Athena Financial Inc.

Athena Financial · British Columbia & Ontario

Career Professionals

A growing career. A busy family. More decisions to make. We help your salary, savings, mortgage, and protection work together, around the life you want.

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: Keep more of my salary

Let’s talk about it

Understand your options

Good questions. Thoughtful answers.

I have a salary and a workplace pension. Isn't that enough?

While a salary and pension provide excellent security, a personalized plan helps connect every element of your financial life—from RRSP contributions to tax management—to support your goals to support your long-term goals.

A closer look

True empowerment comes from coordination. We help you align your contributions, coverage, and debt strategies, providing regular reviews to ensure your plan evolves alongside your career and family needs.

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 already have a workplace plan. Why would I need an advisor?

A workplace plan is just one piece of the puzzle. We help you coordinate your RRSP, TFSA, mortgage, and insurance into a single, cohesive strategy that empowers your entire financial life.

Can you help me understand my pension at work?

Yes. We can explain what your contributions are buying, how a defined benefit pension changes your RRSP room, and what your options are if you change jobs.

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

No. If your current accounts fit your plan, we will tell you. The first assessment looks at what you have and where it makes sense to make changes, if any.

What happens in the complimentary assessment?

In our 15-minute assessment, we explore your financial goals and current resources. 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