Holistic financial planning that coordinates every advisor in your world.

Financial Planning
Firm
Contact

300 – 240 East 2nd Avenue
Vancouver, BC V5T 1B7

604-343-4808 service@ocean6.ca
Locations We Serve
Vancouver Toronto Calgary Edmonton Mississauga Winnipeg Regina
Key Strategies We Plan For

Tax-efficient compensation (salary vs. dividend optimization). Corporate-owned life insurance as a tax-advantaged accumulation strategy. Lifetime Capital Gains Exemption planning and pre-exit positioning. Holding company and holdco-opco structures. Capital Dividend Account strategy. Individual Pension Plans (IPP), Retirement Compensation Arrangements (RCA). Estate freezes and intergenerational wealth transfer.

Ocean 6 operates through two registered entities. Ocean 6 Wealth Advisory Inc. provides fee-based financial planning, life insurance products, critical illness and disability insurance products and segregated funds. Ocean 6 Investment Solutions Inc. is a registered mutual fund dealer with the Canadian Investment Regulatory Organization (CIRO) and a member of the Canadian Investor Protection Fund (CIPF), offering mutual funds and exchange-traded fund products. From the client perspective, you experience one team, one plan, one point of accountability.
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