Atherton Financial Group Inc.

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

2022 Federal Budget

Finance Minister Chrystia Freeland tabled the 2022 Federal Budget on April 7, 2022. Housing and affordability took the main stage with numerous measures aimed at tackling housing access, affordability, and improvements. There are no broad-based tax increases on individuals or corporations. The capital gains inclusion rate remains at 50% and there’s no real change to the principal residence exemption. The main revenue-generating measures of this budget are targeted at banks and life insurer groups: a one-time Canada Recovery Dividend is a tax of 15% on 2021 taxable income over $1 billion, payable over five years; and a permanent tax increase of 1.5% to 16.5% on income in excess of $100 million applying to taxation years after budget day and prorated for a taxation year including budget day.

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