{"id":25,"date":"2026-05-21T22:51:10","date_gmt":"2026-05-21T22:51:10","guid":{"rendered":"https:\/\/bragdeal.cloud\/members\/ocean6\/who-we-serve\/"},"modified":"2026-05-21T22:51:10","modified_gmt":"2026-05-21T22:51:10","slug":"who-we-serve","status":"publish","type":"page","link":"https:\/\/bragdeal.cloud\/members\/ocean6\/who-we-serve\/","title":{"rendered":"Who We Serve"},"content":{"rendered":"\t\t<div data-elementor-type=\"page\" data-elementor-id=\"25\" class=\"elementor elementor-25 elementor-bc-flex-widget\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-699f069 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"699f069\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-59e85b9\" data-id=\"59e85b9\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-eecb86f elementor-widget elementor-widget-html\" data-id=\"eecb86f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t\n<!-- WP:HEADER -->\n<header class=\"header\">\n  <div class=\"container header__inner\">\n    <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/\" class=\"logo\" aria-label=\"Ocean 6 home\">\n      <!-- REPLACE: swap ocean6-logo.png with vector SVG when provided -->\n      <img decoding=\"async\" src=\"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-content\/mu-plugins\/ocean6-assets\/ocean6-logo-colour.svg\" alt=\"Ocean 6: A New World of Wealth\" class=\"logo__img\" \/>\n    <\/a>\n    <nav class=\"nav\" aria-label=\"Primary\">\n      <ul class=\"nav__list\" id=\"primary-nav\">\n        <li><a class=\"nav__link is-active\" href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/who-we-serve\/\">Who We Serve<\/a><\/li>\n        <li><a class=\"nav__link\" href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/our-approach\/\">Our Approach<\/a><\/li>\n        <li><a class=\"nav__link\" href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/pricing\/\">Pricing<\/a><\/li>\n        <li><a class=\"nav__link\" href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/team\/\">Team<\/a><\/li>\n        <li class=\"nav__item--dropdown\"><a class=\"nav__link nav__link--has-dropdown\" href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/resources\/\">Resources<\/a><ul class=\"nav__dropdown\"><li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/calculators\/\">Calculators<\/a><\/li><li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/blog\/\">Blog<\/a><\/li><\/ul><\/li>\n      <\/ul>\n      <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/book\/\" class=\"btn btn--primary\">Claim Your Discovery Session <span class=\"arrow\">\u2192<\/span><\/a>\n      <button class=\"nav-toggle\" aria-label=\"Open menu\" aria-controls=\"primary-nav\" aria-expanded=\"false\">\n        <svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\"><line x1=\"3\" y1=\"6\" x2=\"21\" y2=\"6\"\/><line x1=\"3\" y1=\"12\" x2=\"21\" y2=\"12\"\/><line x1=\"3\" y1=\"18\" x2=\"21\" y2=\"18\"\/><\/svg>\n      <\/button>\n    <\/nav>\n  <\/div>\n<\/header><!-- \/WP:HEADER -->\n\n<main>\n\n<section class=\"page-header\">\n  <div class=\"container page-header__inner\">\n    <span class=\"eyebrow\">For Top-Earning Business Owners &amp; Incorporated Professionals<\/span>\n    <h1>Are we a fit?<\/h1>\n    <p class=\"page-header__lead\">15 seconds. Two columns. An honest answer.<\/p>\n  <\/div>\n<\/section>\n\n<!-- 15-SECOND FIT COMPARISON -->\n<section class=\"section\">\n  <div class=\"container\">\n    <div class=\"fit-split reveal\">\n\n      <div class=\"fit-split__col\">\n        <div class=\"fit-split__label\">Probably Not For You<\/div>\n        <h2>You should look elsewhere if:<\/h2>\n        <p class=\"fit-split__sub\">A more product-focused or DIY service will give you better value.