Ocean 6 - Wealth Planning Firm

Everything you need to kickstart your journey to financial freedom

Watch the Financial Masterclass

Next Steps

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Schedule A Call

We can get to know your goals and define where you want to go.

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Build Your Blueprint

Together, we create a plan customized towards your dream life.

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Enjoy Your Freedom

Relax knowing your finances are working towards your goals.

Book A Call

The Blueprint

Areas of Focus for Financial Success

01

Make Your Money Count

After taking an in-depth look at your income, assets, and debts, we create an efficient behavioural cash flow strategy to give you the confidence to reach your goals while maintaining your desired lifestyle.

02

Beat The Banks

The lowest interest rate is often the driving force in the decision-making process when taking on debt. We consider the overall cost of borrowing to ensure you’re the one winning, not the banks.

03

Protect Your Lifestyle

Insurance is one of the most efficient and versatile planning tools in the financial landscape. Whether it is needed to eliminate risk, plan your legacy, or used as an efficient tax-planning tool, we structure your insurance strategy to ensure your success.

04

Grow Your Wealth

Investment returns are not the only part of successful portfolio management. With a focus on your goals, we consider management fees, risk tolerance and efficient taxation to maximize your wealth.

05

Invent Your Retirement

RSPs, TFSAs, pensions and insurance are all key elements to planning your retirement, but the bigger goal for most is financial freedom. With a specific focus on your cash flow needs, we organize a dynamic corporate structure to minimize tax and ensure the transition into your golden years is seamless.

06

Leave A Legacy

Maximize every dollar you have to build the legacy you want to leave in the world. Our goal is to make sure your wealth stays with you and your family, not the CRA.

Talk To Us

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

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A reputable financial planning firm that offers fee-for-service financial planning provides unbiased wealth management strategies tailored to your unique financial goals.