Athena Financial · British Columbia & Ontario
You’ve built something worth protecting. Let’s connect your wishes, beneficiaries, and financial plan, so the people you love understand what comes next.
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: Review beneficiaries
Understand your options
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.
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. 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.
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.
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
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.”