Athena Financial · British Columbia & Ontario
We help professionals, business owners, and families minimize taxes, make their money work harder, and build secure financial futures, without the confusion.
Personalized financial guidance
Taxes are one of the biggest headaches of the year, right? Whether you’re just starting out, well-established, or running your own business, we offer tailored solutions to help minimize your taxes and keep more money in your pocket.
Explore tax planning
We learn about your financial habits, your goals, and what matters most to you.
Start with a complimentary conversation
We handcraft a personalized financial plan, with clear recommendations and strategies.
Understand your options and next steps
We implement your plan and stay connected as your work, family, and priorities change.
Keep your plan moving with your life
Built around your life
Personalized advice
Do you feel like you're never going to get out of debt? Whether they are student loans, credit card debt, or anything else, we can help you create actionable steps to mitigate your payments. Let's lift that weight off of your shoulders once and for all.
Do you worry about the money moving in and out of your account or how much your business really needs to run? Setting aside funds for taxes is wise but that money can do more. Let’s make it work for you.
Taxes one of the biggest headaches of the year, right? Whether you’re just starting out, well-established, or running your own clinic, we offer tailored solutions to help minimize your taxes and keep more money in your pocket.
Illness, disability, or unexpected loss can strike at any time. Wouldn’t it be reassuring to have protection that doesn’t drain your savings in a health emergency? That’s what we call smart risk management.
With so many different investment options floating around on the internet, it can get pretty overwhelming to know which one strategy is the right one for you. Our process helps you determine the best vehicle to your financial wealth and security.
Saving for retirement can seem hard, but it doesn't have to be! Let us help you grow your nest egg faster and in a way that aligns with your short term finance objectives too. Let’s talk about building passive income, so you are safe to retire, at any age.
Want to plan for the next generation? There are ways that you can bypass probate, and put money in the hands of the people you love immediately! When estate planning is done right, there is no mess, no fuss, and no worries.
Own a corporation in Canada? We’ll help you invest retained earnings or plan for your family’s future — tax-efficiently. With strategies like Corporate Wealth Transfer, you can save more and keep more in your family’s pocket.
Reduce your taxes while supporting your favourite charity a true win-win. Maximize your charitable gifts and minimize your tax bill with this smart giving strategy.
Real client experiences
Our clients always come first! When you join our team, we commit to your best interests, and share full transparency in all of your financial needs.
“HIGHLY RECOMMENDED! I've been working with Athena Financial for a few years now and the shape of my finances has never been better. Ken and his team are knowledgeable, responsive, and easy to partner with. As a beginner investor back when I started, I felt I had a lot to learn but Ken was great about breaking down concepts to make things easy to understand.”
“For over 14 years my investment portfolio has grown substantially with financial advisor Ken Feng. He is diligent with keeping up to date with market fluctuations, respectful of my financial boundaries and is always trying to help me become more financially literate be it taxes or investing. I can confidently say without a doubt my experience with Athena and Ken has enhanced my financial wellbeing and further prepared me for life's costs. Thank you!”
“Ken and his team is AMAZING !! I been working with them since 2019 and it's still going . Very easy team of people to work with and very responsive to my questions . I highly recommend them !!”
“Ken always goes above and beyond to help you get your money invested the right way. Amazing experience as 5 year client.”
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