Organize and Clarify
Your Financial Future
Business owners in Canada deserve to get financial advice focused on the life they want to live.
Most 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.
Why we changed our model to better serve Canadian business owners
Play videoThe 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
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
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
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
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
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
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
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
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.
Organize Your Wealth to Reach Your Goals
Connect With Us
Build Your Blueprint
Enjoy Your Freedom
