PROTECT, GROW 
& PASS ON

what you’ve 
BUILT

Insurance, Investments and Estate Planning Services

Specifically designed for business owners, professionals, farmers and their families.

Family and asset protection

Family and Asset protection ensure that your family will be financially supported if you become unable to work, and the immediate benefits can be used to cover living expenses, pay for rehabilitative treatments and keep your family on track for the future.

Learn More

Estate and succession planning

Arrange your assets and finances so that they can be passed to the next generation. The goal of estate planning is to minimize your tax liability while maximizing your legacy via the amount of wealth that you can pass to your heirs and beneficiaries.

Learn More

Investment and portfolio analysis

Constructing an investment portfolio that matches your income needs, growth objectives and risk tolerance is a great way to increase your wealth in the long-term and achieve a secure future for yourself and your family.

Learn More

About ATA

Our unique approach encourages our clients to take the time to assess their current situation, visualize a future that is realistic and attainable, and build a plan that supports that vision.

Why Deal With ATA?

 

  1. You care about your family and assets: We help preserve your wealth for your families, farms, and businesses.

  2. You don't like paying taxes: We help plan for the here and now and over the long run.

  3. You want to leave a legacy: We help you pass on your assets to the next generation with harmony.

 

Ready to secure your financial future?

At ATA Financial Group, we take pride in our personalized approach to financial planning. Each individual, family or institution has unique goals for their financial future. We work to identify those goals and develop a comprehensive, custom-tailored financial plan that helps you achieve them.

Call us today for a free consultation and let’s take the first step toward achieving your financial goals and dreams.

Recent Posts

Your money is safe in Canadian banks

Mar 17, 2023 - Canada Life

Recent news of bank failures in the U.S. may be making you nervous. Banking failures are extremely rare in Canada and customers are protected...

Read more

4 tips for managing finances with roommates

Mar 15, 2023 - Canada Life

Housing is expensive, and you can make your money go further when you share costs. Here are some tips to help you manage household finances with roommates....

Read more

Understanding the gender pension gap

Mar 08, 2023 - Canada Life

The gender pension gap means that women are at an increased risk of living in poverty in old age...

Read more

Follow us on social media