You get a team, not a single advisor.
A CFP®-led senior advisor runs your relationship, supported by the rest of the Ocean 6 team across all eight pillars. You always know exactly who to call.
Advisors
Operations
A Canadian firm built for the moment a single advisor is no longer enough.
Ocean 6 was founded on a simple observation: the wealthiest, most accomplished Canadians often had the most fragmented financial lives. An accountant filing returns. A banker managing one account. An advisor managing another. Nobody connecting the dots.
We exist to fix that. CFP®-led. CIRO-regulated. Built around an advisory team model so every client gets coordinated planning, not one person stretched thin.
Backed by 40+ years of collective planning experience, serving 250+ entrepreneurs, incorporated professionals and families across Canada.
The fastest way to know who fits is to talk.
45 minutes. No pitch. By the end, you’ll know which Ocean 6 advisor would lead your relationship.
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