Jay’s grade eight math teacher was not his biggest fan.
To the teacher’s chagrin, Jay would come up with alternative ways of solving problems, instead of doing them the way he was “supposed” to. Many years later, this innate desire to do things differently – something Jay and his team call higher level innovative thinking – is what makes Ocean 6 unique. They are in this business because they are driven by the excitement of delivering innovative strategies that help their clients win.
Jay specializes in high-level corporate tax planning and high net worth personal estate planning, working closely with clients to increase their wealth, reduce taxes and transfer wealth from one generation to another. A graduate in corporate finance from the BC Institute of Technology, he is a Certified Financial Planner® professional, and holds the Chartered Life Underwriter and Certified Cash Flow Specialist designations.
Jay loves travel – especially to Hawaii – and spending time with his son, Leo. He also volunteers his time for mentoring and assisting other advisors in developing solutions for their clients. Jay doesn’t just want to make a difference. He wants to make a profound difference.
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 tagline, A new world of wealth®, expresses the way 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 is now working on his Chartered Life Underwriter and 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.
Jacky believes that you should always strive for excellence in everything you do, and that there is always room for improvement. Born in Hong Kong, Jacky immigrated to Canada at the age of six and has lived throughout the Lower Mainland. He started his career in the IT sector after graduating from BCIT with a Diploma of Information Technology, and credits his IT background in his unique ability to solve complex problems by breaking them down into bite-sized pieces so he can see the whole picture.
In 2009 Jacky shifted his career to Finance. He went on to achieve his Certified Financial Planner® designation and the prestigious MDRT (Million Dollar Round Table) status.
“Their Interests Not Yours” is the motto he lives by, and he identifies closely with the Ocean 6 core purpose of delivering innovative strategies that help our clients win. The foundation of his work is always centred around his clients’ benefits, and he thrives on helping clients turn their dreams into reality. Everlasting impact is the goal of his work.
Jacky’s wife, Linda, and their two young boys, Trevor and Ethan, are his inspiration and motivation. He hopes to be a role model to his sons as he guides them in achieving their potential in whichever field they choose to dedicate their lives to.
Elena is the first face you see when you walk into Ocean 6.
Born and raised in Milan, Italy, Elena also lived in England, Spain, and France, where she broadened her foreign language skills, and completed her Bachelor of Arts Degree in Language Mediation and Intercultural Communication from the University of Milan. In 2018, she leapt outside of her comfort zone and made the move to Vancouver.
Elena identifies with the Ocean 6 mission to deliver white glove, WOW experiences that inspire every client to tell everyone they know, and takes pride in delivering high-end service. When she’s not interacting with clients, she also enjoys adding her creative flair to marketing projects.
In her spare time, she loves bringing vegetarian recipes to life, and spoiling her friends and colleagues with traditional Italian baking. She tries to visit one new place per year in her travels, and practices yoga for a healthy mind, body and spirit.
A native of Germany, Stefanie has lived near Hamburg, Constance, and Stuttgart. She completed her Bachelor of Science in Finance from the University of Applied Sciences in Bonn, Germany, and in 2017, she set her sights on Canada and made the move to North Vancouver.
Stefanie is passionate about providing exceptional service to clients and identifies with the Ocean 6 core purpose of delivering innovative strategies that help our clients win. She enjoys thinking outside the box to improve processes and gets excited about helping clients achieve their goals.
When she is not crunching numbers in spreadsheets, Stefanie enjoys spending time in nature, whether it’s hiking, mountain biking, skiing, or snowboarding.
Herry has been fascinated by the world of finance and its ability to make an impact on people’s lives since he was a young boy.
A native of Tanzania, Herry moved to Canada in 2016 where he completed his bachelor’s degree in Mathematics and Computing Science from Trinity Western University in Langley, BC, and level 1 of the Chartered Financial Analyst program.
Herry’s passion for making a profound difference inspired him to join our entrepreneurial team right after graduating and motivates him to come up with bold new ideas every day.
At work, his focus is on offering day-to-day support to our valuable clients and the Advisory Team.
In his spare time, Herry’s supportive and caring attitude continues: he works closely with a charity engaged in defending the rights of people with albinism, and with a non-profit organization that develops community-building projects throughout Greater Vancouver.
Jo is deeply connected to the Ocean 6 entrepreneurial mindset. She gets excited about helping clients discover their personal roadmap to achieving their dream life.
Originally from the UK, Jo studied Environmental Management at the University of York. In her work life it was marketing that became her calling and she went on to achieve a Professional Diploma from the Chartered Institute of Marketing.
Her innovative spirit and passion for travel sent her to Auckland, New Zealand, where she had the opportunity to further broaden her experience in marketing and communications. Ready for a new adventure she moved to Vancouver in January 2020.
The same creative energy expressed in building marketing strategies to share our innovative ideas with Canadian business owners leads Jo to spend most of her free time engaged in outdoor activities such as kayaking, camping and hiking.
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