Financial solutions for small business owners & families: Tax & Retirement Planning, Estate Planning and Business Succession Planning. Our comprehensive financial strategies and programs for new graduates, resident students and healthcare professionals. Ensure that your family has the resources necessary to maintain a comfortable standard of living.
Services
A.T. Financial Group, in partnership with AWM Financial Services Inc., helps clients protect, acquire and grow their wealth by providing unparalleled financial advice, services and products in the areas of insurance, investment and tax planning. Through this, we meet the needs of our clients and prepare them for the demands of the changing world.
Private Medical Insurance Coverage of min $100,000 to insure parents, grandparents coming to Canada under Super Visa for hospitalization, hospital Care. When you leave Canada, even if it's only for a few hours, you are leaving behind up to 90% of your Government Health Insurance Plan (GHIP) coverage.
When it comes to helping our customers to attain the goal of financial security and independence to meet the rising expectations in a changing world, A.T. Financial Group offers sound advice in choosing appropriate insurance, savings, and retirement products. Our team of experienced and competent representatives is here to listen to you and provide professional consultation regardless of your financial status, tailoring to your individual needs.
A registered education savings plan (RESP) is a financial vehicle that is specially designed to build up savings for a child's postsecondary education. The amounts accumulated in an RESP are intended to cover the tuition fees and all education-related expenditures, such as housing, school supplies, food, transportation expenses, etc.
Reviews (10)
Jasleen Kaur
Nov 16, 2021
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Gloria Rhee
Jul 13, 2021
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Raymond Chan
Jun 17, 2021
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Positive: Professionalism, Quality, Responsiveness
Amy Tong is a fantastic resource who always puts her clients first. She has accommodated meetings at all hours and even on weekends. Her industry knowledge is top notch and we are very fortunate to have her as part of our financial team. Highly recommend!
Amy Tong is a fantastic resource who always puts her clients first. She has accommodated meetings at all hours and even on weekends. Her industry knowledge is top notch and we are very fortunate to have her as part of our financial team. Highly recommend!
Stacie Chen
Apr 17, 2021
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Positive: Professionalism, Quality
Amy and her team has been super helpful towards helping me and my family achieve our financial goals. We have been very happy with her service since we started getting her service in 2015. If you are looking for someone that is reliable, responsible and knowledgeable, then A.T. financial will be your best bet.
Amy and her team has been super helpful towards helping me and my family achieve our financial goals. We have been very happy with her service since we started getting her service in 2015. If you are looking for someone that is reliable, responsible and knowledgeable, then A.T. financial will be your best bet.
Pratik Babariya
Mar 29, 2021
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Vicki Kuo
Jan 01, 2021
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Amy is an amazing lady with a big warm heart. Have been getting help from Amy for 10+ years, not only is she very knowledgable and professional at what she does, she's also never stingy about sharing good information with you. She always tries very hard to achieve my needs and is very very responsive. Highly recommend Amy for anyone!!
Shelly Bajaj
Dec 22, 2020
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I am sharing my feedback for the quality services I received from Amy and her team.
After a tough time with different insurance companies and with excessive time wasted on looking for the right plans for my different insurance needs , Amy helped me in getting the right plans set up as per my requirements.
Besides insurance, she has been always helpful whenever I needed any advice .
I highly recommend Amy & her team. No one knows professional and personal insurances better than her.
After a tough time with different insurance companies and with excessive time wasted on looking for the right plans for my different insurance needs , Amy helped me in getting the right plans set up as per my requirements.
Besides insurance, she has been always helpful whenever I needed any advice .
I highly recommend Amy & her team. No one knows professional and personal insurances better than her.
Catherine Nguyen
Jan 25, 2020
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I met Amy when I was in first year of dental school and I have been working with her ever since. She works so hard and is always willing to accommodate me and my busy schedule. She responds quickly and will meet me at a time and location that is convenient for me. I was able to get a great disability insurance plan through Amy - Other insurance brokers who have looked at my plan have spoken highly about it as well! What I especially love about working with Amy is her genuine interest to help her clients succeed and achieve their goals in their personal and professional lives. Amy takes the time
Michael Zhu
Jan 08, 2020
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I have worked with Amy for the past 4 years. From what I've seen, she puts enormous work into researching and tailoring the best insurance packages for my specific needs. Her advice has always been genuine and backed up by a wealth of research. Amy also goes to great lengths to work with my busy schedule and has been an indispensable member of my team of business and financial advisors. I would highly recommend Amy's services as an insurance broker and advisor.
Hamid M.
Nov 16, 2019
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I met Amy Tong a few years ago and have been a client now for over 4 years. She has been one of the hardest working people I have ever met. She is filled with wisdom and she helps guide you through other life/business concerns outside of just insurance plans. Amy has always been very responsive and quick to act. She is willing to go out of her way to meet with you anywhere, anytime. I could not be any happier with her assistance with so many items over the many years. I can confidently say that I will continue going to Amy for more guidance with life/disability insurance and business advice in
