An Innovative Approach to Financial Planning

What Makes Us Different

We’re Transforming the Financial Services Industry in Canada

For business owners and high-net-worth individuals, time is your most valuable asset.

We help you reclaim it by managing every detail of your financial life with our holistic financial planning services. As a fee-for-service financial planning firm, we’re free from product sales driven by commission. When you pay a fee for our advice, you are guaranteed transparent and unbiased service that is focused entirely on what you want to achieve in life.

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

Peace of Mind

We take care of every detail for you: meetings with financial professionals, deadline reminders, and opportunities to grow your wealth. You can stop worrying about your finances and get your time back.

Transparent Value

You’ll always know the value you’re receiving. Our goal is to deliver far more value than you invest, making this the smartest decision for your future.

Holistic

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

Certified Professionals

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 clients’ best interests in mind.

Innovative

We welcome change by fostering trailblazing mindsets and out-of-the box strategies.

Industry Transformers

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

Take the Stress Out of Wealth and Reclaim Your Time

The Ocean 6 Team

Our Unique Approach to Financial Planning

Recognition for Our Progressive Work

Our mission to transform the financial industry is making waves in Canada.