Financial Planning for Business Owners Tired of Managing It Alone

As your business grows, financial decisions multiply. We coordinate everything so you can focus on building the business and enjoying life.

Years Experience

helping businesses navigate growing complexity

Canadian Owned

Vancouver based, supporting entrepreneurs nationwide

Entrepreneurs

rely on us to handle the financial side

We handle it all. Together.

Most entrepreneurs don’t struggle with one financial issue.
It’s the constant mental weight that never really shuts off.

Goals and Financial Planning

We align your personal and business goals into one plan that supports how you want to live and work.

Business Cash Flow & Structure

We help you organize income, spending, and corporate structure so growth and lifestyle stay in sync.

Tax Planning & Protection

We reduce taxes and structure insurance so your income, business, and family are covered as things change.

Investments & Long-Term Wealth

We manage investments with risk, fees, and taxes in mind so your wealth keeps working for your future.

Decades of experience behind every decision.

Ocean 6 is a Canadian-owned team based in Vancouver, led by Certified Financial Planners with decades of experience supporting entrepreneurs through complex, high-impact financial decisions.

This isn’t a money problem.

It’s the weight of managing everything yourself.

This is when managing alone becomes too much.

As your business grows, decisions multiply and coordination becomes real work. That pressure isn’t a warning sign. It’s a natural stage of success. Experienced entrepreneurs add support before it starts to feel like too much.

“We’ve been with Ocean 6 since 2018, and it’s been one of the smartest financial decisions we’ve made. They helped us map out our goals, grow our portfolio, and make sense of the big picture — all while treating us like real people, not just numbers.”

Gerrit VanSchalkwyk

“A great experience working with Ocean 6. The team takes a very understanding approach to financial planning and clarifying the goals that matter to you and build a plan to achieve them. The whole team has been professional and enjoyable to work with.”

Lucas Mattiello

“Their approach felt modern, personalized, and totally transparent. I walked away not just with a financial plan, but with a clear vision for my future. If you’re looking for a team that genuinely cares and delivers real results, I highly recommend Ocean6.”

Nicole Fonseca

Help shouldn’t come with hidden agendas.

Most financial advice is funded by commissions, so recommendations can quietly serve products. Ocean 6 uses a flat annual fee with no commissions or product sales, so advice stays aligned with your goals and nothing else.

Typical Advice

• Commission Based
• Product Driven
• Hidden Incentives

Ocean 6

• Flat Annual Fee
• No Products Sold
• Incentive-Free Planning
• Consistent Support

The right support keeps success moving forward.

This isn’t about speed. It’s about peace of mind. When your financial picture is aligned, the noise fades, time opens up, and you feel confident about where you’re headed.

Great financial planning builds lasting wealth.

The right planning decisions help you keep more, reduce risk, and use your wealth more effectively.

Lower Lifetime Taxes

Proactive tax and corporate planning focused on reducing what goes to the CRA over time.

Use Capital Efficiently

Coordinated investment, fee, and tax decisions so your money works harder within your plan.

Reduce Financial Risk

Insurance and planning strategies designed to protect income, business, and long-term plans.

Secure Retirement and Legacy

Planning that builds financial freedom for your lifestyle, family, and legacy.

Jay Gangnes, CFP®, CLU®, CSC®

Founder, Certified Financial Planner®

This is what successful planning feels like.

Your financial world finally works as one. Fewer loose ends, clearer direction, and the confidence to be present for both your business and the life it’s meant to support.

“…The ability for Dave to create a plan of what my financial future could look like has been the most valuable advice I have received as long as I can remember… I have not felt this confident about my financial freedom ever!
Andre Leclair / Pembroke Big Stop

You don’t have to keep carrying this alone.

If managing your financial world has become another job, it may be time to hand it to a team built to handle it with you.