!!!!!!!!!!!!! And their response was....."I don't know". REALLY!!???
Received great Financial Planning advice when I was retiring.
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