True wealth isn’t measured in dollars it’s peace of mind, relief from stress, and confidence in every decision. We act as your financial quarterback, coordinating your entire team of professionals so you can focus on your business and the life you want to live.
Your time is too valuable to spend stressing over your finances.
You’ve built success through hard work and focus; now it’s time to let the experts make your wealth work for you.
With holistic financial planning, every part of your financial world is aligned and optimized for your dream life. Imagine having a clear roadmap and a team of experts handling the details – you get thousands of hours back to do more of what you love.
✓ We handle everything, you handle nothing
✓ Value guaranteed, we only work together if our fee is worth it
✓ You always know exactly what you’re getting
✓ We coordinate your accountants, lawyers & advisors
✓ We stay on top of every deadline
✓ You focus on your business we handle the rest
✓ Your entire financial world working together never in silos
✓ Dedicated financial team assigned to you personally
✓ Clarity, confidence and faster results
How We're Different
Most advisors offer a single service, leaving you to manage everyone else. Ocean 6 coordinates your entire financial team so you never have to.
Traditional Setup
Ocean 6 Wealth Advisory
Most financial advisors only offer a single service, leaving you to coordinate everything yourself. Ocean 6 acts as the quarterback for your entire financial team taking the burden completely off your plate.
Every Ocean 6 lead advisor is a Certified Financial Planner with specialized expertise in helping Canadian business owners maximize their wealth. We handle all the heavy lifting so you can sit back, spend time on your business and loved ones, while moving towards your goals.
“They showed me how to save over $15,000 in taxes just by restructuring how I pay myself. It’s the best ROI I’ve had all year.”
“Before Ocean 6, my accountant handled my taxes and my advisor handled my RRSPs, but nobody was looking at the big picture. Ocean 6 connected the dots between my corporation and my personal life. The clarity is incredible.”
“Ocean 6 got my attention because of the straightforward and professional way they discussed every situation. The ability for Dave to create a plan of what my financial future could look like has been the most valuable advice I have received as long as I can remember. I strongly recommend reaching out to Ocean 6 if sleeping at night is important to you and your financial future as an independent entrepreneur is cloudy. I have not felt this confident about my financial freedom ever!”
“Jay and his team have helped bring clarity to our current and future financial outlook. They’ve been great to interact with and brought creative ideas to the table. I would highly recommend the Ocean6 team to anyone.”
“Ocean 6 has been so knowledgeable, helpful, kind, and professional in helping us set up our financial future. Dave Loncaric is the best! He has helped us every step of the way, explaining everything and guiding us. I’m so glad my husband’s research led us to Dave and Ocean 6! They are a caring, smart team!”
“I can’t express how grateful I am for the outstanding financial planning service provided by Ocean 6. What I found most valuable was their personalized approach to financial planning. Instead of offering generic solutions, they took the time to understand my unique situation and tailored a comprehensive plan that suited my needs. Thanks to the assistance of Ocean 6, I feel more confident and in control of my finances than ever before. The peace of mind I have knowing that my financial future is secure is priceless.”
“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.”
“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.”
“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.”
“The knowledge and support we have received has been eye-opening. These financial strategies will pay off for years to come.”
Find out how we can help you reach your financial goals.