<\/p>\n        <ul class=\"fit-split__list\">\n          <li>You earn under $500K in gross income and your business is under $200K in net income<\/li>\n          <li>You want stock tips, market timing, or a single transaction<\/li>\n          <li>You want to manage every advisor relationship yourself<\/li>\n          <li>You want the cheapest option, not the most coordinated one<\/li>\n          <li>You are not ready to think in decades<\/li>\n        <\/ul>\n      <\/div>\n\n      <div class=\"fit-split__col\">\n        <div class=\"fit-split__label\">A Strong Fit<\/div>\n        <h2>We are built for you if:<\/h2>\n        <p class=\"fit-split__sub\">You're ready to stop quarterbacking your own financial future.<\/p>\n        <ul class=\"fit-split__list\">\n          <li>You earn <strong>$500K+ in gross income as an incorporated professional<\/strong>, <em>or<\/em> your business generates <strong>$200K+ in net income<\/strong><\/li>\n          <li>You are incorporated or planning to be<\/li>\n          <li>You already have professionals (accountant, lawyer) and need them coordinated<\/li>\n          <li>You want the plan to lead, not another product pitch<\/li>\n          <li>You think long-term: decades, legacy, multi-generation<\/li>\n        <\/ul>\n      <\/div>\n\n    <\/div>\n\n    <div class=\"text-center\" style=\"margin-top: 2rem;\">\n      <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/book\/\" class=\"btn btn--primary btn--cta-split\">Three or more apply? <span class=\"btn__newline\">Claim Your Discovery Session <span class=\"arrow\">\u2192<\/span><\/span><\/a>\n    <\/div>\n  <\/div>\n<\/section>\n\n<!-- TWO PATHS (quick scannable -->\n<section class=\"section section--cream\">\n  <div class=\"container\">\n    <div class=\"section-head\">\n      <span class=\"eyebrow\">Two Paths In<\/span>\n      <h2>Most Ocean 6 clients arrive through one of two doors.<\/h2>\n      <p class=\"lead\">Different starting points, same coordinated answer. Click through for the detail.<\/p>\n    <\/div>\n\n    <div class=\"personas\">\n      <a href=\"#incorporated-professionals\" class=\"persona-card reveal\">\n        <h3>Incorporated Professional<\/h3>\n        <p>Doctor, dentist, optometrist, lawyer, engineer, consultant. Earning through a professional corporation.<\/p>\n        <ul class=\"persona-card__qualifiers\">\n          <li>$500K+ in gross income<\/li>\n          <li>Significant retained earnings in the corp<\/li>\n          <li>Underused tax-deferral capacity<\/li>\n          <li>Multiple advisors, no coordination<\/li>\n        <\/ul>\n        <span class=\"persona-card__arrow\">See the professional path <span class=\"arrow\">\u2193<\/span><\/span>\n      <\/a>\n\n      <a href=\"#business-owners\" class=\"persona-card reveal\">\n        <h3>Established Business Owner<\/h3>\n        <p>You built it. Now your wealth needs a plan that lives outside the business, too.<\/p>\n        <ul class=\"persona-card__qualifiers\">\n          <li>$200K+ in business net income, or trending fast<\/li>\n          <li>Opco + holdco structure (or considering one)<\/li>\n          <li>Exit, succession, or scale on the horizon<\/li>\n          <li>Cash trapped, plans fragmented, time scarce<\/li>\n        <\/ul>\n        <span class=\"persona-card__arrow\">See the business owner path <span class=\"arrow\">\u2193<\/span><\/span>\n      <\/a>\n    <\/div>\n  <\/div>\n<\/section>\n\n<!