Portfolio Managers, Kyle Taylor & Paul Simon discuss the recent AI rally and where interest rates may be headed into 2027. Additionally, Paul tackles key questions such as can bonds still play defense?
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.
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.
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.
Advisor and Portfolio Manager, Kyle Taylor provides an overview of CPP, OAS, and strategies for maximizing your retirement benefits while minimizing tax.
12 min
About Canadian Wealth Wisdom
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You can now listen to our library of podcast recordings which tackle varying financial planning and investment related topics as well as an opportunity to better get to know your TriDelta team.