Athena Financial · British Columbia & Ontario
From patient income to clinic expenses, taxes can feel like another job. We help healthcare professionals coordinate practice and personal tax decisions, with tailored planning for other professionals and business owners too.
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 my account choices
Understand your options
RRSPs can reduce taxable income today, eligible TFSA growth and withdrawals are not taxed, and an FHSA combines both for first-time home buyers. We look at your contribution room, income, and goals before recommending an order.
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
The best time is now. Tax planning is a year-round activity, not just something you do in April. The earlier you start, the more opportunities you have to save.
An accountant typically focuses on historical tax compliance. A tax planner, like Athena Financial, is forward-looking, creating proactive strategies to minimize your future tax liabilities.
The optimal strategy depends on your individual circumstances, including your income needs, retirement goals, and family situation. We can help you find the right balance for 2026 and beyond.
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.”