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Category: Financial Planning

Financial Advisor in Vancouver: What to Look For If You Own a Business

Ocean 6 financial advisor meeting with a Vancouver business owner client to discuss what to look for when choosing an advisor.

How a Vancouver business owner should choose a financial advisor: check registration, compare experience and cost, and find someone who coordinates with your accountant.

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Helping Canada’s incorporated business owners and professionals find clarity in complex wealth decisions.

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Financial Planning
  • Incorporated Professionals
  • Doctors & Dentists
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Contact
  • 300 – 240 East 2nd Avenue Vancouver, BC V5T 1B7
  • 604-343-4808
  • service@ocean6.ca

Locations We Serve

Vancouver
Toronto
Calgary
Edmonton
Mississauga
Winnipeg
Regina

Key Strategies We Plan For

Tax-efficient compensation (salary vs. dividend optimization). Corporate-owned life insurance as a tax-advantaged accumulation strategy. Lifetime Capital Gains Exemption planning and pre-exit positioning. Holding company and holdco-opco structures. Capital Dividend Account strategy. Individual Pension Plans (IPP), Retirement Compensation Arrangements (RCA). Estate freezes and intergenerational wealth transfer.

Ocean 6 operates through three registered entities. Ocean 6 Wealth Advisory Inc. provides fee-based financial planning, led by CFP®-certified planners. Ocean 6 Investment Solutions Inc. is a registered mutual fund dealer with the Canadian Investment Regulatory Organization (CIRO) and a member of the Canadian Investor Protection Fund (CIPF), offering mutual funds and exchange-traded fund products. Ocean 6 Insurance Solutions Inc. provides licensed insurance, including life insurance products, critical illness and disability insurance products and segregated funds.

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