Organize and Clarify
Your Financial Future

Business owners in Canada deserve to get financial advice focused on the life they want to live.

Most of business owners, incorporated professionals and entrepreneurs don’t achieve their full financial potential because they’re not allocating money to the right places. They’re missing a financial plan that caters to their most ambitious goals.

The Blueprint by Ocean 6 is an all-inclusive plan to organize and clarify your financial future, using innovative strategies to lower your tax bill and grow your wealth.

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Three advisors discuss financial strategies
Ocean 6 Founder, Jay Gangnes
Jay Gangnes, CFP, CLU, CCS
Founder, Certified Financial Planner®

Why we changed our model to better serve Canadian business owners

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The Blueprint by Ocean 6

A customized plan to organize and clarify your financial future

We consider every aspect of your finances to make sure
your hard-earned dollars are working towards your goals.

  • An organized financial future that you can get excited about
  • More time to focus on your business and your family
  • Confidence you can reach your biggest goals
  • That winning feeling when you beat the CRA
  • A clear roadmap to the financial freedom
  • Peace of mind knowing your finances are safe

The Blueprint Approach

What to expect from your journey to financial freedom

Complimentary First Call

Get to Know Each Other 30-minute call

Using a simple financial scorecard, we get to know you, your goals, and your unique financial situation. Ask us questions too, this will help you see the value we can add to your financial future.  

Value Assessment

Find Out if it’s Worth it 1-hour meeting

Now that you have a sense of how we can work together, we’ll do a complimentary review of your full financial situation. This is where we start to uncover personalized strategies based on your lifestyle and goals. 

 

The value assessment will give you confidence we can provide more value than cost.

Set Goals

Unlock Your Future

We build your Blueprint based on what you want to accomplish, so take some time to think about what your dream life looks like. What does financial freedom mean to you? 

 

The goal-setting visualization is a great place to start. 

Cash Flow & Debt Analysis

Make Your Money Count
and Beat the Banks 2-hour meeting

After a deep dive into your income, assets, debts, and expenses, we present a cash flow strategy to ensure your money is allocated to the right places without giving up your desired lifestyle.

Insurance & Investment Rundown 

Protect Your Lifestyle
and Grow Your Wealth 2-hour meeting

Together, we review your investment portfolio to maximize tax efficiency. This meeting is also when we look at your insurance needs. Our goal is to transfer your wealth to the next generation, so you benefit and not the CRA. 

The Blueprint Presentation

Experience What’s Possible 2 x 2-hour meeting 

The fun part! All the pieces come together as we present your guide to financial freedom. 

 

There’s time to walk through every part of your customized plan and demonstrate how each of your goals will be met. You will leave with more confidence and clarity on your financial future than ever. 

Implementation

Put Your Plans in Place

We stay connected as the team starts to integrate your financial plan into your future lifestyle. 

 

Based on your needs, we have an exclusive referral network of financial professionals, including accountants, mortgage advisors, and private bankers. They’re knowledgeable about all the innovative strategies to maximize your corporate structure, so you can be confident all your advisors are on the same page. 

Get Ongoing Advice

We’re Here Every Step of the Way

Change is inevitable, and new goals and lifestyle changes will require adjustments to your plan. The Ocean 6 team will always be by your side. Whether it’s a major life event or a quick tax question, we’ll work together to figure it out. 

Get to Know Each Other

30-minute call

Using a simple financial scorecard, we get to know you, your goals, and your unique financial situation. Ask us questions too, this will help you see the value we can add to your financial future.  

Find Out if it’s Worth it

1-hour meeting

Now that you have a sense of how we can work together, we’ll do a complimentary review of your full financial situation. This is where we start to uncover personalized strategies based on your lifestyle and goals. 

 

The value assessment will give you confidence we can provide more value than cost.

Unlock Your Future

We build your Blueprint based on what you want to accomplish, so take some time to think about what your dream life looks like. What does financial freedom mean to you? 

 

The goal-setting visualization is a great place to start. 

Make Your Money Count
and Beat the Banks

2-hour meeting

After a deep dive into your income, assets, debts, and expenses, we present a cash flow strategy to ensure your money is allocated to the right places without giving up your desired lifestyle.

Protect Your Lifestyle
and Grow Your Wealth

2-hour meeting

Together, we review your investment portfolio to maximize tax efficiency. This meeting is also when we look at your insurance needs. Our goal is to transfer your wealth to the next generation, so you benefit and not the CRA. 

Experience What’s Possible

2 x 2-hour meeting 

The fun part! All the pieces come together as we present your guide to financial freedom. 

 

There’s time to walk through every part of your customized plan and demonstrate how each of your goals will be met. You will leave with more confidence and clarity on your financial future than ever. 

Put Your Plans in Place

We stay connected as the team starts to integrate your financial plan into your future lifestyle. 

 

Based on your needs, we have an exclusive referral network of financial professionals, including accountants, mortgage advisors, and private bankers. They’re knowledgeable about all the innovative strategies to maximize your corporate structure, so you can be confident all your advisors are on the same page. 

We’re Here Every Step of the Way

Change is inevitable, and new goals and lifestyle changes will require adjustments to your plan. The Ocean 6 team will always be by your side. Whether it’s a major life event or a quick tax question, we’ll work together to figure it out. 

Two Ocean 6 advisors discuss The Blueprint

Organize Your Wealth to Reach Your Goals

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Connect With Us

We can get to know your goals and define where you want to go.
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Build Your Blueprint

Together, we create a plan customized towards your dream life.
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Enjoy Your Freedom

Relax knowing your finances are working towards your goals.
Financial advisor speaking to client

Meet Our Successful Clients

“Jacky did an amazing job making our financial future certain by helping us organize our goals and tailoring the plan to our current situation and vision. He is and will be our family’s partner in making our dreams a reality.”

Mike Lai
Mike Lai Real Estate
Ocean 6 Financial Advisors working together

Meet Our Successful Clients

“We’d highly recommend Ocean 6 to other successful entrepreneurs interested in making the most of their financial situation.

Jay is a creative out-of-the-box thinker and has a wealth of knowledge when it comes to financial planning for business owners.”

Michelle Ng, President & Founder
Vancouver Foodie Tours
Ocean 6 Financial Advisors strategizing together

Meet Our Successful Clients

“The knowledge and support we have received has been eye-opening. These financial strategies will pay off for years to come.”

Patrick Zuccaro, Owner
Macdonald’s Home Health Care
Financial advisor meets with client for financial planning

Meet Our Successful Clients

“Having their support to strategize the best options for both our company and our personal finances has been instrumental to our success.

I highly recommend it if you are looking for a roadmap to a successful financial future.”

Justine & Melanie Levenberg, Founders
Impact Entrepreneurs
Financial advisors talking and walking down the street

Meet Our Successful Clients

“My wife and I have peace of mind about our financial future that we never had before. I can see the cost is a drop in the bucket compared to the value that they provide. I highly recommend them to any business owners looking for higher-level direction, strategies, and planning.”

Tim Higham
Real Estate Broker

Meet Our Successful Clients

“If you have that little voice in your head that is saying “am I set up the best way possible for my financial objectives?” you need to see Ocean 6. I would pay triple what I paid if I was asked to start all over.

My friends now think I’m the one who has it together. I cannot picture this being a reality had I not worked with this incredible team.”

Jon Malach, CEO
Native Ads

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Find out how we can help you reach your financial goals.