AT Financial Group Inc. on Integrated Financial Management Program

by Marco Muller Freelance

Our integrated financial management program is the process we use to work with you in order to better understand your current financial position. After analyzing your financial data, we design the most effective plan that will direct you towards achieving your goal in a tax-effective manner.

 

1. Comprehension

To understand your goals, dreams and the current stage of your financial position

 

2. Analysis

To organize & analyze your personal and financial data.

 

3. Strategic Planning

To determine and develop integrated and customized financial solutions

 

4. Implementation

To work closely together with you in order to improve your financial position in:

-Assets Accumulation

-Tax Planning

-Education Funding

-Charity Giving

-Debt Management

-Retirement

-Estate Planning

 

5. Regular Review

To regularly monitor changes to our financial situation in order to adjust your financial plan as required

AT Financial Group Inc.

A.T. Financial Group, in partnership with AWM Financial Services Inc., helps clients protect, acquire and grow their wealth by providing unparalleled financial advice, services and products in the areas of insurance, investment and tax planning.Through this, we meet the needs of our clients and prepare them for the demands of the changing world.

Under the leadership of Amy Tong (president), both companies have grown to preeminent positions in the insurance and financial services industry. This has been accomplished by delivering the most comprehensive and innovative solutions, and by utilizing a diverse range of "best-in-class" products across the globe. With over 200 agents across Canada, we service clients in Canada, the United States, Asia and the Middle East. As a leading insurance brokerage we offer products from Canada Life, Industrial Alliance, Manulife, RBC, Great West Life and Sun Life (among others) and offer funds from all major mutual fund companies.

A.T. Financial Group and AWM Financial Services Inc. has a long-standing reputation for providing our clients with prudent financial planning strategies. Such strategies include: minimizing tax burdens, improving net worth, and protecting and maximizing the value of your estate for your heirs. Our financial advisors can provide this, and more, to help you and your family to succeed and thrive.

Our mission is to develop a strong alliance between our clients with agents, brokers, and financial institutions, through the management of their wealth. Our main goal is for us to "build together, grow together and become your partner for life."

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Created on Dec 31st 1969 18:00. Viewed 0 times.

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