Eight pillars. One coordinated plan.
Most planners cover one or two pillars. Ocean 6 actively manages all eight, connected.
Goals
We start by getting clear on what your dream life looks like. Your goals are the foundation for every financial decision. We build a plan that gets you there with confidence.
Cash Flow
After taking an in-depth look at your income, assets, and debts, we create an efficient behavioural cash flow strategy that gives you confidence to reach your goals while maintaining your desired lifestyle.
Corporate Structure
Your corporation is a powerful financial tool. From structuring income to investing strategically, we make sure your corporation is optimized to support both your lifestyle today and your long-term wealth.
Tax Planning
Taxes are often your biggest expense. We proactively design your plan to minimize taxes now and in the future, keeping more of your hard-earned money working for you.
Risk Management
Insurance is one of the most efficient and versatile financial planning tools. Whether it is needed to eliminate risk, plan your legacy, or work as an efficient tax-planning tool, we structure your insurance strategy to ensure your success.
Investment Management
Investment returns are not the only part of successful portfolio management. With a focus on your goals, we consider management fees, risk tolerance, and tax efficiency to maximize your real wealth.
Debt Management
The lowest interest rate is often the driving force in the decision-making process when taking on debt. We consider the overall cost of borrowing to ensure you are the one winning, not the banks.
Legacy
Maximize every dollar you have to build the legacy you want to leave in the world. Our goal is to make sure your wealth stays with you and your family, not the CRA.
Eight pillars. One conversation to prioritize them.
You won't tackle every pillar in year one, but you will leave the first call knowing exactly which two or three move the needle most in your situation.
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