Are You Losing Thousands to Taxes Every Year?
Most chiropractors, physiotherapists, and registered massage therapists end up paying more tax than they should, usually without even knowing it. Missed deductions, outdated bookkeeping, and unclear accounting practices can cost you thousands every single year.
Financial Empowerment
in 3 Easy Steps
Meet & Greet
We want to know all about your financial habits and goals! These insights allow us to develop a personalized plan based on your needs. We take an holistic approach to incorporate the "big picture" factors in your life that impact your wealth.
This first meeting is a complimentary and safe space for you to share your financial details. Go ahead and let us know all your goals, your concerns, and any questions you may have, so we can build a fruitful relationship together.
Solutions Meeting
After learning about your goals, we craft a personalized financial plan with clear recommendations, timelines, and strategies. Each step is designed to align with your objectives and move you closer to your long-term financial vision.
Once finalized, we implement the plan often working with your accountant, banker, or lawyer to ensure every part of your financial life works together for the best results.
Wealth And Maintenance
Are you buying a new home, welcoming a baby, or celebrating a promotion? As your life evolves, your financial plan should evolve with it. We'll stay in touch and make timely adjustments to ensure your strategy continues to align with your changing priorities and life goals. In addition to our regular semi-annual meetings, we'll actively monitor your progress and keep you on track, so your plan always supports the life you're building.
Giving you a financial peace of mind for anything life throws at you
Schedule Your Complimentary Meet & Greet
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Debt Management
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.
Cash Flow
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.
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.
Unforeseen Emergencies
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.
Investments
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.
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.
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.
Corporate Tax 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.
Charitable Giving
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.
What Our Clients Say
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.
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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.
I’ve been working with Ken and Athena for several years now. I love how the team explained the importance of prioritizing protecting our finance and assets over blindly investing into the market. I would definitely recommend the Athena Team to anyone who’s looking for financial protection and strategic investing.
I’ve really appreciated working with Ken. He genuinely cares about his clients’ financial well-being and provides excellent advice that I could easily put into action. He also takes the time to clearly explain the reasoning behind certain investment decisions, which makes me feel informed and confident. I feel supported and well-guided every step of the way.
I only have great things to say and Ken, Lap and Athena Financial Inc. I started with them this past year in a place where I needed all the support and financial help possible. Ken was able to help correct the course and steer me in the right direction with sage advice and a plan for not only this year, but also for the future.
I've worked with Ken for the last couple years for my investments and can say it's been an absolute pleasure working with him. His calm and easy to work with demeanour while always making sure you understand the material in the meetings has been so refreshing. If you're thinking of switching Financial Advisors then I would highly recommend working with Ken at Athena!
I've worked with Ken and Lap for the past year and have been throughly impressed by their knowledge and professionalism. Ken's explanations for why certain financial paths/options have been instrumental in ensuring I meet my long-term financial goals. Coupled with the routine check-ins ensures that we can course-correct as both life and the market change. Would highly recommend.
Case Studies:
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