Navigate all your ever-changing life goals with

Innovative Financial Advice & Coaching

Achieve Financial Freedom

Empowering successful business owners to live their dream life.

This is an experience that will leave you excited about your financial future. We dive into every aspect of your financial picture and get clear on what your biggest goals are.

From there, we build you a customized financial plan that’s aligned with your dream life using the most advanced financial strategies and the power of your corporation. You’ll never have to worry about whether you’re on the right track.

Your Blueprint is only the beginning. At Ocean 6, we’re more than just financial planners, we are financial coaches providing ongoing support through every twist and turn of your financial journey for the rest of your life.

CFP®
CERTIFIED
FINANCIAL
PLANNER®

Financial Freedom

The Financial Freedom Journey

The Blueprint

Your Roadmap to Financial Freedom

4 personalized strategy sessions to solve your biggest financial problems over 6 weeks

The Blueprint is a customized financial plan to organize and clarify your financial future. It begins with uncovering what your dream life looks like using this goal-setting visualization.

We share innovative solutions to your financial problems and discuss healthy habits, mindsets and behaviours to help you reach your goals. You’ll get clarity on exactly what you need to do to achieve financial freedom.

Areas of Focus

Make your money count

After taking an in-depth look at your income, assets, and debts, we create an efficient behavioural cash flow strategy to give you the confidence to reach your goals while maintaining your desired lifestyle.

Beat the banks

The lowest interest rate is often the driving force in the decision-making process when taking on debt. We consider the overall cost of borrowing to ensure you’re the one winning, not the banks.

Protect your lifestyle

Insurance is one of the most efficient and versatile financial planning tools. Whether it is needed to eliminate risk, plan your legacy, or used as an efficient tax-planning tool, we structure your insurance strategy to ensure your success.

Grow your wealth

Investment returns are not the only part of successful portfolio management. With a focus on your goals, we consider management fees, risk tolerance and efficient taxation to maximize your wealth.

Invent your retirement

The ultimate goal in retirement for most business owners is financial freedom. With a specific focus on your cash flow needs, we organize a dynamic corporate structure to minimize tax and ensure the transition into your golden years is seamless.

Leave a legacy

Maximize every dollar you have to build the legacy you want to leave in the world. Our goal is to make sure your wealth stays with you and your family, not the CRA.

Implementation

Experience the Transformation

6-12 months of financial transformation
Financial advisors looking at laptop to discuss financial plan with clients

Once your Blueprint is built, our implementation process will seamlessly integrate this well-crafted plan into your lifestyle. You don’t have to worry about numbers, paperwork or making decisions alone.

Our Implementation Process:

We’re here to handle all the heavy lifting. Ocean 6 financial planners are experienced in delivering innovative insurance strategies and advanced portfolio management techniques. We have an exclusive network of financial professionals, accountants, mortgage advisors, and private bankers. They specialize in working with business owners, you can trust every part of your Blueprint is smoothly executed.

Bringing your Blueprint to life will involve:

Portfolio Building

Building a portfolio targeted towards your goals to make the most of your wealth and grow your assets

Insurance Strategy

Customizing an insurance strategy to protect your loved ones, wealth, and future

Cash Flow Optimization

Optimizing your cash flow to support your lifestyle and goals as they evolve harmoniously

Debt Strategy

Executing debt strategies to manage your debt efficiently and achieve financial freedom sooner

Transition Planning

Complete stress-free transition, leaving you with peace of mind and freedom to focus on the things you love

Ongoing Advice

Always By Your Side

A Life-Long Partnership
Financial advisor meeting with client for financial planning

Your goals and lifestyle will change throughout life. We’re committed to staying by your side every step of the way to guide and coach you through all things financial.

Whether it’s a detailed strategy for a major life event or a quick tax question, you’ll never have to lose sleep about making a financial decision again.

What you can expect from us on your team:

Real-Time Financial Advice

Unlimited, real-time, unbiased financial advice and coaching from Ocean 6 Certified Financial Planners

Digital Financial Plan

Access to your customized digital financial plan with unlimited adjustments and a detailed annual review

Financial Support

Confidence your future is secured with support on all financial decision-making

Custom Strategies

Innovative strategizing for big life events

Financial Resources

Propriety tools and resources to enrich your financial knowledge

The Process of Your Financial Journey

The first thing we do is a complimentary assessment of your financial situation to be sure we can add value. We only move forward if we can offer more value than cost.

Our innovative strategies have saved business owners thousands of dollars, but the best part about our unique process is the peace of mind you get from having a clear and organized plan. You’ll never have to worry about making a financial decision again.

The Blueprint planning process involves four 2-hour meetings where we do a deep dive into every aspect of your finances and present your customized plan.

The meetings can be held over Zoom or at our office conveniently located in Gastown, Vancouver.

When your plan is complete we keep working with you to implement and maintain your plan. Having your financial advisor by your side as you and your business grow is the best investment you can make to ensure your financial dreams are fully realized.

To get the most out out of the ongoing advice service, you should regularly communicating with your financial planner for real- time advice. Engage with your financial planner in anticipation of major life events or financial decisions, this will help alleviate a lot of the stres that comes with big changes and decisions. You should also explore our proprietary tools and resources to help keep yourself on top of your finances. These tools are only available to our clients on the ongoing advice service.

Speak with Us Today

Find out how we can help you reach your financial goals.