-- INCORPORATED PROFESSIONALS) detail -->\n<section id=\"incorporated-professionals\" class=\"section\">\n  <div class=\"container\">\n    <div class=\"section-head\">\n      <h2>For incorporated professionals.<\/h2>\n      <p class=\"lead\">Your professional corporation is a powerful tool. Most professionals only use 30% of it.<\/p>\n    <\/div>\n\n    <div class=\"comparison reveal\">\n      <div class=\"comparison__col\">\n        <div class=\"comparison__col-label\">Where you typically are<\/div>\n        <h3>You feel the gaps, but can't see all of them.<\/h3>\n        <ul class=\"comparison__list\">\n          <li><strong>Significant corporate income, unsure how to leverage.<\/strong> Most of your wealth sits inside your corporation, and you're not sure the most tax-efficient way to extract it.<\/li>\n          <li><strong>Underused tax-deferral, missed opportunities.<\/strong> You suspect you're leaving money on the table but don't know exactly where to look or who to ask.<\/li>\n          <li><strong>Insurance you're not sure is right.<\/strong> You bought the policies years ago. You don't know if they're owned the right way, structured the right way, or even still the right amount.<\/li>\n          <li><strong>Multiple advisors, no master plan.<\/strong> You wonder if anyone is actually looking at the whole picture, or if everyone is just doing their own piece.<\/li>\n          <li><strong>You're doing it all yourself.<\/strong> Coordinating professionals, chasing deadlines, second-guessing decisions, time taken away from your practice and your family.<\/li>\n        <\/ul>\n      <\/div>\n      <div class=\"comparison__col\">\n        <div class=\"comparison__col-label\">What we change<\/div>\n        <h3>Every move tied back to your long-term goals.<\/h3>\n        <ul class=\"comparison__list\">\n          <li><strong>Salary vs. dividend strategy designed for your retirement target.<\/strong> We restructure how you pay yourself so your comp plan funds the freedom number you want at 60, not just last year's tax bill.<\/li>\n          <li><strong>Corporate investment strategy tied to your 20-year retirement income map.<\/strong> Retained earnings invested with the long-arc plan in mind, not parked in a high-interest account losing to inflation.<\/li>\n          <li><strong>Insurance structured as a planning tool for your estate.<\/strong> Properly owned in the corp, integrated with your tax plan, designed to support the legacy you want to leave.<\/li>\n          <li><strong>All eight pillars connected to your goals.<\/strong> Every dollar moves in the same direction as the life you're trying to build, every year of the plan.<\/li>\n          <li><strong>We drive it. Done for you, with you informed.<\/strong> You stop coordinating, chasing, and second-guessing. You spend more time on your practice and with your family.<\/li>\n        <\/ul>\n      <\/div>\n    <\/div>\n\n    <div class=\"text-center\" style=\"margin-top: 2.5rem;\">\n      <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/book\/\" class=\"btn btn--primary\">Claim Your Discovery Session <span class=\"arrow\">\u2192<\/span><\/a>\n    <\/div>\n  <\/div>\n<\/section>\n\n<!-- BUSINESS OWNERS, detail -->\n<section id=\"business-owners\" class=\"section section--cream\">\n  <div class=\"container\">\n    <div class=\"section-head\">\n      <h2>For established business owners.<\/h2>\n      <p class=\"lead\">You built it. Now build the wealth strategy that protects what's outside the business too.<\/p>\n    <\/div>\n\n    <div class=\"comparison reveal\">\n      <div class=\"comparison__col\">\n        <div class=\"comparison__col-label\">Where you typically are<\/div>\n        <h3>The business runs. The wealth strategy doesn't.