Athena Financial · British Columbia & Ontario
From a new healthcare career to an established clinic, your money has more than one job to do. We connect income, debt, protection and long-term goals for healthcare professionals, with the same personalized care for other clients.
15-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: Organize my finances
Understand your options
We want to know all about your financial habits and goals. Your plan connects cash flow, debt, savings, investments, tax, protection, and the future you want to build.
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 implement the recommended solution we built together for your goals.
Put your recommended solution in place
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.
“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
Yes, and there is no obligation at the end of it. We spend 15 minutes on what you are working with and what is worrying you, and you leave with two or three things worth doing whether or not you hire us.
Whatever you can find easily: your last notice of assessment, recent account statements, any insurance policies and your mortgage details. If you arrive with nothing, we can still have a useful conversation and collect the paperwork afterwards.
Only if you want us to and only where it helps. Plenty of clients keep accounts where they are and use us for the planning and the reviews. We explain what moving would change before anything moves.
Usually two to four weeks between the first meeting and the written plan, depending on how quickly documents come together and how complex your situation is. Incorporated owners generally take longer because we coordinate with the accountant.
We prefer it. Cash flow, tax, insurance and retirement decisions are joint decisions, and plans built with one partner in the room tend to stall. Both of you are welcome at every meeting.
Your next chapter starts here
Bring the question on your mind. Your first conversation is complimentary, with no obligation.
Complimentary 15-minute call · No obligation
“Ken and his team are knowledgeable, responsive, and easy to partner with.”