Person

Shail

shail@jainfinancial.onmicrosoft.com · Unknown

jainfinancial.onmicrosoft.comdormant

Relationship history

Gmail timeline

Message and thread activity, newest first. LinkedIn/X events can drop into the same contract later.

Apr 14, 2026

gmailemailApr 14, 2026, 8:02 PM

Re: Shubh - Following up

Hi, Turns out i didn't sell any stocks or anything so I didn't really make income from canadian investments other than like 2$ in dividends. I didn't include my canadian investments in my

Re: Shubh - Following upgmail thread

Hi, Turns out i didn't sell any stocks or anything so I didn't really make income from canadian investments other than like 2$ in dividends. I didn't include my canadian investments in my

Participants: Shubh Mittal, shail@jainfinancial.onmicrosoft.com
Messages: 2

Apr 12, 2026

gmailemailApr 12, 2026, 6:14 PM

Shubh - Following up

Hi Uncle, Thanks for the call yesterday! I have a wealthsimple investment account with 12k usd. The HRBlock AI was saying I need to file FBAR (FinCEN Form 114) Form 8938 (FATCA) Schedule B (Form 1040)

Shubh - Following upgmail thread

Participants: Shubh Mittal, shail@jainfinancial.onmicrosoft.com
Messages: 2

Apr 10, 2026

gmailemailApr 10, 2026, 11:59 PM

Shubh Mittal and Shail Jain

Event Name 30 Minute Meeting Need to make changes to this event? Cancel Reschedule Powered by Calendly ________________________________________________________________________________ Microsoft Teams

Shubh Mittal and Shail Jaingmail thread

Event Name 30 Minute Meeting Need to make changes to this event? Cancel Reschedule Powered by Calendly ________________________________________________________________________________ Microsoft Teams

Participants: Shail, Shubh Mittal
Messages: 1

Audit trail

Identity & sources

Email

shail@jainfinancial.onmicrosoft.com

gmaillow confidence

gmail3

connected

CRM-ready