Athena Financial · British Columbia & Ontario
Financial Planning for Every Chapter
Whether you’re just starting out, well-established, or running your own business, we handcraft customized solutions tailored to you.
Book my complimentary assessment20-minute introductory call · No charge · No obligation
Your starting point
Which chapter are you in?
Getting Established
Let’s build a solid foundation, so you feel safe to take action on your dreams.
Explore this chapter
Career Professionals
Make your money work harder for you with a plan shaped around your career, family and goals.
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Business Owners
Own a corporation in Canada? We’ll help you invest retained earnings or plan for your family’s future — tax-efficiently.
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Approaching Retirement
Let’s talk about building passive income, so you are safe to retire, at any age.
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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.”
Before we meet.
What if I fit more than one stage?
That is common. Your work, family and finances can change at different speeds. We start with the pressure that matters now, then connect the other parts around it.
How much money do I need before financial planning helps?
There is no fixed starting number. Planning can help you decide what to do with your next dollar, whether you are building savings or managing several accounts.
Can my plan change when my life changes?
Yes. A useful plan changes with your income, family, business and retirement date. Regular reviews keep your decisions connected to what is happening now.
What happens if Athena Financial is not the right fit?
We will tell you clearly. The complimentary assessment has no obligation, and you can decide whether the next step makes sense for you.
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.”