Athena Financial · British Columbia & Ontario
What comes after your years of caring for patients? We help healthcare professionals build a retirement plan beyond their practice, and help other clients connect savings, pensions and future income with their next chapter.
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: Understand my income needs
Understand your options
Start with the life you want to lead: essential spending, travel, family support, and a buffer for unexpected costs. We compare those needs with savings, pensions, and government benefits.
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
Absolutely. The earlier you start, the more powerful the effect of compounding growth. Even small contributions in your 20s and 30s can grow into significant sums by retirement.
An IPP is a defined benefit pension plan for incorporated professionals. It allows for much larger tax-deductible contributions than an RRSP, especially for those over 40. We can help you determine if an IPP is a suitable strategy for you.
There is no one-size-fits-all answer. It depends on your desired lifestyle, your expected expenses, and your other sources of income. Our retirement readiness assessment can give you a personalized target.
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.”