Trusted.Collaborative.Working together with you.That's how we deliver your life's milestones.
ADVANTAGE is now Sonance.
As the trusted partner of individuals, families, and business owners, we work together with them to navigate a clear path toward their financial goals.
Today, that involves so much more than just financial planning.
Orchestrating key aspects of your wealth management journey to harmonize sound advice and sound investments helps you prepare for important financial milestones and challenges.
Advantage Financial Services has partnered with Sonance Wealth Partners Ltd. to expand the services available to clients. Existing client relationships will continue under their current agreements, and any changes to custodians, fees or service arrangements will be communicated to clients in advance.
What We Do
Thoughtful Advice. Disciplined Investing.
Financial Planning
Many people will offer you advice on which investments to buy. But there's more to your financial life than your RRSP.
Estate taxes, income taxes and education funds for your children are just some of the other complex aspects of your total financial picture.
Retirement Planning
For most Canadians, retirement is a major financial goal that requires considerable financial commitment.
Whether you have already established a Retirement Savings Plan or are just beginning, it is never too late to begin saving.
Estate Planning
Many people assume that estate planning is only for the wealthy.
So, it must come as a shock to the families of all the Canadians who die every year without a will when the province takes control of the estate to decide how the assets are to be distributed.
Tax Planning
Taxes are a fact of life. They affect every Canadian in most aspects of their lives.
Whether it's earning an income, making a purchase, owning real property, investing, running a business, or transferring your estate, life is full of taxable consequences that, if left unchecked, could consume an ever increasing amount of one's livelihood.
Portfolio Analysis
Careful portfolio analysis is necessary to ensure that you have the correct asset allocation according to your objectives and risk tolerance.
Long term investment returns are always directly determined by the types of assets held in an investor's portfolio.
Insurance Analysis
Proper analysis is vital to ensure that you aren't paying too much for insurance and that you have the correct type of insurance for your needs.
The decision to buy insurance to protect against a certain risk is usually based on some determination that there aren't sufficient personal resources to cover the exposure.
Our Team
Strategically Focused. Personally Connected.