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.
If we can help you with any of the above, we need to talk.
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
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 |
By Admin 2020/04/29
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 MoreBy Admin 2020/04/20
Insurance can anchor a financial security plan by helping to reduce risk Life is full of risks, and most we simply have to accept.
Read MoreBy Admin 2020/04/16
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 MoreBy Admin 2019/11/21
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 MoreBy Admin 2019/09/20
Managing your money can be difficult, particularly when you’re young. These articles can help you establish useful saving strategies.
Read MoreOffice: | 705-528-0518 |
Toll Free: | 1-888-528-0518 |
The information on this website is intended for residents of Ontario only.
* The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.
Mortgage referrals and insurance products, including segregated fund policies are offered through Atherton Financial Group Inc.,
and Rob Atherton, Mathew Holland, Wayne Kobylnik and Lauren E. LaBrie offer mutual funds through Quadrus Investment Services Ltd.
Legal, Copyright and Trademark information.
Representing Freedom 55 Financial, a division of The Canada Life Assurance Company.
Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design,
Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. used with permission.
