An Innovative Approach to Financial Planning

What Makes Us Different

Transforming the Financial Industry in Canada

For business owners and high-net-worth individuals to get clarity and confidence in their financial future, they need a holistic plan that considers all aspects of their wealth.

Traditionally, financial professionals in Canada have been trained to sell insurance, mortgages, or investments in return for a commission. The problem is the advice they give is likely to be biased towards that specific product or service.

Our goal is to reshape the financial industry into a value-driven structure dedicated to helping business owners win.

What We Do

How We’re Different From Other Financial Planners in Canada

Certified

We are all Certified Financial Planners®. A designation that not only recognizes years of experience, education and ethics but most importantly, a fiduciary duty to have our client’s best interests in mind.

Value-Driven

Our primary aim is to ensure every single client we meet receives significantly more value than the cost paid for our service.

Holistic

Our unique approach to financial planning takes a holistic view of your full financial picture to make sure your wealth is working in every area.

Unbiased

When you pay a fee for our advice, you can be sure you’re getting transparent and unbiased service that is focused entirely on what you want to achieve in life.

Innovative

We navigate through change by fostering innovative and out-of-the box strategies.

Industry Transformers

We are transforming the financial industry in Canada through our unique strategies and value-driven model.

Experience A New
World of Wealth

The Ocean 6 Team

Our Unique Approach to Financial Planning

Recognition for Our Innovative Thinking

Our mission to transform the financial industry is making waves in Canada. Check out the recognition we have received for our bold and innovative ideas by leading publications, podcasts, and industry events.