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Career Transition - Financial Planning
(Calgary Headhunters)
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
- diversification of family assets
- tax efficient debt structure
- benchmarking for accumulation
Severence Package Strategies
- Tax minimization of payout
- Analysis and recommendation of package options
Tax Planning
- maximization of deductions and deferrals
- income splitting structures
- trusts
- tax effective portfolio management
Risk Management
- analysis for life and disability insurance coverage
- analysis of group benefits
Estate Planning
- tax efficient transfer of wealth
- effective Power of Attorney and Will
- family trusts
Retirement Planning
- pension plan analysis
- specific retirement projections
- tax effective withdrawal of assets
Education Analysis
- accumulation strategies
- tax efficient funding options
Portfolio Management
- individualized asset allocation strategies
- construction and ongoing monitoring of portfolios
- discretionary money management
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1600 Sun Life Plaza West Tower,
144-4 Avenue S.W.,
Calgary, Alberta, Canada T2P 3N4
T: (403) 237-8855
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