Maximizing Your Wealth

Ocean 6 Investment Solutions

How We Grow Your Wealth

Your investment portfolio is uniquely designed for you.

We specialize in helping business owners and high-net-worth individuals grow their wealth. The first thing we do is build a customized portfolio targeted toward your goals. From there, we actively manage your portfolio to make the most of your wealth and grow your assets.

Our asset management service is focused purely on managing your money which is why we charge lower fees than most advisors.

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CIM®

CHARTERED
INVESTMENT
MANAGER

Fee Breakdown

Investment Management Fees

First $500,000	1.50%
$500,000 – $1,000,000	1.25%
$1,000,000 – $2,500,000	1.00%
$2,500,000 – $5,000,000	0.75%
Above $5,000,000	Negotiable

Ocean 6 Investment Portal

You have access to leading-edge technology that simplifies how you interact with your investment portfolio. This intuitive portal allows you to easily view your assets and retrieve information, including reports, statements, and tax slips.

Advanced Customized Solutions

We’ve onboarded licensed portfolio managers to curate investment solutions that are tailored to your goals and risk profile. With access to an entire universe of mutual funds, ETFs, and customization capabilities, your portfolio will truly only be built for you.

Value Driven

By transitioning our investment services in-house, we are able to offer you a more cost-effective and competitive fee structure.

Support and Management

Providing you with exceptional service remains a top priority. With Ocean 6 Investment Solutions, you’ll receive quarterly portfolio reports, market insights, and 1-on-1 expert strategy sessions to ensure your wealth is being maximized and your investments continue to align with your goals.

Compliance and Security

Ocean 6 Investment Solution upholds the highest standard of security measures and adheres to regulatory compliance to ensure your investments are safe and protected.

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Active Financial Planning + Investment Management

For business owners who want to expedite their journey to financial freedom, combining active financial planning with investment management will help them navigate every financial decision with clarity and confidence.

These are the additional values we deliver to clients who are on our active planning service + investment management:

Dedicated financial team supporting you with planning and real-time advice.

Quarterly coaching sessions to proactively identify growth opportunities.

Unlimited support with all financial decision making.

Prepped corporate investment and insurance statements for corporate year ends.

Access to Ocean 6 Financial Hub and community.

Case Study: How We Grew Tim’s Wealth

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

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