Athena Financial · British Columbia & Ontario
You care for others. We help chiropractors, physiotherapists and registered massage therapists reach peak financial shape, with all healthcare professionals—including those in kinesiology and dentistry—welcome.
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: Plan practice income and taxes
Understand your options
Chiropractors, physiotherapists and RMTs are at the heart of Athena’s history. We also welcome dentists, kinesiology professionals and others in healthcare. Whether you are employed, self-employed or a clinic owner, your plan starts with your own goals and circumstances.
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
No. Those professions are central to our history, but dentists, kinesiology professionals and other healthcare practitioners are welcome too.
Yes. We shape the plan around your actual work situation, whether employed, contracting, self-employed or owning a practice.
All meetings are by phone. Your first call is complimentary, lasts 15 minutes and carries no obligation.
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.”