The Blueprint

Six Steps to A New World of Wealth™

1.
Make It Count

After taking an in-depth look at your income, assets, and debts, we will create an efficient behavioural cash flow strategy to ensure every dollar is being used effectively, so you can focus on the things and lifestyle that you love.

3.
Protect Your Lifestyle

Insurance is one of the most efficient and versatile planning tools on the financial landscape today. Whether it is needed to mitigate a risk, plan your estate, or use in an efficient tax-planning strategy, we will guide you through the complex world of effective insurance planning.

4.
Grow Your Wealth

Investment returns, management fees, and efficient taxation are all important when it comes to the big picture of where to invest your money. We ensure your dollars are working for you in all the right places, giving you more time to focus on your goals.

6.
Leave a Legacy

We will strategize with you to ensure that every dollar you have is maximized today, in your retirement, and for your legacy. Our goal is to make sure your wealth stays with you and your family, not the CRA.

 

Suite 680 – 375 Water St, Vancouver BC, V6B 5C6, Canada | 604 343-4808 | service@ocean6.ca
Insurance and investment products & services are provided by Ocean 6 Wealth Advisory Inc. | Copyright © 2018 All Rights Reserved.
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