Atherton Financial Group Inc.

Atherton Financial Group Inc. is committed to helping you achieve financial independence through our own exclusive financial planning process, the R & R program: Relax, Retire - We do the rest.

7 Reasons we're in business

  1. Income Tax Reduction
  2. Tax Loss Redirection
  3. Estate Tax Elimination
  4. Capital Preservation (Life Insurance)
  5. Yield Enhancement (Par Insurance)
  6. Intergenerational Wealth Transfer
  7. Philanthropic Magnification

If we can help you with any of the above, we need to talk.

Our services

Individual services

  • Financial Planning
  • Estate Planning
  • Succession Planning
  • Registered Retirement Savings Plan (RRSP)
  • Individual Life Insurance
  • Individual Disability and Critical Illness Insurance
  • Registered Education Savings Plan
  • Mutual funds
  • Segregated funds
  • And more...

Employee benefits

  • Group Life and Health Plans
  • Group Pension Plans
  • Deferred Profit Sharing Plans (DPSP)
  • And more...

Make saving simple

Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.

Take action

Ready to take the next step towards planning for your financial future? Contact us today if you'd like to meet and discuss your financial needs.

News and publications

Happy New Years

Wishing you a very Happy New Years from all of us at Atherton Financial

How to make an impact with strategic charitable donations - Exploring your options

Whether you give time, money or skills, using a strategy will make it count Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan? Whether your motivation is spiritual, personal or altruistic, you can make a greater impact by incorporating strategic giving into your budget and financial plan. Strategic giving means careful selection of a charity, then planning how you’ll make your contribution.

Managing your Money

Managing your money can be difficult, particularly when you’re young. These articles can help you establish useful saving strategies.

Federal Budget 2019 - What does it mean for you and your clients?

The big picture On March 19, 2019, the federal government tabled its budget, entitled Investing in the Middle Class. The big themes in this pre-election budget were making home ownership more affordable and investments in skills training. There were also a number of tax-related and other items that may be of interest to financial advisors and their clients. Selected items are noted below.

Strategies for dealing with market volatillity

Market swings can be unnerving when it comes to your money. And when you’re worried, you want to take action. Instead of being worried, the best course of action is to be prepared.