Athena Financial · British Columbia & Ontario

Estate Planning

You’ve built something worth protecting. Let’s connect your wishes, beneficiaries, and financial plan, so the people you love understand what comes next.

5.0 · 100 Google reviews

15-minute introductory call · No charge · No obligation

Start with what matters to you

Your next decision.
A clearer direction.

We handcraft customized solutions tailored to each client. Which priority would you bring to our first conversation?

Your starting point: Review beneficiaries

Understand your options

Good questions. Thoughtful answers.

What should I organize first?

Start with your will, named beneficiaries, account ownership, and an overview of what you own and owe. We identify financial decisions to discuss with your lawyer and accountant.

The right choice depends on your income, family, and goals. We’ll look at your whole picture, not just one account.

You don’t have to figure it out alone.

5.0 · 100 Google reviews

Financial Empowerment in 3 Easy Steps

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 implement the recommended solution we built together for your goals.

Put your recommended solution in place

03

Wealth And Maintenance

We review and ensure that your plan is in alignment with your vision and goals as your work, family and priorities change.

Stay aligned with your vision and goals

Real people. Real experiences.

Confidence starts with trust.

5.0 · 100 Google reviews
“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.”
Jessica Tam
“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 !!”
Christina Ng
“Ken always goes above and beyond to help you get your money invested the right way. Amazing experience as 5 year client.”
Brock Glasgow

Before we meet

A few things
you may be wondering.

I'm young and healthy. Do I really need an estate plan?

Yes. Estate planning is not just for the elderly. If you have a family, own assets, or have a professional corporation, you need an estate plan. Unexpected events can happen at any age, and having a plan in place provides protection and peace of mind.

What is an estate freeze and how can it help me?

An estate freeze is a strategy that allows you to "freeze" the value of your corporate shares at their current value, with future growth accruing to the next generation. This can significantly reduce the tax liability on your estate.

How much life insurance do I need?

The amount of life insurance you need depends on your individual circumstances, including your debts, your family's income needs, and the potential tax liability on your estate. We can conduct a comprehensive needs analysis to determine the right amount for you.

Your next chapter starts here

Let’s make your money work harder for you.

Bring the question on your mind. Your first conversation is complimentary, with no obligation.

5.0 · 100 Google reviews

Complimentary 15-minute call · No obligation

“Ken and his team are knowledgeable, responsive, and easy to partner with.”
Jessica Tam · Client review excerpt