Financial Security Planning in Midland ON| Atherton Financial Group

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.

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.

Office:

705-528-0518

Toll Free:

1-888-528-0518

Email:Rob.Atherton@f55f.com^*

News

2022 Federal Budget

By Admin 2022/04/08

Finance Minister Chrystia Freeland tabled the 2022 Federal Budget on April 7, 2022. Housing and affordability took the main stage with numerous measures aimed at tackling housing access, affordability, and improvements. There are no broad-based tax increases on individuals or corporations. The capital gains inclusion rate remains at 50% and there’s no real change to the principal residence exemption. The main revenue-generating measures of this budget are targeted at banks and life insurer groups: a one-time Canada Recovery Dividend is a tax of 15% on 2021 taxable income over $1 billion, payable over five years; and a permanent tax increase of 1.5% to 16.5% on income in excess of $100 million applying to taxation years after budget day and prorated for a taxation year including budget day.

Mutual funds vs. segregated funds: What's the difference?

By Admin 2021/08/04

If you’ve made the decision to invest some of your money, you may be wondering which option will offer you the best bang for your buck. Two of the most popular choices among investors are mutual funds and segregated fund policies.

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Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design,
Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. - Opens in a new window Used with permission.

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The information on this website is intended for residents of Ontario only.

Insurance products, including segregated fund policies, are offered through Atherton Financial Group Inc.,
and Atherton Financial Group Inc. offers mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

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Affiliated with Canada Life.