We do not sell client information to anyone, nor do we share client information with organizations outside of our relationship with you that would use it to contact you about their own products or services.

Information We Collect and How We Use It

Ocean 6 collects personal information when clients engage our services. We retain this data to provide financial strategies, products, and services. We may use or disclose information for the following purposes:

  • Timely and efficient communication with you
  • Assessment of investment, insurance, and service applications
  • Claims evaluation and underwriting risk assessment
  • Fraud detection and prevention
  • Business analysis and service improvement
  • Compliance with applicable legal and regulatory requirements

Information Security

All employees, advisors, and suppliers with access to client records are bound by confidentiality obligations. We maintain physical and system safeguards, including proper processes designed to prevent unauthorized access or disclosure of your personal information.

Your Rights

As a client of Ocean 6, you have the right to:

  • Understand why your personal information is collected or disclosed
  • Expect reasonable handling limited to consented purposes
  • Know who our designated Privacy Officer is
  • Expect protection from unauthorized disclosure
  • Inspect and verify the accuracy of information we hold about you
  • Request data destruction when it is no longer needed for its original purpose
  • Lodge a confidential complaint with our organization or the Privacy Commissioner of Canada

You may withdraw consent at any time, subject to legal or contractual obligations, by contacting our Privacy Officer. Please be aware that withdrawing consent may affect our ability to continue delivering services to you.

Marketing Communications

We may offer optional product and service recommendations relevant to your financial plan. If you prefer not to receive such communications, please contact our Privacy Officer at the address listed below.

Website Data Practices

Cookies

When you complete a form on our website, you may optionally allow your name, email address, and website to be saved in browser cookies for your convenience. These cookies last for one year.

Embedded Content

Pages on this site may include embedded content (such as videos, images, or articles) from third-party services. Embedded content from other websites behaves as if you have visited those websites directly and may independently collect data and use tracking technologies subject to their own privacy policies.

Contact Forms

Form submissions collect the information you enter, along with your IP address and browser information, which is retained for spam detection purposes.

SMS Communications

If you opt in to text message communications, you may receive inquiry updates, appointment reminders, and related information. You may withdraw consent at any time by replying STOP to any message.

Requesting Data Deletion

You may request deletion of your personal data by contacting us at service@ocean6.ca. Please note that we are unable to delete records required for administrative, legal, or security purposes.

Privacy Officer

Questions, concerns, or requests regarding this policy should be directed to our designated Privacy Officer:

Stefanie Hoeck
300 – 240 East 2nd Avenue
Vancouver, BC V5T 1B7
service@ocean6.ca

This policy applies to Ocean 6 Wealth Advisory Inc. and Ocean 6 Investment Solutions Inc. For regulatory disclosures related to our CIRO membership, visit ciro.ca.