Founded on the principles of fiduciary duty and transparency, Ocean 6 Wealth Advisory is a Calgary-based firm that offers integrated wealth management services. They operate on a fee-only basis, meaning they are compensated solely by their clients, which aligns their interests and avoids conflicts associated with commission-based models. Their core services include comprehensive financial planning, discretionary investment management, retirement planning, tax strategy, and estate planning, all tailored to the specific goals of high-net-worth individuals and families in Canada.

Founded in

Canada