Edmonton, AB
Financial Advisor in Edmonton, AB
Ocean 6 is a fee-for-service financial planning firm serving Edmonton's incorporated professionals and business owners. We coordinate every dimension of your corporate and personal financial plan, virtually, coast to coast.
Edmonton, AB
Financial Advisor in Edmonton
Finding the right financial advisor in Edmonton means finding one who understands the financial realities of Alberta's capital city, a city of incorporated professionals across healthcare, government, engineering, and energy, many of whom have built significant corporate wealth and are looking for more than a bank's standard wealth management offering. Edmonton professionals face the same corporate tax complexity as any incorporated business owner, with the added planning opportunities that come with Alberta's provincial tax environment.
Ocean 6 is a fee-for-service financial planning firm working with Edmonton's incorporated professionals and business owners. We build coordinated strategies across tax, insurance, investments, and estate planning, all under a flat annual retainer, with no commissions or product sales. Our advisors hold CFP®, CLU®, and CIM® designations and have built careers working with incorporated structures, retained earnings strategies, and the corporate planning complexity that defines Edmonton's professional landscape.
Whether you practice medicine at the University of Alberta Hospital, run an engineering firm in the Energy Corridor, or own a business in Oliver, the right financial advisor in Edmonton should be someone who understands how incorporated structures work, and can coordinate every dimension of your financial life into one coherent plan. We serve Edmonton clients virtually and pride ourselves on being a genuine partner in financial decisions, not just an annual statement delivery.
Comprehensive Planning
Financial Planner in Edmonton
A financial planner in Edmonton working with incorporated professionals addresses a specific kind of challenge: coordinating your corporate and personal finances into a plan that actually moves all of the right levers. How much salary versus dividends. How much to retain inside the corporation. Whether corporate life insurance makes sense for your situation. How your RRSP and TFSA integrate with your corporate retained earnings. These are not isolated questions, they interact in ways that only a coordinated plan can manage.
Ocean 6's planning process starts with a full diagnostic of your corporate and personal financial position, then builds a comprehensive strategy covering compensation, tax efficiency, insurance structure, investment allocation, and estate planning. We work directly with your accountant and lawyer, briefing them on planning decisions and ensuring that every professional on your team is working from the same picture. This is the Do It For You Method™, the financial coordination work is off your plate so you can focus on your business or practice.
For Edmonton professionals managing $500K or more in personal and corporate assets, the planning work (not just investment management) is typically where the most significant value is created. Getting corporate structure right, managing passive income inside the corporation, and building toward an estate that transfers efficiently are decisions that compound over decades. That is the work we are built to do.
Fee-For-Service. Advice First.
Fee-for-Service Financial Advisor in Edmonton
Fee-for-service financial advice is rare in Edmonton. Like most Canadian cities, Edmonton's financial services industry is dominated by commission-based advisors whose income is tied to the products they recommend. Mutual fund trailers, insurance commissions, and referral fees create conflicts of interest that are rarely disclosed clearly, and that influence the advice clients receive in ways they may not recognize.
A fee-for-service financial advisor in Edmonton operates on a structurally different model: you pay a flat fee, and your advisor earns nothing from the products or strategies they recommend. No trailing commissions. No insurance referral fees. No embedded management fees. This means that when your advisor recommends a strategy, they are recommending it because it is the right strategy for you, not because it generates income for them. For incorporated professionals with complex financial situations, the difference is material.
Ocean 6 charges a flat annual retainer for our services. We earn nothing from the investments, insurance policies, or corporate structures we recommend. When we propose a corporate-owned life insurance policy, an estate freeze, or a specific investment structure, that recommendation is based on what is right for your situation. If you are searching for a fee-for-service financial advisor in Edmonton, we would welcome a conversation.
