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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

Calgary 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

    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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