Ocean West Financial Group





	The Estate Bond – Have Your Cake and Eat it too! Often we see older investors shift gears near retirement and beyond. Many become risk averse and move their assets into fixed income type investments. Unfortunately this often results in the assets being exposed to higher rates of income tax... Read More We’ve Moved! Our new address is: Suite 1507, 1030 W Georgia Street, Vancouver, BC V6E 2Y3 Our telephone number remains the same: 604-662-3150	At Ocean West Financial Group, we focus on maximizing wealth, security and financial opportunity for entrepreneurs and business owners, using our Smart Insurance Strategies. They are proven, sanctioned strategies for tax, estate and succession planning, and charitable giving to help clients reduce tax, increase retirement income, and transfer wealth to beneficiaries and charities consistent with their values. We work collaboratively with our clients existing team of advisors to develop individual, highly customized financial strategies that help business owners reduce risk and create value.
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