Calgary HR Services, Career Transition, and Coaching   Advantage Tech Inc.

HR Services, Career Transition, and Executive Coaching since 1980

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Career Transition - Financial Planning

Advantage Tech works with the Milestone Asset Management & the Truesdale Financial Group to provide a number of Financial Planning Consulting services to both individuals and corporations. We coach our clients to articulate and realize their financial goals by taking a holistic approach to wealth management. In this capacity, each client receives a written document that provides in-depth analysis and recommendations in the following areas:

Net Worth Analysis

Severence Package Strategies

Tax Planning

Risk Management

Estate Planning

Retirement Planning

Education Analysis

Portfolio Management

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