Trinity Wealth Partners

Description

Melissa joined our team in 2010 with ten years' experience in the insurance and financial industry. Most of this time was spent in Ontario where she worked for a large brokerage firm working with the top insurance companies in Canada. She is currently licensed to sell both mutual funds and insurance products with a long term goal of a Registered Health Underwriter (RHU) designation. She is committed to providing the highest level of service and customer focus to provide clients with insurance coverage that best suits the needs of themselves, their families, and their businesses.

You acknowledge that Trinity Wealth Partners and its representatives collect and use personal information for purposes of providing the services described on this site. Trinity Wealth Partners and its representatives are committed to respecting the privacy and confidentiality of information in accordance with applicable law. Trinity Wealth Partners and its representatives has established and will continue to maintain appropriate safeguards to protect the security and confidentiality of personal information.

Partners in wealth can be defined several ways. First and foremost, it personifies the relationships we have with our clients; based on education and empowerment. Second, it refers to the team of advisors and support staff that we have built who work together to deliver an exceptional customer service experience. Finally, it captures the relationships we have formed with our strategic business partners who we have chosen to provide product solutions or specialized advice to help our clients reach their financial goals.

First of all, the government has announced that they will be altering how they tax dividends paid from self employed income, with the effective personal tax rate on these dividends increasing by approximately 2 percent. Their goal in this regard is to “level the playing field” between business owners or other self employed individuals who choose to pay themselves salary vs. those who choose to pay themselves dividends.

When working with clients I survey several carriers’ prices and products to find a product that best suits the client’s needs. Cost savings is a big factor in this decision but my recommendations also factor in the reputation of the companies who I recommend, their financial strength, whether or not they have a good reputation handling claims, etc…Like most things there is not one product or one company to meet all of our clients’ needs.

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