What We Do
Financial Planning
Financial Services
What’s Different
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Financial Masterclass
Financial Scorecard
Goal Setting
Blog
FAQs
Talk to us
What We Do
Financial Planning
Financial Services
What’s Different
Team
Helpful Resources
Financial Masterclass
Financial Scorecard
Goal Setting
Blog
FAQs
Talk to us
Blog
View All
Cash Flow
Debt Management
Estate Planning
Financial Planning
Goal Setting
Insurance Strategy
Investing
Retirement Planning
Tax Planning
October 18, 2022 
Winnie
Sebastien Nault
“As an entrepreneur, I wanted to make sure I found an advisor that understood business finances and was also able to look at the whole picture and recommend the best...
March 2, 2022 
Winnie
Mike Lai
“Jacky did an amazing job making our financial future certain by helping us organize our goals and tailoring the plan to our current situation and vision. He is and will...
June 8, 2021 
Winnie
Anry Wang
“Great experience at their information session, a lot of new ideas and suggestions for self-employed people like me. Highly recommend.”
June 8, 2021 
Winnie
Juliana Koo
“Just had the pleasure of attending an Ocean 6 webinar. It is abundantly obvious to me that this organization is filled to the brim with financial knowledge and will have...
June 8, 2021 
Winnie
Alexander Lin
“Jay and his team deliver so much value in their webinar. The amount of value they give before you start working with them is tremendous! Thank you, Ocean 6 team.”
March 13, 2021 
Winnie
Michelle Ng
“We’d highly recommend Ocean 6 to other successful entrepreneurs interested in making the most of their financial situation. Jay is a creative out-of-the-box thinker and has a wealth of knowledge...
March 5, 2021 
Winnie
Patrick Zuccaro
“The knowledge and support we have received has been eye-opening. These financial strategies will pay off for years to come.”
March 5, 2021 
Winnie
Justine & Melanie Levenberg
“Having their support to strategize the best options for both our company and our personal finances has been instrumental to our success. I highly recommend it if you are looking...
February 10, 2021 
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Tim Higham
“My wife and I have peace of mind about our financial future that we never had before. I can see the cost is a drop in the bucket compared to...
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