<\/h3>\n        <ul class=\"comparison__list\">\n          <li><strong>Cash trapped in the corp, unclear what to do.<\/strong> You see retained earnings building up. You don't know the most tax-efficient way to deploy or extract them, or what the long-term consequence is.<\/li>\n          <li><strong>Business is your retirement plan, no exit playbook written down.<\/strong> You know the business is the asset. The plan that turns it into wealth on your terms isn't designed yet.<\/li>\n          <li><strong>Personal and business finances tangled.<\/strong> You're never quite sure where your money actually is, how much is yours, and what's the company's. The line shifts every quarter.<\/li>\n          <li><strong>Five professionals, none coordinated.<\/strong> You've become the project manager between your accountant, lawyer, banker and broker. That's not what you signed up for.<\/li>\n          <li><strong>You're doing it all yourself.<\/strong> Running the business, running the finances, running the coordination, time taken away from growing the business and being with your family.<\/li>\n        <\/ul>\n      <\/div>\n      <div class=\"comparison__col\">\n        <div class=\"comparison__col-label\">What we change<\/div>\n        <h3>Every move tied back to your long-term goals.<\/h3>\n        <ul class=\"comparison__list\">\n          <li><strong>Owner compensation engineered for your freedom number.<\/strong> Salary, dividend, bonus, capital, all designed yearly so the comp strategy actually funds the life and exit you want.<\/li>\n          <li><strong>Corporate structure designed for your exit.<\/strong> Holdco, trust, share structure, all coordinated with your accountant and lawyer, built backward from the outcome.<\/li>\n          <li><strong>Insurance, buy-sell, key-person, integrated with the plan.<\/strong> Structured as planning tools that protect the business and fund the transitions, not products bolted on.<\/li>\n          <li><strong>One quarterback for the whole team.<\/strong> We brief your accountant and lawyer, drive the deadlines, and align every professional with the long-arc plan. You stop project managing.<\/li>\n          <li><strong>We drive it. Done for you, with you informed.<\/strong> You get back the time you were spending on the finances. You spend it on the business and on your family instead.<\/li>\n        <\/ul>\n      <\/div>\n    <\/div>\n\n    <div class=\"text-center\" style=\"margin-top: 2.5rem;\">\n      <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/book\/\" class=\"btn btn--primary\">Claim Your Discovery Session <span class=\"arrow\">\u2192<\/span><\/a>\n    <\/div>\n  <\/div>\n<\/section>\n\n<!-- CTA -->\n<section class=\"cta-band\">\n  <div class=\"container cta-band__inner\">\n    <span class=\"eyebrow eyebrow--light\">Still unsure?<\/span>\n    <h2>The fit conversation is what the Discovery Session is for.<\/h2>\n    <p>45 minutes. Honest read. We tell you yes or no, and who fits better if it is no.<\/p>\n    <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/book\/\" class=\"btn btn--teal\">Claim Your Discovery Session <span class=\"arrow\">\u2192<\/span><\/a>\n  <\/div>\n<\/section>\n\n<\/main>\n\n<!-- WP:FOOTER -->\n<footer class=\"footer\">\n  <div class=\"container\">\n    <div class=\"footer__grid\">\n      <div class=\"footer__col footer__brand\">\n        <!