Athena Financial · British Columbia & Ontario
Taxes are one of the biggest headaches of the year, right? Let’s look at your whole picture and help you keep more of what you earn.
Book my complimentary assessment20-minute introductory call · No charge · No obligation
Start with what matters to you
We handcraft customized solutions tailored to each client. Which priority would you bring to our first conversation?
Your starting point: Review my account choices
Let’s talk about itUnderstand your options
RRSPs can reduce taxable income today, while eligible TFSA growth and withdrawals are not taxed. We look at your contribution room, income, and goals before recommending an order.
The right choice depends on your income, family, and goals. We’ll look at your whole picture, not just one account.
Salary and dividends affect tax, RRSP room, and CPP differently. Your personal income needs and corporate plan help determine the right mix, alongside your accountant.
The right choice depends on your income, family, and goals. We’ll look at your whole picture, not just one account.
We review how your accounts, contributions, and family circumstances fit together. Income splitting is subject to specific rules; it is not appropriate for every family.
The right choice depends on your income, family, and goals. We’ll look at your whole picture, not just one account.
Money kept in your corporation needs a purpose. We connect investing, passive-income considerations, protection, and future withdrawals with your personal goals.
The right choice depends on your income, family, and goals. We’ll look at your whole picture, not just one account.
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
Real people. Real experiences.
“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.”
Before we meet
The best time is now. Tax planning is a year-round activity, not just something you do in April. The earlier you start, the more opportunities you have to save.
An accountant typically focuses on historical tax compliance. A tax planner, like Athena Financial, is forward-looking, creating proactive strategies to minimize your future tax liabilities.
The optimal strategy depends on your individual circumstances, including your income needs, retirement goals, and family situation. We can help you find the right balance for 2026 and beyond.
Your next chapter starts here
Bring the question on your mind. 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.”