Financial Planning for Canadian Business Owners
Keep more of what you earn as a business owner. We help you optimize taxes, structure income from your corporation, and build a clear plan for retirement, your exit, and your family’s future.
Serving Business Owners Across Canada
FOR CANADIAN BUSINES OWNERS
Clear review of your current financial setup
Tax, income, and corporate planning opportunities
Straight answers on what's costing you money
Who This Is For
We don't try to be everything to everyone. Our specialized financial planning services are designed exclusively for those who can benefit most from corporate financial strategies.
Incorporated Business Owners
You run an active business and want to optimize how money flows between your corporation and your personal life.
Self-Employed Professionals
Doctors, dentists, lawyers, and consultants looking to minimize tax and build long-term wealth efficiently.
Entrepreneurs Planning an Exit
You're building a business to eventually sell or pass on, and need a tax-efficient exit strategy.
Typical Advisors
Focus primarily on selling investment products
Treat your business and personal finances separately
Provide generic advice meant for employees
Reactive to tax issues at year-end
Charge hidden fees based on assets under management
What Makes Ocean 6 Different
Why typical financial advice doesn't work for business owners.
Ocean 6 Financial
Focus on comprehensive, integrated financial planning
Treat your corporation as the engine of your wealth
Specialized strategies exclusively for business owners
Proactive, multi-year tax optimization
Transparent, flat-fee planning structure
Get Clear on Your Next Financial Moves
You built the business. Now make sure your money is working just as hard. Start with a FREE strategy call.
Click to open the short form and request your call.
© 2026 Ocean 6 Wealth Advisory. All rights reserved.
Up to 35% Optimized
TAX SAVINGS
Certified Financial Planner (CFP®)
Serving Business Owners Canada-Wide
Specialized Corporate Wealth Strategies
What Clients Say About Ocean 6
"Before Ocean 6, my accountant handled my taxes and my advisor handled my RRSPs, but nobody was looking at the big picture. Ocean 6 connected the dots between my corporation and my personal life. The clarity is incredible."
Sarah M.
Marketing Agency Owner
"They showed me how to save over $15,000 in taxes just by restructuring how I pay myself. It's the best ROI I've had all year."
Dr. James T.
Incorporated Professional
Real stories from business owners across Canada.
Request Your Free Strategy Call
Tell us a little about your business and goals. On the call, we will look at your current setup and where you may be missing opportunities.
Focused Conversation
No generic sales pitch. Just real strategy.
Identify tax and income gaps in your setup.
Expert Review
"The strategy call was the most productive 30 minutes I've spent on my finances in years."
By submitting, you agree to our privacy policy. Your information is secure and will only be used to contact you regarding your request.
Priceless
Peace of Mind
$12,200/yr
Average Income Optimization
$18,400/yr
Average Tax Savings Found
Does Any of This Sound Familiar?
You're making good money, but your financial life still feels more reactive than strategic.
“I feel like I’m paying way too much tax.”
“My money is stuck inside my corporation.”
“I don’t know the best way to pay myself.”
“I don’t have a real financial plan.”
“My accountant only talks about last year’s taxes.”
“I make good money but I’m not sure I’m building wealth.”
Most business owners do not need more information. They need a coordinated plan that shows what to do next.
Serving Entrepreneurs Canada-Wide
While our headquarters are in Vancouver, BC, we work seamlessly with incorporated business owners across Canada.
100% Virtual Meetings Available
Relying Only on Accountants
Your accountant reports what happened and files your taxes. A financial planner helps you look ahead and build a proactive, multi-year strategy for tax, income, and long-term wealth.
Inefficient Income Extraction
Pulling money out of your corporation without a strategy often leads to unnecessary double taxation and massive tax leakage. Every dollar you extract should follow a multi-year plan.
Delaying Exit Planning
Waiting until you're ready to sell or retire to plan your exit can mean leaving 30–50% of your business value on the table and missing years of tax-planning opportunities like the Lifetime Capital Gains Exemption.
A Financial Plan Built for Business Owners
Ocean 6 helps you connect your business and personal finances into one clear strategy. Instead of piecing things together from different advisors, you get one coordinated strategy.
Tax Leakage
Reviewing your current corporate and personal setup.
01
The Ocean 6 Framework
Strategy
Identifying tax, income, and retirement opportunities.
02
Execution
Coordinating with your legal and tax professionals.
03
Optimization
Ongoing support as your business and goals evolve.
04
Personal Tax Planning
Help reduce avoidable tax drag on your earnings.
The smartest way to pay yourself from your corp.
Corporate Tax Planning
Retirement Planning
Strategies that work with your corporate structure.
Investment Planning
Optimizing personal and corporate assets.
Exit Planning
Preparing for the day you slow down or sell.
Risk Management
Protection planning for you and your business.
Real Results for Real Business Owners
Tech Consultant
THE CHALLENGE
Paying top marginal tax rate personally while leaving cash idle in the corporation.
Implemented a corporate investment strategy and optimized dividend flow.
THE SOLUTION
OUTCOME
Saved $24,000 annually in personal taxes and accelerated retirement timeline by 4 years.
Medical Professional
THE CHALLENGE
Unsure how to transition wealth from professional corporation to personal estate efficiently.
Set up a holding company and implemented an Individual Pension Plan (IPP).
THE SOLUTION
OUTCOME
Protected assets from creditors and created a tax-deductible retirement funding mechanism.
Manufacturing CEO
THE CHALLENGE
Approaching retirement with no clear plan to extract $3M in corporate retained earnings.
Designed a multi-year extraction strategy utilizing capital dividends and estate freezes.
THE SOLUTION
OUTCOME
Minimized estate taxes by over $400,000 and ensured smooth transition to the next generation.
Book a Free Strategy Call
In one conversation, you can get clarity on where you may be overpaying, under-planning, or missing opportunities with your corporation.
No obligation. No sales pitch. Just specialized advice.
Corporate Tax Planning
Comprehensive Planning Areas
Personal Tax Planning
Salary vs. Dividend Strategy
Retirement Income Projections
Corporate Investment Strategy
Holding Company Structuring
Estate & Legacy Planning
Business Succession & Exit
Risk Management & Insurance
Expertise Built for Entrepreneurs
With over 15 years of experience as a Certified Financial Planner (CFP), I've seen firsthand how traditional financial advice fails business owners.
MEET YOUR LEAD STRATEGIST
15+
YEARS EXP
My mission is to help you navigate the complexities of corporate tax and wealth so you can focus on what you do best: growing your business.
200+
PLANS BUILT
CFP®
DESIGNATION
Fiduciary Standard
Legally obligated to act in your best interest.
Serving Business Owners Across Canada