-- REPLACE: swap ocean6-logo.png with vector SVG when provided -->\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/\" class=\"logo\" aria-label=\"Ocean 6 home\">\n          <img decoding=\"async\" src=\"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-content\/mu-plugins\/ocean6-assets\/ocean6-logo-white.svg\" alt=\"Ocean 6: A New World of Wealth\" class=\"logo__img\" \/>\n        <\/a>\n        <p class=\"footer__tagline\">Holistic financial planning that coordinates every advisor in your world.<\/p>\n        <div class=\"footer__social\">\n          <a href=\"https:\/\/www.linkedin.com\/company\/ocean-6\/\" aria-label=\"LinkedIn\"><svg width=\"16\" height=\"16\" viewBox=\"0 0 24 24\" fill=\"currentColor\"><path d=\"M19 0h-14c-2.761 0-5 2.239-5 5v14c0 2.761 2.239 5 5 5h14c2.762 0 5-2.239 5-5v-14c0-2.761-2.238-5-5-5zm-11 19h-3v-11h3v11zm-1.5-12.268c-.966 0-1.75-.79-1.75-1.764s.784-1.764 1.75-1.764 1.75.79 1.75 1.764-.783 1.764-1.75 1.764zm13.5 12.268h-3v-5.604c0-3.368-4-3.113-4 0v5.604h-3v-11h3v1.765c1.396-2.586 7-2.777 7 2.476v6.759z\"\/><\/svg><\/a>\n          <a href=\"https:\/\/www.instagram.com\/ocean6wealthadvisory\/\" aria-label=\"Instagram\"><svg width=\"16\" height=\"16\" viewBox=\"0 0 24 24\" fill=\"currentColor\"><path d=\"M12 2.163c3.204 0 3.584.012 4.85.07 3.252.148 4.771 1.691 4.919 4.919.058 1.265.069 1.645.069 4.849 0 3.205-.012 3.584-.069 4.849-.149 3.225-1.664 4.771-4.919 4.919-1.266.058-1.644.07-4.85.07-3.204 0-3.584-.012-4.849-.07-3.26-.149-4.771-1.699-4.919-4.92-.058-1.265-.07-1.644-.07-4.849 0-3.204.013-3.583.07-4.849.149-3.227 1.664-4.771 4.919-4.919 1.266-.057 1.645-.069 4.849-.069zm0-2.163c-3.259 0-3.667.014-4.947.072-4.358.2-6.78 2.618-6.98 6.98-.059 1.281-.073 1.689-.073 4.948 0 3.259.014 3.668.072 4.948.2 4.358 2.618 6.78 6.98 6.98 1.281.058 1.689.072 4.948.072 3.259 0 3.668-.014 4.948-.072 4.354-.2 6.782-2.618 6.979-6.98.059-1.28.073-1.689.073-4.948 0-3.259-.014-3.667-.072-4.947-.196-4.354-2.617-6.78-6.979-6.98-1.281-.059-1.69-.073-4.949-.073zm0 5.838c-3.403 0-6.162 2.759-6.162 6.162s2.759 6.163 6.162 6.163 6.162-2.759 6.162-6.163c0-3.403-2.759-6.162-6.162-6.162zm0 10.162c-2.209 0-4-1.79-4-4 0-2.209 1.791-4 4-4s4 1.791 4 4c0 2.21-1.791 4-4 4zm6.406-11.845c-.796 0-1.441.645-1.441 1.44s.645 1.44 1.441 1.44c.795 0 1.439-.645 1.439-1.44s-.644-1.44-1.439-1.44z\"\/><\/svg><\/a>\n          <a href=\"https:\/\/www.youtube.com\/c\/Ocean6\" aria-label=\"YouTube\"><svg width=\"16\" height=\"16\" viewBox=\"0 0 24 24\" fill=\"currentColor\"><path d=\"M23.498 6.186a3.016 3.016 0 0 0-2.122-2.136C19.505 3.545 12 3.545 12 3.545s-7.505 0-9.377.505A3.017 3.017 0 0 0 .502 6.186C0 8.07 0 12 0 12s0 3.93.502 5.814a3.016 3.016 0 0 0 2.122 2.136c1.871.505 9.376.505 9.376.505s7.505 0 9.377-.505a3.015 3.015 0 0 0 2.122-2.136C24 15.93 24 12 24 12s0-3.93-.502-5.814zM9.545 15.568V8.432L15.818 12l-6.273 3.568z\"\/><\/svg><\/a>\n          <a href=\"https:\/\/www.facebook.com\/Ocean6Wealth\/\" aria-label=\"Facebook\"><svg width=\"16\" height=\"16\" viewBox=\"0 0 24 24\" fill=\"currentColor\"><path d=\"M9 8h-3v4h3v12h5v-12h3.642l.358-4h-4v-1.667c0-.955.192-1.333 1.115-1.333h2.885v-5h-3.808c-3.596 0-5.192 1.583-5.192 4.615v3.385z\"\/><\/svg><\/a>\n          <a href=\"https:\/\/www.tiktok.com\/@ocean6wealthadvisory\" aria-label=\"TikTok\"><svg width=\"16\" height=\"16\" viewBox=\"0 0 24 24\" fill=\"currentColor\"><path d=\"M19.59 6.69a4.83 4.83 0 0 1-3.77-4.25V2h-3.45v13.67a2.89 2.89 0 0 1-2.88 2.5 2.89 2.89 0 0 1-2.89-2.89 2.89 2.89 0 0 1 2.89-2.89c.28 0 .54.04.79.1V9.01a6.27 6.27 0 0 0-.79-.05 6.34 6.34 0 0 0-6.34 6.34 6.34 6.34 0 0 0 6.34 6.34 6.34 6.34 0 0 0 6.33-6.34V8.69a8.25 8.25 0 0 0 4.83 1.55V6.79a4.85 4.85 0 0 1-1.06-.1z\"\/><\/svg><\/a>\n        <\/div>\n      <\/div>\n      <div class=\"footer__col\">\n        <h5>Financial Planning<\/h5>\n        <ul class=\"footer__list\">\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-incorporated-professionals\/\">Incorporated Professionals<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-doctors-dentists-vancouver\/\">Doctors &amp; Dentists<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-business-owners-vancouver\/\">Business Owners<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/services\/\">The Eight Pillars<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/our-approach\/\">The Do It For You Method<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/pricing\/\">Pricing<\/a><\/li>\n        <\/ul>\n      <\/div>\n      <div class=\"footer__col\">\n        <h5>Firm<\/h5>\n        <ul class=\"footer__list\">\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/team\/\">Our Team<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/blog\/\">Blog<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/book\/\">Book a Call<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/careers\/\">Careers<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/client-login\/\">Client Login<\/a><\/li>\n        <\/ul>\n      <\/div>\n      <div class=\"footer__col\">\n        <h5>Contact<\/h5>\n        <div class=\"footer__contact\">\n          <p style=\"color: var(--text-light-muted);\">300 \u2013 240 East 2nd Avenue<br \/>Vancouver, BC V5T 1B7<\/p>\n          <a href=\"tel:+16043434808\">604-343-4808<\/a>\n          <a href=\"mailto:service@ocean6.ca\">service@ocean6.ca<\/a>\n        <\/div>\n      <\/div>\n    <\/div>\n        <div class=\"footer__locations\">\n      <span class=\"footer__locations-label\">Locations We Serve<\/span>\n      <div class=\"footer__locations-links\">\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-vancouver\/\">Vancouver<\/a>\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-toronto\/\">Toronto<\/a>\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-calgary\/\">Calgary<\/a>\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-edmonton\/\">Edmonton<\/a>\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-mississauga\/\">Mississauga<\/a>\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-winnipeg\/\">Winnipeg<\/a>\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-regina\/\">Regina<\/a>\n      <\/div>\n    <\/div>\n    <div class=\"footer__seo\">\n      <div class=\"footer__seo-block\">\n        <h6>Key Strategies We Plan For<\/h6>\n        <p><strong>Tax-efficient compensation<\/strong> (salary vs. dividend optimization). <strong>Corporate-owned life insurance<\/strong> as a tax-advantaged accumulation strategy. <strong>Lifetime Capital Gains Exemption<\/strong> planning and pre-exit positioning. <strong>Holding company and holdco-opco structures<\/strong>. Capital Dividend Account strategy. Individual Pension Plans (IPP), Retirement Compensation Arrangements (RCA). Estate freezes and intergenerational wealth transfer.<\/p>\n      <\/div>\n    <\/div>\n    <div class=\"footer__regulatory\">\n      Ocean 6 operates through two registered entities. <strong style=\"color: rgba(255,255,255,0.78);\">Ocean 6 Wealth Advisory Inc.<\/strong> provides fee-based financial planning, life insurance products, critical illness and disability insurance products and segregated funds. <strong style=\"color: rgba(255,255,255,0.78);\">Ocean 6 Investment Solutions Inc.<\/strong> 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. 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