Athena Financial Inc.

Athena Financial · British Columbia & Ontario

Business Owners

You’ve worked hard to build your business. Let’s connect your company and personal finances, make retained earnings work harder, and plan for your family’s future.

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: Salary or dividends

Let’s talk about it

Understand your options

Good questions. Thoughtful answers.

What changes financially once I incorporate?

Incorporation brings new opportunities to coordinate your personal income, corporate savings, and long-term goals. We help you understand salary and dividends, tax considerations, and how to make retained earnings work harder for you, alongside your accountant.

A closer look

The opportunity is real: income you do not need personally can stay in the corporation and grow at that low rate. The risk is real too: without a plan, owners overpay themselves, miss the right salary and dividend mix, and leave cash sitting idle.

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.

I have an accountant. Why do I also need a financial advisor?

While your accountant manages your historical filings, we focus on your future: optimizing pay mixes, corporate investments, and insurance. We work alongside your accountant to ensure every part of your financial life is working together.

Do I need to be incorporated to work with you?

No. We work with sole proprietors and partnerships too, and deciding whether to incorporate is one of the most common questions we answer. Once the numbers show incorporation would help, we plan the transition with your accountant.

Do you work with businesses outside Vancouver?

Yes. We are licensed in British Columbia and Ontario, and all meetings happen by phone. Owners in Burnaby, Surrey, Toronto and smaller centres get the same process as owners in Vancouver.

What happens in the complimentary assessment?

We spend 15 minutes understanding your business’s financial health and your current compensation strategy. Your advisor can provide insight on your finances, offered at no charge to you.

Is my corporate information kept private?

Yes. Everything you share is confidential, and we do not contact your staff, partners or customers. If you introduce us to your accountant or lawyer, we only discuss what you have agreed to share.

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