Summary
TriDelta Financial
Founded in 2004
Description
TriDelta Financial is an independent, comprehensive financial planning firm. We start with developing a complete financial plan so that your entire financial health is considered when offering advice and recommending solutions. We offer the very best i...
Strengths
- TriDelta Financial has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since TriDelta Financial was founded, the company has grown faster than the industry average
Weaknesses
- Web traffic rankings are worse than the industry average
Annual Revenue
TriDelta Financial's annual revenue
$4429000
Based on Kona Equity data
-
Revenue per employee
$233105
-
Variance of revenue growth
0.01
-
Annual revenue growth since founding
$267555
-
Revenue growth rate from first known quarter to current
-29.2%
Employee Count
19 employees
-
Employee growth rate from first known quarter to current
-35.3%
Executives
Brad Mol
Senior Vice President, Wealth Advisor
b**@tridelta.caLorne Zeiler
Senior Vice President, Portfolio Manager
l**@tridelta.caKaran Ramlochan
Investment Analyst
k**@tridelta.caAsher Tward
Vice President, Estate Planning
a**@tridelta.caPaul Simon
Vice President, Head of Fixed Income
p**@tridelta.caJoshua Tward
Vice President, Insurance Operations
j**@tridelta.caJay Bernbaum
Senior Insurance Advisor
j**@tridelta.caKyle Taylor
Associate Portfolio Manager
k**@tridelta.caJennelyn Mariano
Director, Client Operations
j**@tridelta.caClaire Corrie
Director, Client Services
c**@tridelta.caCameron Winser
Vice President, Equities
c**@tridelta.caAnton Tucker
Executive Vice President & Portfolio Manager
a**@tridelta.caEdward Jong
Vice President, Fixed Income
e**@tridelta.caAlex Shufman
Vice President, Portfolio Manager
a**@tridelta.caJamuna Jeyakumar
Wealth Advisor & Associate
j**@tridelta.caJoe Hayes
Portfolio Manager
j**@tridelta.caG Score - 6
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Web Analysis
-
Rank
5.41 M
Location
Unlock unlimited leads
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Key Information
- Name: TriDelta Financial
- Category: Professional training & coaching
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 6 Founded in 2004 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
TriDelta Financial's headquarters are located at 2 Sheppard Ave East, Ste 410 Toronto, Ontario M2N 5Y7.
TriDelta Financial's official website is tridelta.ca
TriDelta Financial's annual revenue is $4.4 M.
TriDelta Financial's SIC: 62
TriDelta Financial's NAICS: 523; 52.
TriDelta Financial has 19 employees
TriDelta Financial is in the industry of Professional training & coaching.
