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
- Income Tax Reduction
- Tax Loss Redirection
- Estate Tax Elimination
- Capital Preservation (Life Insurance)
- Yield Enhancement (Par Insurance)
- Intergenerational Wealth Transfer
- Philanthropic Magnification
If we can help you with any of the above, we need to talk.
News
Our office will be closed on Monday, September 29th in observance of National Day for Truth and Reconciliation (in lieu of September 30th). We honour this day as a time for reflection and learning.
We will reopen on Tuesday, September 30th during regular business hours.
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Understanding Pension Options and Benefits
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