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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
- 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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Advantage Tech Inc. (c) 1999-2007 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
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