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AdvantageTech Inc.

Realizing Your Undeveloped Potential

HR Services, Career Transition, and Coaching since 1980

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About Us
Career Transition
Executive & Management Coaching
HR Services

Financial Planning

Advantage Tech works with the Milestone Asset Management 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.

Most of our involvement in financial planning is at the time of career transition, during which time we provide advice to our individual clients about how to marshall their financial resources to ensure adquate cashflow during the period of transition, and also to assess the financial goals they need to set for themselves in the comming years in the workplace. To enhance the value we bring to clients, we also understand that coordinating professional advice is critical. Should our clients require such specialized services as advanced tax or legal advice, we will ensure that these professionals are integrated into the overall process. 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
    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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Advantage Tech Inc. (c) 1999-2017 All Rights Reserved
1600 Sun Life Plaza West Tower,
144-4 Avenue S.W.,
Calgary, Alberta, Canada T2P 3N4
(403) 237-8855
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