Navigate all your ever-changing life goals with

Innovative Financial Advice & Coaching

Achieve Financial Freedom

Empowering successful business owners and high-net-worth individuals 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.

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CFP®

CERTIFIED
FINANCIAL
PLANNER®

Journey to Financial Freedom

An outdated financial plan is meaningless. Your plan should evolve and change with your life.

1. ALIGNMENT

The Blueprint is a customized ongoing 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 get aligned on your goals and dive into any blindspots you may have missed. This guides the rest of the journey.

Pillars of Wealth

The six key areas of focus on your financial freedom journey.

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.

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 the cost you’ve invested in our services.

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.

When your plan is complete, we continue coaching 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 of the ongoing advice service, you should regularly communicate with your financial planner for real-time advice. Engaging with your financial planner in anticipation of major life events or financial decisions will help alleviate a lot of the stress that comes with big changes and decisions. You should also explore our proprietary tools and resources to stay on top of your finances. These tools are only available to our clients on the ongoing advice service.

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

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