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Financial Planning

OceanFront Wealth Inc.

52Developing

1055 W Georgia St #2772, Vancouver, BC V6E 3R5, Canada

4.9(35 Google reviews)on Google

About

OceanFront Wealth 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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Photo Gallery

Photos via Google Maps

Google Reviews

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4.9

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.

See all 35 reviews on Google

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

ThemesStaff & careAtmosphereCommunicationSafety

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.

Verify a CFP professional (FP Canada)

Associations & Accreditations

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Languages Supported

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Location

1055 W Georgia St #2772, Vancouver, BC V6E 3R5, Canada

Also serves

Vancouver and surrounding areas