Ken Feng
Financial Advisor and founder, in the industry since 2013
Ken built Athena Financial around one idea: people make better money decisions when someone explains the reasoning instead of handing them a product.
About Ken
Ken started advising in 2013 and has spent the years since with the same kind of client: people whose finances got complicated faster than anyone explained them. Salaried professionals with unused RRSP room. Incorporated owners with cash piling up in the company and no plan for it. Families who bought insurance once and never looked at it again.
His approach is unglamorous on purpose. Find out how you are actually paid, what you own, what you owe and what you are trying to do. Put the two or three decisions that matter most in writing. Coordinate with your accountant so the tax side and the planning side are not working against each other. Then review it twice a year, because life moves.
He founded Athena Financial so that work would not have to fit a sales target, and he still handles the planning for the clients he takes on personally rather than passing them along.
What Ken specialises in
Designations
PLACEHOLDER: Ken's professional designations and the awarding bodies.
Provinces and languages
Advises clients in British Columbia and Ontario. Speaks English and Mandarin.
What clients say about Ken
Verified review copy will be added here when it is supplied.
“Client review naming Ken to be added.”
“Client review naming Ken to be added.”
Book with Ken
A complimentary 20-minute assessment with Ken, no obligation either way.