Discover Your Path
Explore the framework that fits your profession, business, and priorities.
Why A.T.
Built on honest education.
The best financial decisions happen when you are completely clear on the why behind your strategy.
Discover our philosophy
Build Together.Grow Together.
01 — Our philosophy
Your best interest is our priority.
A.T. Financial Group Inc., in partnership with AWM Financial Services Inc., helps you make decisions about protection, investing and taxes together rather than one at a time. We begin by listening: what you're building, who relies on you, and where you want to be in ten or twenty years. From there, we explain your options clearly and help you choose a plan you feel good about.
- Individual priorities
- No two clients are alike, so we build bespoke strategies around your circumstances rather than fitting you into a standard package.
- Integrated strategy
- Insurance, investment and tax planning work best together. Our specialists cover actuarial, underwriting, claims, group benefits, tax and after-sales service, so your plan is coordinated in one place.
- A shared mission
- We measure our success by yours, and we work alongside you as your goals and life change.
Leadership
Advice should feel personal—because your future is.
Amy Tong is President of A.T. Financial Group Inc. Her team focuses on life, disability, critical illness, and investment planning for healthcare professionals.
She is listed as a laureate of the Financial Hall of Fame and the Canadian Insurance Hall of Fame, with a background in financial and estate planning for healthcare professionals.
Amy Tong
President
Our approach
Clarity at every step.
Start with your priorities, explore your options, and discuss a plan that fits your life.
Get Educated
Understand the fundamentals and the reasons behind each option.
Co-Create Your Strategy
Build a tailored plan designed to adapt as your life and business evolve.