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

Should risk-averse investors consider seg funds?

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?

Read More

A summary of Goverment of Canada help during Covid-19

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

Read More

NOTICE OF TEMPORARY OFFICE CLOSURE DUE TO COVID-19

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.

Read More

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.

Read More