ATA Financial Group

ATA Financial Group Amrit Mavi
Tyler Monteyne
Adam Calibaba
Chad Lang

- Investment Representative

Saving for your child’s education? An RESP can help you build those savings while potentially taking advantage of govern...
09/03/2026

Saving for your child’s education? An RESP can help you build those savings while potentially taking advantage of government grants.
The Canada Education Savings Grant can add to your contributions, helping your savings go further toward future education costs. Depending on your contributions and eligibility, you may be able to receive additional funds to support your child’s future post-secondary education.
Start early, contribute consistently, and make the most of your RESP.
Want to learn more? Visit us at atafinancial.ca or send us a message!
ReginaFinancialAdvisors SaskatchewanFinance retirementplanning financialservices ReginaWealthManagement wealthmanagement taxplanning investing investments financialtips

Happy Birthday Riley Leffler!Riley is someone who brings dedication, professionalism, and a genuine passion for helping ...
08/31/2026

Happy Birthday Riley Leffler!
Riley is someone who brings dedication, professionalism, and a genuine passion for helping clients achieve their financial goals. Whether he’s working with clients, spending time at the cabin, playing hockey, or enjoying a round of golf, Riley approaches everything with enthusiasm and care.

Life insurance isn’t only for people with families or mortgages. Getting coverage while you’re young and healthy can hav...
08/27/2026

Life insurance isn’t only for people with families or mortgages. Getting coverage while you’re young and healthy can have advantages, including potentially lower premiums, which makes it more important to lock in your insurability as it may be more difficult as you age.
Your needs will change throughout life, but starting the conversation early can help you build a strong financial foundation.
Want to learn more? Visit us at atafinancial.ca or send us a message!
ReginaFinancialAdvisors SaskatchewanFinance retirementplanning financialservices ReginaWealthManagement wealthmanagement taxplanning investing investments financialtips

Your 40s are a great time to check in on your financial plan and make sure you’re still on track for the future.From ret...
08/27/2026

Your 40s are a great time to check in on your financial plan and make sure you’re still on track for the future.
From retirement savings and investments to insurance and estate planning, reviewing your plan now can help you prepare for the years ahead.
Want to learn more? Visit us at atafinancial.ca or send us a message!
ReginaFinancialAdvisors SaskatchewanFinance retirementplanning financialservices ReginaWealthManagement wealthmanagement taxplanning investing investments financialtips

We spend so much time planning for our financial future, but protecting yourself along the way matters too.Critical illn...
08/20/2026

We spend so much time planning for our financial future, but protecting yourself along the way matters too.
Critical illness insurance can provide financial support if you’re diagnosed with a covered condition, giving you greater flexibility to focus on your health and recovery.

Want to learn more? Visit us at atafinancial.ca or send us a message!
ReginaFinancialAdvisors SaskatchewanFinance retirementplanning financialservices ReginaWealthManagement wealthmanagement taxplanning investing investments financialtips

Liquidity refers to how easily an asset can be converted into cash without significantly affecting its value. In simple ...
08/19/2026

Liquidity refers to how easily an asset can be converted into cash without significantly affecting its value. In simple terms, it shows how quickly you can access your money when you need it.
Cash and funds in a chequing account are highly liquid because they’re available right away. Assets like real estate or certain investments are less liquid since they can take time to sell and may change in value.
Understanding liquidity helps you balance your short-term needs with long-term financial goals. Having some liquid assets can help you handle emergencies, while less liquid investments may support long-term growth.

Want to learn more? Visit us at atafinancial.ca or send us a message!
ReginaFinancialAdvisors SaskatchewanFinance retirementplanning financialservices ReginaWealthManagement wealthmanagement taxplanning investing investments financialtips

Should you save or invest? 💰It depends on when you’ll need the money.💵 Save: For short-term goals, emergencies, and expe...
08/13/2026

Should you save or invest? 💰
It depends on when you’ll need the money.
💵 Save: For short-term goals, emergencies, and expenses you’ll need soon.
📈 Invest: For long-term goals and money you can leave untouched for several years.
The goal? Give every dollar a purpose.

ReginaFinancialAdvisors SaskatchewanFinance retirementplanning financialservices ReginaWealthManagement wealthmanagement taxplanning investing investments financialtips

Your 30s can come with a lot of competing financial priorities, buying a home, starting a family, paying down debt, and ...
08/11/2026

Your 30s can come with a lot of competing financial priorities, buying a home, starting a family, paying down debt, and saving for the future.
It’s also a great time to take your investing strategy to the next level. By building on the habits you started in your 20s and staying consistent, you can put your money to work while keeping your long-term goals in sight.
Remember: there’s no one-size-fits-all investment strategy. Your plan should reflect your goals, timeline, and comfort with risk.

ReginaFinancialAdvisors SaskatchewanFinance retirementplanning financialservices ReginaWealthManagement wealthmanagement taxplanning investing investments financialtips

Please join us in welcoming Andrew Belitski to the ATA Financial Group team!As a Certified Financial Planner (CFP®) with...
08/06/2026

Please join us in welcoming Andrew Belitski to the ATA Financial Group team!
As a Certified Financial Planner (CFP®) with over five years of industry experience, Andrew is passionate about helping individuals and families build confidence in their financial future. His holistic approach to financial planning and commitment to creating personalized strategies make him a valuable addition to our team and to the clients we serve.
We’re excited to have you with us, Andrew, and can’t wait to see all you’ll accomplish at ATA Financial Group!

Please join us in welcoming Riley Leffler to the ATA Financial Group team!With over six years of experience in private w...
08/04/2026

Please join us in welcoming Riley Leffler to the ATA Financial Group team!
With over six years of experience in private wealth management and a passion for helping families, business owners, and farmers navigate their financial futures, Riley is dedicated to creating personalized strategies that bring clarity and confidence. His practical, relationship-focused approach and commitment to putting clients first make him a fantastic addition to our team.
We’re excited to have you on board, Riley, and look forward to all you’ll accomplish with ATA Financial Group!

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Regina, SK
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