Maximizing Your Wealth

Ocean 6 Investment Solutions

How We Grow Your Wealth

Your investment portfolio is uniquely designed for you.

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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CSC®

CANADIAN
SECURITIES
COURSE

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

*Discounted rates for clients using ongoing advisory services.

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What You Get

Experienced money management targeted at achieving your goals.

Analysis of the full investment picture to maximize your wealth including fees, risk, and efficient taxation.

Regular performance updates and ongoing adjustments to optimize results.

A responsive support team taking care of things freeing you up to focus on your business.

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

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