Atherton Financial Group Inc.

Our services

So you're considering buying some life insurance? Which is better: term or permanent? Or maybe you're looking into investments and you would like some financial advice? Perhaps you just got a severance and aren't sure about your options? Call us today and we can help!

Life insurance

Whether or not you already have life insurance, Rob would be happy to review your situation and set something up for you.

We can help you manage risk and unexpected costs with life insurance, disability insurance, critical illness insurance and health coverage.


Let's talk about what investments you're considering:

  • Mutual funds
  • Segregated Fund Policies
  • Registered Retirement Income Funds (RRIF)
  • Life Income Funds (LIF)
  • Payout annuities
  • Tax Free Savings Accounts (TFSA)

Employee benefits

Atherton Financial Group Inc. can help you with:

  • Group Life and Health Plans
  • Group Pension Plans
  • Deferred Profit Sharing Plans (DPSP)
  • Registered Retirement Savings Plans (RRSP)
  • Individual Pension Plans
  • Retirement Compensation Arrangements

We can help meet the group benefits needs of your business or organization, whatever its size.

Our R & R program

  1. We listen to client - discuss financial objectives
  2. Authorization - client accepts financial planner
  3. Data gathering - completion of questionnaire and goal and objectives interview
  4. Preliminary analysis - assesses goals and risk tolerance
  5. Data and plan refinement
  6. Plan formulation and presentation - client approves plan
  7. Plan implementation
  8. Plan monitoring
  9. Plan review - client informs planner of changes

RELAX, RETIRE - We do the rest.

Pensions and severances

Receiving a Severance, Pension or Group RRSP? Don't fully understand your options? Call our team, we can help.

Financial Planning

Trying to wrap your head around your financial situation? Looking for some professional financial advice? Look no further. As a financial planner, for individuals and corporations, Rob can help you help find a solution to the concerns in your personal or business life. For your free plan review book a no obligation coffee with Rob today!