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.

Contact us today

News

Recent articles

June 2026 market update

By Admin   2026/07/08

Global markets were steady in June, but inflation, interest rates and geopolitical developments remained key drivers for investors. Explore the highlights from Canada, the U.S. and abroad, and what they may mean for markets in the months ahead.

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May 2026 market update

By Admin   2026/06/04

Global markets reached new highs in May, but rising inflation, elevated energy prices, and weakening consumer confidence suggest a more challenging economic backdrop. Learn what these trends could mean for investors and the global economy in the months ahead.

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