Helping you
reach your peak
financial shape
is our goal
Meet The Team
Ken Feng
Financial Advisor
After being exposed to the finance industry in 2013, I was able to fully understand how I can keep more money in my own pocket and minimize paying the TAXMAN!
That’s when I decided to enter the industry, to learn and unlock the secret power of money while honing in on the skills of putting financial jargon in layman’s terms so I can educate family, peers, and others around me with the same literacy, so they can take control of their finances as I have!
Read MoreErin Peng
Financial Advisor
I was first exposed to the financial services industry in 2018. As a mother of two children, I utilized my knowledge to bring my family to financial stability and securing our financial futures.
After seeing how much I was able to help my family, I developed a passion for helping others in similar ways, such as protecting their income and helping them save for retirement. I particularly specialize in building children’s futures by setting up child insurance plans and RESPs.
Read More
Our Vision For You
who is athena?
Athena is the Greek goddess of wisdom & war. She is also paradoxically associated
with Peace
and
Handicraft.
athens
Like you, we're ambitious and want to be as well known as Athena in Athens!
wisdom
We provide you with the knowledge and education to help you understand how to make your money work harder for you.
peace
We give you a financial peace of mind for whatever life throws at you.
handicraft
We handcraft customized solutions tailored to each client.
Financial Empowerment
in 3 Easy Steps
Meet & Greet
We want to know all about your financial habits and goals! These insights allow us to develop a personalized plan based on your needs. We take an holistic approach to incorporate the "big picture" factors in your life that impact your wealth.
This first meeting is a complimentary and safe space for you to share your financial details. Go ahead and let us know all your goals, your concerns, and any questions you may have, so we can build a fruitful relationship together.
Solutions Meeting
After learning about your goals, we craft a personalized financial plan with clear recommendations, timelines, and strategies. Each step is designed to align with your objectives and move you closer to your long-term financial vision.
Once finalized, we implement the plan often working with your accountant, banker, or lawyer to ensure every part of your financial life works together for the best results.
Wealth And Maintenance
Are you buying a new home, welcoming a baby, or celebrating a promotion? As your life evolves, your financial plan should evolve with it. We'll stay in touch and make timely adjustments to ensure your strategy continues to align with your changing priorities and life goals. In addition to our regular semi-annual meetings, we'll actively monitor your progress and keep you on track, so your plan always supports the life you're building.
Talk To An Advisor
You’re eligible for a consultation with your advisor, free of charge.
schedule a Consultation
