Helping Sales Professionals Grow Wealth & Achieve Goals
You’re a sales professional balancing career success with managing finances. We provide strategies to help you grow wealth, manage taxes, and reach your financial goals.
Maximize Your Earnings & Financial Future
Are you optimizing your commissions and savings? We’ll guide you through taxes, investments, and long-term goals to ensure your financial success.
We use income stabilization strategies such as emergency, opportunity and reserve funds and automate savings to stay financially stable during income swings. This includes large commission and bonus payouts.
We guide you on estimating taxes, structuring expenses, and leveraging income/tax deferral strategies to smooth both your income and tax bill. We also assess all available deductions to you and your self-employed business.
We create portfolios tailored to your goals and income patterns, ensuring consistent growth even during low-income months. We create a funding plan that is optimized to your fluctuating income.
We look at personal investment accounts such as TFSA’s, RRSP’s, Spousal RRSP’s, and Non-Registered accounts to build ‘buckets’ for retirement. We also asses the possibility, benefits and costs of incorporation to provide further tax-deferred retirement vehicles.
We ensure you have comprehensive insurance to cover income loss and protect your financial stability.
We look at both current and potential compensation packages to assess changes in income, cash-flow and savings to ensure your personal financial plan and long-term goals are not compromised.
A Trilogy Wealth Success Story
See how a sales professional streamlined their finances and grew their wealth with Trilogy Wealth’s personalized planning, reaching their financial aspirations.
Remi's Situation
Remi, a successful sales professional in tech, earned the majority of his income through commissions, which fluctuated significantly from month to month and year to year.
He struggled to manage the unpredictability of his cash flow, plan for taxes, and save consistently for a home and retirement. He now has another job offer that he is contemplating.
Our Approach
We developed a tailored financial strategy for Remi, including a budgeting system that stabilized his cash flow by using a reserve strategy. We advised him on tax-efficient strategies for managing his commission income and looked at what the impacts to his family’s financial plan would be.
To address retirement savings, we implemented a plan that prioritized contributions to a TFSA and both personal/spousal RRSP’s.
The Results
Remi’s cash flow is now stable, and he is saving consistently for him and his family’s retirement despite his fluctuating income.
He feels confident about his financial future and now has the flexibility to explore new career opportunities.
Trilogy Wealth Pricing for Successful Sales Professionals
Our personalized financial planning approach helps our clients:
• Gain clarity and control over their finances
• Spend more time doing what they love
• Secure their financial future with confidence
Trilogy Blueprint.
A one-time financial plan designed to address your unique needs and set you on the path to financial success.
For Individual Sales Professionals
Four meetings to create a tailored financial, tax and cash-flow strategy to ensure you're on track for all your goals.
For Families of Sales Professionals
Four meetings to develop a strategy that includes yours and your family's personal and financial circumstances.
Trilogy Roadmap.
An ongoing plan built on your One-Time, Trilogy Blueprint, with accountability, service & implementation to help you stay on track.
For Individual Sales Professionals
Ongoing support and implementation of the Trilogy Blueprint that includes annual compensation planning and tax strategy.
For Families of Sales Professionals
Ongoing support and advice for you and your family as your income and goals change.
Looking for Full Financial Planning?
Let us handle your finances and investments so you can focus on what matters most.
Investment Management (Optional)
Financial Clarity Starts with a Conversation
A simple, no-pressure conversation is all it takes to start building a clearer financial future. Let’s chat about your goals, challenges, and how Trilogy Wealth can help you get there—book your free assessment today!
Financial Tips and Strategies for Every Stage of Life
Explore our blog for expert advice on wealth management, tax planning, and career transitions, tailored to help you achieve financial success at every stage.
Talk With an Advisor Today
Book your free assessment today to get a better grip on your finances—it all starts with a simple, laid-back 20-minute call.
Our calls are totally stress and pressure-free. Guaranteed.