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Mississauga Financial Advisor - Nainesh Shah - Trilogy Financial Solutions |

Nainesh Shah is an independent financial advisor serving investors in the Mississauga, Ontario area.

http://www.trilogyfinancial.ca/

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Mississauga Financial Advisor - Nainesh Shah - Trilogy Financial Solutions | | trilogyfinancial.ca Reviews

https://trilogyfinancial.ca

Nainesh Shah is an independent financial advisor serving investors in the Mississauga, Ontario area.

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1

Resources | Trilogy Financial Solutions

http://www.trilogyfinancial.ca/resources

Skip to main content. My life stage is:. We can help you plan for:. Your child's education. Gov't Sites and Forms. To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics. Below or use our Search Tool. Above to find articles pertaining to almost any type of financial situation. If you need additional assistance, please don't hesitate to send us an email or call our office. You get home fr...

2

Tax Planning | Trilogy Financial Solutions

http://www.trilogyfinancial.ca/tax-planning

Skip to main content. My life stage is:. We can help you plan for:. Your child's education. Gov't Sites and Forms. Tax planning and tax strategies involve the application of the rules and provisions of the Income Tax Act, which is voluminous and in a constant state of change. Because their effective application can result in hundreds or even thousands of dollars of tax savings each year, it is strongly recommended that you seek the guidance of a financial professional with experience in income and in...

3

Why Time Matters | Trilogy Financial Solutions

http://www.trilogyfinancial.ca/e-newsletter/2015/2015-08/article-1.htm

Skip to main content. My life stage is:. We can help you plan for:. Your child's education. Gov't Sites and Forms. Posted on: August 10, 2015. It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a financial planner or investment advisor regarding investment returns that can be generated on some spare cash that is not needed in the immediate future. Conversely, in the event that the advisor and the client get lucky and make a large return on their m...

4

Insurance Analysis | Trilogy Financial Solutions

http://www.trilogyfinancial.ca/insurance-analysis

Skip to main content. My life stage is:. We can help you plan for:. Your child's education. Gov't Sites and Forms. Proper analysis is vital to ensure that you aren't paying too much for insurance and that you have the correct type of insurance for your needs. INSURE RIGHT - Interactive Insurance Helper * *. Call our office today if you have questions about your insurance strategy. Without barely a moment’s thought, you would protect your family from an immediate threat. You get home from work, your wife ...

5

Financial Plans and Marriage Breakdown | Trilogy Financial Solutions

http://www.trilogyfinancial.ca/e-newsletter/2015/2015-08/article-2.htm

Skip to main content. My life stage is:. We can help you plan for:. Your child's education. Gov't Sites and Forms. Financial Plans and Marriage Breakdown. Financial Plans and Marriage Breakdown. Posted on: August 10, 2015. Statistics show that about half of marriages end in divorce. Ed and Liz are ending theirs and are concerned about changes that will have to be made to their financial and estate plans. Some considerations, also in common-law relationships, are:. Ed and Liz will each need to make new Wi...

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Trilogy Finance, LLC

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Mississauga Financial Advisor - Nainesh Shah - Trilogy Financial Solutions |

Asset or a Liability? Roy and Mary mistakenly believed that they could simply gift the cottage to their children and postpone taxes on the gain. While the property can be gifted to a spouse or rolled over tax-free on death to the surviving spouse, when it transfers to children or grandchildren, taxes on the gain in value will be due. Because their ultimate intent is for their heirs to get the cottage, there are some things they can do now to minimize the hassles and costs when the time comes. A more viab...

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Trilogy Financial Search

Specializes in the permanent and temporary placement of accounting and financial professionals in the Atlanta area. Our clients range from start-up organizations to Fortune 500 companies. We assist our clients with identifying the best possible resources for their needs, and our candidates experience a wide variety of opportunities to fit their professional career goals. Trilogy helps you to find the opportunity that will meet your career goals and bring you long-term success. Please contact us today.

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Trilogy Financial Solutions - Helping you get out of debt and build wealth.

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