AdvantageTech Inc.

Realizing Your Undeveloped Potential

Contact Us

Client Login

HR Services, Career Transition, and Coaching

Career Transition - Financial Planning

• Diverse Services
  
• Employee Perspective
  
• For Entrepreneurs
  
• Financial Planning Issues
  
• Career Transition Workshops
  
• Executive Resume Reviews
  
• Qualities
  
• Special
  
• Sample Resources(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
  

Home Page | About Us | Career Transition | Coaching | HR Services | Contact Us | Client Login

Website Design by

Advantage Tech Inc. (c) 1999-2011 All Rights Reserved

1600 Sun Life Plaza West Tower, 144-4 Avenue S.W., Calgary, Alberta, Canada T2P 3N4 T: (403) 237-8855 E: E-mail us