OceanFront Wealth Inc.
62Developing1055 W Georgia St #2772, Vancouver, BC V6E 3R5, Canada
About
OceanFront Wealth Inc. is an independent wealth management firm in Vancouver, BC, providing personalized financial planning, investment counsel, and insurance solutions.
Senior Care Path Summary
OceanFront Wealth focuses on understanding your financial goals and offering tailored advice designed to give you peace of mind. They specialize in independent, personalized planning through their proprietary Peace of Mind Program, free from product bias, and work with clients and families to help them build financial security.
The firm brings together a team of professionals with collective experience in financial planning, investment management, and insurance solutions. They use integrated technology to streamline service while maintaining personal attention, helping you focus on what matters most in your life and retirement.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.9
35 Google reviews
Most recent reviews
Colin Boultbee
4 weeks ago · via Google
Our family have been investing with Shane and Kris for the last four years.They are thorough,professional,and very down to earth people.We enjoy the yearly meetings to understand and update our financial plan.I personally would recomend them to handle all your financial needs.
Tracey Jones
a month ago · via Google
We have been working with Shane and his amazing team at Oceanfront for over 25 years! Peace of mind is truly priceless and they continue to provide this and more for our family's financial security. Always willing to answer any questions we may have, offering the most up to date, sound advice, quickly and professionally . The whole team expertly guides us through the market noise to simplify the process so we can achieve our financial and life goals . This company exemplifies integrity, trust, honesty and our values align. They are truly family to us and we would recommend them to anyone looking for sound financial management.
Richard Polanski
2 months ago · via Google
We switched to OceanFront Wealth close to four years ago at the recommendation of friends of ours who have been long time clients themselves. We never regretted the decision. OceanFront fully assisted with our transition into retirement and guided us through the process. Shane, Kris and the Team are always within reach and communication has been effortless despite the fact that we currently live out of province. We are thankful not only for their abundance of financial knowledge but also life coaching and future planning help.
Summary of Google Reviews
Summarized by Senior Care Path from OceanFront Wealth Inc.'s Google rating and recent reviews. Confirm specifics with the provider.
OceanFront Wealth Inc. holds an excellent 4.9-star rating across 35 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
- Responsive, helpful communication
- A safe, reassuring environment
Services
Licenses & Registrations
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.
Associations & Accreditations
Languages Supported
Frequently Asked Questions
What services does OceanFront Wealth Inc. offer?
OceanFront Wealth Inc. is a financial planning provider in Vancouver, British Columbia. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
How do I book an appointment with OceanFront Wealth Inc.?
You can call OceanFront Wealth Inc. directly at (604) 684-2200, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Vancouver. It is free, with no pressure.
Is OceanFront Wealth Inc. verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
1055 W Georgia St #2772, Vancouver, BC V6E 3R5, Canada
Also serves
- Vancouver, British Columbia