Athena Financial Inc.

Athena Financial Inc.





61 Reviews
  • Thursday9 AM–5 PM
  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM
  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM




Athena Financial Inc.




About the Business

Athena Financial Inc | Financial advisors for healthcare professionals to maximize money in their pocket and pay less to the taxman. Learn about tax benefits for incorporation, insurance, charity, and other strategies.

Contacts

Hours

  • Thursday9 AM–5 PM
  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM
  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM

Features

  • LGBTQ+ friendly
  • Online appointments
  • Appointment required
  • Language assistance




Recommended Reviews

Tomasz Madelski
19.10.2023
Athena Financial Inc.
Great experience. Both, Ken and Erin are very dedicated and determined to help us manage our finances. Sometimes it seems that they care about it more then we do. They are always up to date with our current situation and treat us like we were their only customers.Before making any decisions or performing any actions Ken guided us through the complex world of investments. Ken analyzed our situation, proposed few different options and explained in-details what each option means, what are potential gains and associated risks. It's not just a wealth management but also a great education as we understand our finances much better then we did just a few months ago.This is what we were looking for. We can focus on our jobs and daily activities knowing that Ken and Erin will take care of our finances.
Stanley Chow
18.10.2023
Athena Financial Inc.
Ken has been very helpful and very informative in the last few years I have been working with him. He is always able to answer my questions and he goes above and beyond to make sure that I am well informed of my decisions! He is very transparent with me which is very rare nowadays. I would highly recommend Ken in the future!
Hnin
02.10.2023
Athena Financial Inc.
Ken took time to really listen and understand my money psychology and ambitions. I was able to express a lot of my concerns and goals and he didn’t throw any cliche quotes at me. I feel like I understand some financial jargons and was able to let go of my misconception about insurance and investment. My two-cents from my experience with Ken and my previous financial planner is that, it’s best to go with an open mind and lots of questions.
Muhammad Inam Haider
16.09.2023
Athena Financial Inc.
Ken has been an amazing advisor. He listens and understands your situation and based on that comes up with a solution. He is very transparent. He goes through all the options in detail and ensures your consent is present in every step.
Quentin Bautista
09.08.2023
Athena Financial Inc.
Ken and his team are amazing at what they do! Ken is personable, honest, and knowledgeable. As someone who is not as financially literate, Ken was able to explain everything in much simpler terms and made sure that I understood everything. He is a genuine person and looks out for the best interest of his clients.
Cody Preston
30.07.2023
Athena Financial Inc.
I've worked with Ken for the last couple years for my investments and can say it's been an absolute pleasure working with him. His calm and easy to work with demeanour while always making sure you understand the material in the meetings has been so refreshing. If you're thinking of switching Financial Advisors then I would highly recommend working with Ken at Athena!
Norissa Toon
30.07.2023
Athena Financial Inc.
I highly recommend Athena Financials if you are looking for competent, caring and personalized financial planning for you and your family.Ken has been extremely helpful with answering all of my questions and tailoring my financial goals with my life goals. His expertise throughout the process with setting me up with a personalized plan has been appreciated.I feel more confident with my financial timelines and goals after every meeting with Athena Financials.
Louise Yan
23.07.2023
Athena Financial Inc.
Ken is incredible. He’s always on top of everything. There’s a lot of things I don’t understand but he really breaks it down for me and doesn’t stop explaining until I understand. He really makes sure you’re taken care of as a client but also really wants to educate his clients so they know and understand exactly what’s happening with their money. He’s also incredibly organized and makes sure when to contact his clients for important information. You’re always in good hands with someone so professional, knowledgeable, kind, and caring, highly recommend!
Rizzalyn Lao
21.07.2023
Athena Financial Inc.
I’ve been working with Ken for over 2 years and it has been nothing but amazing. Ken explains everything very clearly and works very efficiently to make everything go as smooth as possible. Ken is really great and would recommend his service!
Viktor Djurasic
14.07.2023
Athena Financial Inc.
Working with Ken has been a pleasure. His deep knowledge of the financial world, paired with a superb ability to convey this understanding, has made my learning process incredibly comfortable. Ken always made sure I understood what he was explaining, and the took the necessary time if I didn't. He guided me through his process and was transparent about every detail each step of the way. On top of this, Ken remains a kind, approachable, and friendly face that you can instantly connect with. I highly recommend Ken and his team to anyone looking for professional financial help.

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Athena Financial Inc.