Why We Transitioned To A Client-Focused Financial Planning Model
February 24, 2020 
Jay Gangnes

We’re extremely excited to announce that we have completed a full transition to our Ocean 6 brand. 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 clients. 

At Ocean 6, we’ve transitioned to a client-focused instead of a product-driven model. Because we’re not product-driven, we have a unique ability to help our clients develop a strategy for accomplishing their financial goals. Instead of selling products, we focus on delivering innovation and exciting financial advice. This approach allows us to develop truly customized strategies to help our clients achieve their goals. 

Watch the video on this strategy

If you want to learn more about how we are transforming the financial planning industry in Canada, putting our clients first and helping them achieve their financial goals, book a call, we’d be love to run you through our full financial planning process.