Build A Roadmap To Financial Success

“A well-customized financial plan is much more than a roadmap to your financial future. It is a roadmap to your life.” -Aurora Tancock

At ATFS, we have been helping individuals, families, and business owners navigate the complexities of financial planning with confidence.

Values & history

We understand that one size doesn’t fit all, especially in financial planning. A customized financial plan can address specific needs that are unique to you.

OUR SERVICES

Individuals

We focus on organizing your finances so you can focus on living your life.

Businesses

We help you overcome the complexity of financial planning.

mission

Our mission is to empower individuals and businesses to achieve financial success through personalized guidance, innovative, solutions, and unwavering commitment to integrity.

At ATFS we strive to be a trusted partner on our clients’ financial journeys, helping them navigate the complexities of the financial world with confidence and clarity.

vision

Our vision is to be the leading financial services provider, known for transforming lives through creative plans and trusted partnerships.

We aspire to create a world where financial success is accessible to all, empowering our clients to achieve their dreams and secure their futures with confidence.

Key Features

Features That Set Us Apart

Explore the unique features that set us apart. Discover how our innovative solutions elevate your experience, making every interaction seamless and memorable.

Personalized Financial Plans

Tailored Advice: We offer customized plans based on individual financial goals, risk tolerance, and life stages.
Holistic Approach: We consider the complete financial picture, including: retirement, tax planning, investment strategies, and estate planning.

Specialized Expertise

Niche Services: We cater to specific groups such as small business owners, retirees, young professionals and much more.
Certified Advisors: We highlight qualifications such as CFP (Certified Financial Planner) and QAFP (Qualified Associate Financial Planner). Our advisors offer services in various languages across Canada.

Long-Term Relationships

Ongoing Support: We provide continuous monitoring and regular reviews to adapt plans as clients’ circumstances change
Life Event Planning: We offer proactive advice for major life events such as home buying or career transitions.

Client Testimonials

Don’t take our word for it – here’s what our clients say:

“ATFS patiently helped me see my path to my investments and retirement. Knowing the plan makes such a difference.”

Tess

“Words really cannot express how grateful I am with all your help with my finances throughout the years. My advisor explained everything to me in such an understanding way, and your assistance is invaluable”

Maureen

“It’s a great comfort for us in our mid-life to know that Aurora, with all her knowledge, patience, and professional competence, is managing our investments. We have no hesitation in recommending Aurora and her excellent team .”