We’re extremely excited to announce that we have completed a full transition to our Ocean 6 brand (formerly J.R. Financial). Along with this transition to a new brand comes a significant change in our business model as financial advisors. The financial planning industry in Canada is traditionally a product-driven and commission-based environment. Essentially, every financial planning firm has partnerships with specific insurance and investment product providers, and those partnerships create limitations in what these financial advisors can offer to their…
