Matthew Ardrey
Matthew Ardrey is a certified financial planner and portfolio manager at TriDelta Private Wealth in Toronto. He specializes in creating tailored financial strategies for clients nearing retirement, such as Mark and Rebecca, helping them navigate complex issues like inheritance management and investment portfolios to ensure a secure financial future.
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Recent news mentions
Matthew Ardrey is a portfolio manager and senior financial planner who is advising Edmundo on his financial situation.
How should Edmundo, 68, chart a new financial path after losing his spouse?
Canada· 2026-02-08
Matthew Ardrey is a portfolio manager providing financial advice to Vince and Mindy.
How should Vince and Mindy wind down their $500,000 corporate account in retirement?Canada· 2025-11-30
Matthew Ardrey is a certified financial planner providing advice to Halle and Hank on their retirement and education funding.
How much can Halle and Hank, both 50, pay for their kids’ postgrad studies without risking their retirement?Canada· 2025-09-13
Matthew Ardrey is a portfolio manager and senior financial planner who is advising Ned on his financial situation.
How can Ned, 70, avoid paying higher taxes when he moves from Calgary to Toronto?Canada· 2025-06-07
Matthew Ardrey is a senior financial planner who analyzes the financial situation of Ezra and Leanne.
How this retired music exec focuses on happiness. Plus, where are your tax slips?Canada· 2025-04-11
Matthew Ardrey, senior financial planner and portfolio manager at TriDelta Private Wealth in Toronto, was asked to look at Ezra and Leanne’s situation.
Ezra and Leanne, both 63, fear they don’t have enough to retire. Should they take a hard look at their spending?Canada· 2025-04-05Matthew Ardrey is a certified financial planner and portfolio manager who looks at Mark and Rebecca’s financial situation.
How this HR professional got back on track after divorce derailed retirement. Plus, seven useful things to do with an RRSPCanada· 2025-02-13
Matthew Ardrey is a certified financial planner advising Mark and Rebecca on their inheritance investment.
Financial Facelift: What’s the best way for Mark, 62, and Rebecca, 59, to use a $1-million inheritance?Canada· 2025-02-08