FINANCIAL PLANNING
D.W. Ellis & Associates Ltd.
2220 142 Ave. Edmonton, Alta. T5Y 1E6 Canada - (780) 457-7491 -
D.W. Ellis & Associates Ltd. offers consulting services in financial planning, corporate models, and econometric modeling.
FINANCIAL PLANNING - A DEFINITION
The management of the (financial) assets of an organization for the maximum overall benefit of the organization.
D.W. Ellis & Associates Ltd. offers financial planning services in the following areas:
- financial planning models
- accounts receivables analysis and models
- pension fund analysis and modeling
- portfolio management
- actuarial studies
- credit granting models
- optimal tax payments
- income tax models
- econometric modeling
- corporate models
- investment risk analysis
Some recent projects include:
- Pension Fund Model - a system to determine annual additions and evaluate the impact of rising salaries and changing pension fund rules
- Financial Planning System - a system used to produce a corporate model for a major Canadian company
- Spreadsheet Models - many small and large financial models of departments and whole organizations
- School Board Budget Model - a tool to evaluate the budget impact of capital plans and operating strategies
- Income Tax Model - a tool used to determine the best tax strategies for a private company
- Tax Payment Model - a tool used to determine tax installment strategies
- Accounts Receivables Model - a system used to determine the value of credit card accounts receivables
- Credit Granting Policies- a discriminant analysis procedure to help in the processing of requests for credit
- Sales Forecasting - an exception reporting system for the sale of a large number of retail items
- Survey Analysis - the analysis of many surveys including employee, public opinion, job, pupil, and management
- Investment Risk Analysis Model - a Windows based model for which the many components of capital investments and cash flow are specified as a distribution. The results are a distribution of the investment rate of return.
If you have questions or comments, please e-mail
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