For most of us we never took time to understand our mortgages because buying our first home was really the most important thing at that time. Since school never really taught us and the rapid changes of the financial industry, it is important to have a trusted team of professionals to show you how to avoid the common pitfalls and pay too much in interests & fees. I share with you a client success story & 3 ways you can save on your mortgages.

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Financial Scorecard (Free Worksheet): https://ocean6.ca/scorecard

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► ABOUT OCEAN 6 WEALTH ADVISORY:

At Ocean 6, we love being entrepreneurs. We love coming to work, and we love coming up with new ideas of life-changing value for you, our clients. Because we don’t just want to make a difference – for the world, for you – we want to make a profound difference. We do it by channeling our passion into our unique ideas and process, leading to your one-of-a-kind Blueprint.

The 3 things you want to pay attention to having a winning debt strategy. Debts can be a very powerful wealth creation tool when done properly. However, when we compartmentalize our finances it is easy to let debt get ahead of us and we stop taking advantage of our debt strategies. Listen to this podcast for stories and tips for you to create your own winning debt strategy. 

► VISIT OUR WEBSITE:

Book a Call: https://ocean6.ca/contact

Website: https://ocean6.ca/

Services: https://ocean6.ca/blueprint

► ADDITIONAL RESOURCES:

Financial Scorecard (Free Worksheet): https://ocean6.ca/scorecard

►FOLLOW US ON SOCIAL MEDIA:

Facebook: https://www.facebook.com/Ocean6Wealth/

LinkedIn: https://ca.linkedin.com/company/ocean-6

Instagram: https://www.instagram.com/ocean6wealthadvisory

► ABOUT OCEAN 6 WEALTH ADVISORY:

At Ocean 6, we love being entrepreneurs. We love coming to work, and we love coming up with new ideas of life-changing value for you, our clients. Because we don’t just want to make a difference – for the world, for you – we want to make a profound difference. We do it by channeling our passion into our unique ideas and process, leading to your one-of-a-kind Blueprint.

How should you position Bitcoin and Cryptocurrencies in your portfolio?

Needless to say, this has been a very trendy topic and in this episode, I dive into the guidelines and questions I use when talking to clients about this type of investment. I am by no means a cryptocurrency expert but I explore how you should think about these types of trendy investments in the future as well.

► VISIT OUR WEBSITE:

Book a Call: https://ocean6.ca/contact

Website: https://ocean6.ca/

Services: https://ocean6.ca/blueprint

► ADDITIONAL RESOURCES:

Financial Scorecard (Free Worksheet): https://ocean6.ca/scorecard

►FOLLOW US ON SOCIAL MEDIA:

Facebook: https://www.facebook.com/Ocean6Wealth/

LinkedIn: https://ca.linkedin.com/company/ocean-6

Instagram: https://www.instagram.com/ocean6wealthadvisory

► ABOUT OCEAN 6 WEALTH ADVISORY:

At Ocean 6, we love being entrepreneurs. We love coming to work, and we love coming up with new ideas of life-changing value for you, our clients. Because we don’t just want to make a difference – for the world, for you – we want to make a profound difference. We do it by channeling our passion into our unique ideas and process, leading to your one-of-a-kind Blueprint.

Typically most advisors will ask the client, when do they want to retire?

The entrepreneurs will always respond with; "I never want to fully stop, I just want to slow down and work as much or as little as I want."

► VISIT OUR WEBSITE:

Book a Call: https://ocean6.ca/contact

Website: https://ocean6.ca/

Services: https://ocean6.ca/blueprint

► ADDITIONAL RESOURCES:

Financial Scorecard (Free Worksheet): https://ocean6.ca/scorecard

►FOLLOW US ON SOCIAL MEDIA:

Facebook: https://www.facebook.com/Ocean6Wealth/

LinkedIn: https://ca.linkedin.com/company/ocean-6

Instagram: https://www.instagram.com/ocean6wealthadvisory

► ABOUT OCEAN 6 WEALTH ADVISORY:

At Ocean 6, we love being entrepreneurs. We love coming to work, and we love coming up with new ideas of life-changing value for you, our clients. Because we don’t just want to make a difference – for the world, for you – we want to make a profound difference. We do it by channeling our passion into our unique ideas and process, leading to your one-of-a-kind Blueprint.

FREE Advice is never truly free. You just don't know what the cost to you is yet.

In this episode, I explore the ways Canadian Financial advisors get paid and why "free" advice is never truly free. 

Not all financial advisors are the same, what type of financial advisor is the best fit for you? Listen to find out more.

► VISIT OUR WEBSITE:

Book a Call: https://ocean6.ca/contact

Website: https://ocean6.ca/

Services: https://ocean6.ca/blueprint

► ADDITIONAL RESOURCES:

Financial Scorecard (Free Worksheet): https://ocean6.ca/scorecard

►FOLLOW US ON SOCIAL MEDIA:

Facebook: https://www.facebook.com/Ocean6Wealth/

LinkedIn: https://ca.linkedin.com/company/ocean-6

Instagram: https://www.instagram.com/ocean6wealthadvisory

► ABOUT OCEAN 6 WEALTH ADVISORY:

At Ocean 6, we love being entrepreneurs. We love coming to work, and we love coming up with new ideas of life-changing value for you, our clients. Because we don’t just want to make a difference – for the world, for you – we want to make a profound difference. We do it by channeling our passion into our unique ideas and process, leading to your one-of-a-kind Blueprint.

