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Antigonish Financial Group, originally founded in 1961 as Antigonish Insurance Agencies Ltd, has evolved into a comprehensive financial solutions firm. With over 50 years of experience, we have expanded our offerings from accounting and general insurance to a wide range of financial planning, investment management, estate planning, tax planning, and insurance services. Our team of interdisciplinary experts is committed to providing tailored solutions that align with each client's unique goals, without the pressure of sales targets or product bias. As an independent firm, we pride ourselves on our ability to deliver unbiased strategies that cater to the specific needs of families, trusts, foundations, and small business owners.

Our Services

_Financial Planning_

At Antigonish Financial Group, we understand that every individual has unique financial goals and priorities. Our financial planning services focus on establishing your financial goals, creating a customized plan to achieve them, and continuously reviewing and revising the strategy as circumstances change. We believe that a well-thought-out financial plan serves as the foundation for building wealth and securing your family's financial future.

_Investment Management_

Our investment management services aim to grow your assets and manage your debts effectively. With a long-term perspective, we guide you through financial market ups and downs, helping you overcome obstacles and capitalize during favorable times. Our team is experienced in managing various investment instruments, ensuring that your portfolio remains aligned with your risk tolerance and financial objectives.

_Estate Planning_

Planning for the transfer of wealth to the next generation is a crucial aspect of financial planning. Our estate planning services include charitable donations, inter-generational wealth transfer, will planning, and reducing tax at death. We work closely with you to create a comprehensive estate plan that reflects your wishes and minimizes the tax burden on your heirs.

_Tax Planning and Preparation_

Effective tax planning can significantly impact your overall financial strategy. At Antigonish Financial Group, we offer tax saving strategies, income splitting, and tax-preferred investment options to help you maximize your after-tax returns. Our tax planning services are designed to work in harmony with your overall financial plan.

_Risk Management and Insurance Solutions_

Our risk management and insurance services focus on protecting you and your family from unforeseen circumstances. We offer access to leading insurance companies in Canada, and our experienced advisors tailor protection plans within your budget. From life insurance and travel insurance to group insurance and pension solutions for small businesses, we provide comprehensive coverage to help you secure your financial future.

Proudly Serving All of Canada

No matter where you reside in Canada, Antigonish Financial Group can help manage your interests. We proudly serve clients from coast to coast, ensuring that they receive the highest level of financial advice and support. From buying a new home to planning for retirement, our team of skilled financial advisors is dedicated to providing solutions that make sense for you and your family.

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