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Financial Planning

Ocean 6 Wealth Advisory Inc.

52Developing

240 E 2nd Ave, Vancouver, BC V5T 1B7, Canada

5.0(47 Google reviews)on Google

About

Ocean 6 Wealth Advisory Inc. is a local financial planning provider in Vancouver, British Columbia. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.

Senior Care Path Summary

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Who This Provider Is Best For

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Google Reviews

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5.0

47 Google reviews

Most recent reviews

Chris
3 months ago · via Google
I can not recommend Ocean 6's team enough. My wife and I have a very unique financial situation and felt very anxious about putting together a plan. Dave and Shane and the team took a lot of time to understand our situation, fears, and dreams and have not only helped us set better goals but they also helped us find great products for achieving them.
Taja Arundell
3 months ago · via Google
I can't say enough good things about Ocean 6. I am not a big fish at all and they treat me like gold. I work with Shane and am so happy with all his work and advice. I would highly recommend having his team help you achieve your goals.
Lucas Mattiello
8 months ago · via Google
A great experience working with Ocean 6. The team takes a very understanding approach to financial planning and clarifying the goals that matter to you and build a plan to achieve them. The whole team has been professional and enjoyable to work with

See all 47 reviews on Google

Summary of Google Reviews

Summarized by Senior Care Path from Ocean 6 Wealth Advisory Inc.'s Google rating and recent reviews. Confirm specifics with the provider.

Ocean 6 Wealth Advisory Inc. holds an excellent 5.0-star rating across 47 Google reviews. Recent reviewers most often highlight caring, attentive staff.

Most common praise

Caring, attentive staff

ThemesStaff & care

Services

Financial Planning

Licenses & Registrations

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Verifying professional registration

There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.

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Associations & Accreditations

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Languages Supported

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Location

240 E 2nd Ave, Vancouver, BC V5T 1B7, Canada

Also serves

Vancouver and surrounding areas