Athena Financial Inc.

Athena Financial · British Columbia & Ontario

Getting Established

Big goals start with a solid foundation. Let’s connect your savings, debt, and first financial decisions, so you feel ready to take the next step.

Book my complimentary assessment
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: Build a cash buffer

Let’s talk about it

Understand your options

Good questions. Thoughtful answers.

Where should my money go first?

Cover your monthly bills, make every required debt payment and build a small cash buffer first. Next, collect any employer matching available through work. After that, direct extra money toward expensive debt and the savings goal with the nearest deadline.

A closer look

Your order should fit your actual cash flow. A first-home down payment in two years needs a different account and risk level than retirement money you will not touch for decades.

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
Talk to an advisor

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 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
Meet Ken, your financial advisor

Connect the rest of your plan.

Financial planning
Retirement planning
Investment planning
Tax planning
Estate planning
Corporate & business planning
Life insurance
Disability insurance
Critical illness insurance

Before we meet

A few things
you may be wondering.

How much should I keep in an emergency fund?

Start with one month of essential expenses, then work toward three to six months. Your job stability, housing costs and access to family support can change the right target.

Can I invest while I still have student debt?

Yes, many young professionals find success with a balanced approach. We help you evaluate your debt interest rates and employer matching opportunities to create a sustainable plan that grows your wealth while managing obligations.

Do I need a large income to work with Athena Financial?

At Athena Financial, we believe every person deserves a strong start. Early planning is about maximizing your current resources through a clear strategy for savings and protection, regardless of your starting point.

What should I bring to the first assessment?

For our first meeting, simply bring an overview of your income, expenses, and savings. We focus on building a comfortable and informative environment to help you start your financial journey with confidence.

Can you help if I plan to buy my first home?

Yes. We can compare your down payment options, account choices, monthly costs and insurance needs before you commit to a purchase.

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.

Schedule a Consultation
Call us: (778) 608-3175
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