Blog Posts

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.

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.

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

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.

Market swings can be unnerving when it comes to your money. And when you’re worried, you want to take action. Instead of being worried, the best course of action is to be prepared.

These days, there are many different types of insurance designed to protect one of your biggest assets: Yourself. There’s life insurance, health insurance, long-term care insurance—some celebrities even protect specific parts of their body against the possibility of injury.

Holidays need not mean expensive gifts. This guide will help make your giving more meaningful.

Are you maximizing your RRSP and TFSA and looking for additional ways to continue tax-deferred investing?

When you’re shopping for a mortgage, many lending institutions offer you mortgage insurance as well.

Getting help to invest, manage taxes, and protect your family may be worth the cost.