As one might expect in a financial planner, Dave Loncaric is very good with numbers, but he is also very good with people.

“That’s why I became a financial planner in the first place. I want to do something that makes an immense difference in people’s lives. The Ocean 6 vision, A new world of wealth®, expresses how I want to take clients’ peace of mind to a level they didn’t even know exists.”

A native of Coquitlam, Dave has a BA in Psychology from Simon Fraser University, certifications including Certified Financial Planner® and Chartered Life Underwriter and is now working on his Chartered Investment Manager designations. At work, he focuses on building financial plans and client relationships. In his spare time, this former personal trainer enjoys fitness of any kind, and travelling – especially to the beach.