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
- Income Tax Reduction
- Tax Loss Redirection
- Estate Tax Elimination
- Capital Preservation (Life Insurance)
- Yield Enhancement (Par Insurance)
- Intergenerational Wealth Transfer
- Philanthropic Magnification
If we can help you with any of the above, we need to talk.
News and publications
When markets are volatile and head south, many investors climb the proverbial wall of worry. Some abandon the markets and head for the safety of cash and cash equivalents. Others remain invested, but ride out volatile conditions in anxiety. Can those who are invested in segregated funds sleep better at night?
During this unprecedented time we want you to know we support you and as a company have gone to great measures to ensure your families stay protected and your plans stay on track. The government is also stepping outside the box. If you need financial support or know someone please review/share this link
Insurance can anchor a financial security plan by helping to reduce risk
Life is full of risks, and most we simply have to accept.
EFFECTIVE IMMEDIATELY UNTIL FURTHER NOTICE Atherton Financial Group has been closely monitoring the Coronavirus (COVID-19) outbreak and continues to observe Health Canada’s recommendations. Our first priority is the continued safety of our employees and our clients. Public health officials continue to advise that social distancing is the most effective strategy to prevent the spread of COVID-19. As such, our office will be closed to all outside visitors including customer walk-ins until further notice.
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.