The first 60 days of the year are always a scramble, as we try to get our last-minute RRSP contributions in.

I share some thoughts, stories, and ideas about whether or a successful business owner should buy RRSP for their retirement. Retirement can be confusing and while it is always important to think about your taxes today, it is equally important to recognize what your future taxes may look like.

RRSP is not the only retirement tool you can consider for your retirement needs. Listen to this episode to find out if this is for you.

► VISIT OUR WEBSITE:

Book a Call: https://ocean6.ca/contact

Website: https://ocean6.ca/

Services: https://ocean6.ca/blueprint

► ADDITIONAL RESOURCES:

Financial Scorecard (Free Worksheet): https://ocean6.ca/scorecard

►FOLLOW US ON SOCIAL MEDIA:

Facebook: https://www.facebook.com/Ocean6Wealth/

LinkedIn: https://ca.linkedin.com/company/ocean-6

Instagram: https://www.instagram.com/ocean6wealthadvisory

At Ocean 6, we love being entrepreneurs. We love coming to work, and we love coming up with new ideas of life-changing value for you, our clients. Because we don’t just want to make a difference – for the world, for you – we want to make a profound difference. We do it by channeling our passion into our unique ideas and process, leading to your one-of-a-kind Blueprint.

How to effectively structure your mortgage to beat the banks and why locking your mortgage rate may not be the best solution.

Listen in as we explain how business owners can cleverly use their corporation to create the ideal mortgage structure so that they are the ones winning.

► VISIT OUR WEBSITE:

Book a Call: https://ocean6.ca/contact

Website: https://ocean6.ca/

Services: https://ocean6.ca/blueprint

► ADDITIONAL RESOURCES:

Financial Scorecard (Free Worksheet): https://ocean6.ca/scorecard

►FOLLOW US ON SOCIAL MEDIA:

Facebook: https://www.facebook.com/Ocean6Wealth/

LinkedIn: https://ca.linkedin.com/company/ocean-6

Instagram: https://www.instagram.com/ocean6wealthadvisory

► ABOUT OCEAN 6 WEALTH ADVISORY:

At Ocean 6, we love being entrepreneurs. We love coming to work, and we love coming up with new ideas of life-changing value for you, our clients. Because we don’t just want to make a difference – for the world, for you – we want to make a profound difference. We do it by channeling our passion into our unique ideas and process, leading to your one-of-a-kind Blueprint.

Budgets do not work! They are the same as fitness challenges or diets. In the beginning we see results, but eventually we end up going back to our old lifestyle and habits. They don't have a long-lasting effect.

Tune in to this episode to find out why you should swap your budget for an effective cashflow plan.

► VISIT OUR WEBSITE:

Book a Call: https://ocean6.ca/contact

Website: https://ocean6.ca/

Services: https://ocean6.ca/blueprint

► ADDITIONAL RESOURCES:

Financial Scorecard (Free Worksheet): https://ocean6.ca/scorecard

►FOLLOW US ON SOCIAL MEDIA:

Facebook: https://www.facebook.com/Ocean6Wealth/

LinkedIn: https://ca.linkedin.com/company/ocean-6

Instagram: https://www.instagram.com/ocean6wealthadvisory

► ABOUT OCEAN 6 WEALTH ADVISORY:

At Ocean 6, we love being entrepreneurs. We love coming to work, and we love coming up with new ideas of life-changing value for you, our clients. Because we don’t just want to make a difference – for the world, for you – we want to make a profound difference. We do it by channeling our passion into our unique ideas and process, leading to your one-of-a-kind Blueprint.

How do you know if you’re there if you don't know where you are going?

Your goals are your compass in your financial journey, they keep you on track. That’s why getting clear about your dream life is the first step in building a successful financial plan.

Jump into this episode for plenty of tools and tips to you get excited about the future you.

► VISIT OUR WEBSITE:

Book a Call: https://ocean6.ca/contact

Website: https://ocean6.ca/

Services: https://ocean6.ca/blueprint

► ADDITIONAL RESOURCES:

Financial Scorecard (Free Worksheet): https://ocean6.ca/scorecard

►FOLLOW US ON SOCIAL MEDIA:

Facebook: https://www.facebook.com/Ocean6Wealth/

LinkedIn: https://ca.linkedin.com/company/ocean-6

Instagram: https://www.instagram.com/ocean6wealthadvisory

► ABOUT OCEAN 6 WEALTH ADVISORY:

At Ocean 6, we love being entrepreneurs. We love coming to work, and we love coming up with new ideas of life-changing value for you, our clients. Because we don’t just want to make a difference – for the world, for you – we want to make a profound difference. We do it by channeling our passion into our unique ideas and process, leading to your one-of-a-kind Blueprint.

With all the global events happening, there is a lot of volatility in the market. Business owners and investors are asking us how we should best manage our money going forward. But instead of looking for quick wins in the market, we take a different perspective, using your goals to create a winning strategy and secure your financial future. Business owners are in a unique position to take advantage of this correction with proper structures instead of chasing trends. 

Maximizing your investment portfolio blog: https://ocean6.ca/maximizing-investments/