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.

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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

Unlocking Financial Success: The Benefits of Working with a Canadian Financial Planner for Your RSPs

Ready to elevate your retirement savings game? Dive into our latest blog post as we unravel the secrets to maximizing your Registered Retirement Savings Plans (RSPs) with the expertise of a Canadian financial planner. Discover the personalized strategies, tax optimization hacks, and long-term planning insights that could reshape your financial future. Don't settle for average; aim for financial excellence! Click to read more and embark on a journey toward financial prosperity. πŸ’ΌπŸ’° #FinancialPlanning #RSPs #WealthManagement #RetirementGoals #FinancialSuccess

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December Hours

Our office will be closed from noon on December 22nd and will reopen on January 4th. May the Christmas season fill your home with joy, your heart with love and your life with laughter.

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