Ted Rechtshaffen

Ted Rechtshaffen is a prominent figure in the financial services industry, currently serving as the President and CEO of TriDelta Private Wealth.1 With a strong educational background, he holds an MBA with a concentration in Finance and Marketing from the Schulich School of Business at York University.2

Throughout his career, Ted has held significant positions in the financial sector. Prior to his current role, he served as a VP at RBC Dominion Securities, which has contributed to his extensive experience in strategic financial planning.

At TriDelta Private Wealth, Ted specializes in providing comprehensive financial strategies for individuals and families. His expertise covers a wide range of services, including:

• Full investment solutions
• Insurance planning
• Mortgage solutions
• Benefit and group RRSP consulting for small and mid-size Canadian companies

Ted is known for his client-focused approach, offering no-obligation reviews to understand clients' financial aspirations and provide tailored solutions. His firm, TriDelta Private Wealth, recently underwent a rebranding to better reflect its focus on personalized and independent wealth management.3

Outside of his professional life, Ted has been an active member of Congregation Habonim since 1988 and joined its Board as Treasurer in 2007.1 He is married to Cathy, who was also involved with the congregation as the Registrar of the Jewish Heritage School. Together, they have three children: Hannah, Meyer, and Owen.1

In addition to his primary role, Ted contributes to financial literacy by writing a column on Personal Finance in the National Post.1 His expertise has also been sought for media appearances, such as discussing how to prepare for job layoffs.4