Athena Financial Inc.

Athena Financial · British Columbia & Ontario

Approaching Retirement

Your next chapter deserves a plan. We help turn your savings into an income strategy, with thoughtful decisions around tax, pensions, and the people you love.

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: Know when I can retire

Let’s talk about it

Understand your options

Good questions. Thoughtful answers.

How do I know if I have enough?

Confidence comes from knowing your savings, CPP, OAS, and pensions are working together to support your lifestyle. We begin by understanding your unique needs and long-term vision, creating a personalized roadmap that clarifies how your resources will support you.

A closer look

Gaining clarity often brings immediate peace of mind. Whether you're on track or need small adjustments, our goal is to empower you with a clear, factual picture of your financial future as we develop your plan. Bring your latest statements to a complimentary assessment and we will run it with you.

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.

When should we start planning for retirement?

Beginning your planning five to ten years before retirement allows us to explore the full range of options for your pensions, savings, and tax strategies. Starting early gives you time to understand your options as you make these important life transitions.

Can you work with my accountant?

Yes, and we think it is the right way to do it. Retirement income decisions touch your tax return every single year, so we put the plan in place alongside your accountant rather than around them.

Do I have to move my investments to work with you?

No. If your current accounts and holdings fit your plan, we will tell you. The first assessment looks at what you have and where changing something would actually make a difference.

What happens in the complimentary assessment?

In this 15-minute introductory meeting, we focus on understanding your current financial landscape and your vision for the future. Your advisor can provide insight on your finances, offered at no charge to you.

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