Atherton Financial Group Inc.

Blog Posts

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?

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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

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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.

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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.

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Managing your Money

Managing your money can be difficult, particularly when you’re young. These articles can help you establish useful saving strategies.

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Federal Budget 2019 - What does it mean for you and your clients?

The big picture On March 19, 2019, the federal government tabled its budget, entitled Investing in the Middle Class. The big themes in this pre-election budget were making home ownership more affordable and investments in skills training. There were also a number of tax-related and other items that may be of interest to financial advisors and their clients. Selected items are noted below.

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