Athena Financial · British Columbia & Ontario
Personalized Financial Services
From your next savings goal to your future retirement, we connect the decisions that matter. Yes, we can help you with that.
Book my complimentary assessment20-minute introductory call · No charge · No obligation
Your financial picture
One life. More than one financial decision.
Financial planning
We want to know all about your financial habits and goals! These insights allow us to develop a personalized plan based on your needs.
Understand your options
Tax planning
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.
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Retirement planning
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.
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Investment planning
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.
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Estate planning
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.
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Corporate and business planning
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.
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Insurance
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.
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Not sure where to start? That’s what we’re here for.
Financial Empowerment in 3 Easy Steps
Our process- 01
Meet & Greet
We learn about your financial habits, your goals, and what matters most to you.
Start with a complimentary conversation
- 02
Solutions Meeting
We handcraft a personalized financial plan, with clear recommendations and strategies.
Understand your options and next steps
- 03
Wealth And Maintenance
We implement your plan and stay connected as your work, family, and priorities change.
Keep your plan moving with your life
Real people. Real experiences.
Confidence starts with trust.
“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.”
“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.”
Your next chapter starts here
You bring the goals. We’ll help connect the dots.
We love answering your questions. Your first conversation is complimentary, with no obligation.
Complimentary 20-minute call · No obligation
“Ken and his team are knowledgeable, responsive, and easy to partner with.”