Certified Cash Flow Specialists™ help you find more life from the money you already have, by using technology to maximize your income and make financial management stress-free.
A 15-minute conversation with a CCS™ could change your life today.
A Certified Cash Flow Specialist™ is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.
As a Certified Financial Planner with Ocean 6, Jay specializes in innovative financial strategies that help his clients win. Ocean 6 deals with entrepreneurs and business professionals to establish a tax efficient financial strategy both personally and within the corporate structure. The Blueprint is a six step process that will change conventional thinking to establish A New World of Wealth™ for our clients and the financial industry in Canada.
I’m an entrepreneur, financial planner, cash flow specialist, investor, speaker, best selling author and mentor in Vancouver, B.C. helping busy business owners and professionals do more with their money so they protect their lifestyles for the rest of their lives.
Cash Flow Planning is something that is missing for most everyone. We tend to figure out our finances ourselves, listen to the media, our parents and friends. There often is not a professional who will help us, only those who offer various products. Although we need those products we don’t necessarily understand why. As a CCS™ I am able to provide something that has been missing for people; debt and cash flow management.
Stephen Devlin is a value-based Licensed Life Insurance Broker and Wealth Architect, passionate about self-empowering his clients to achieve financial control for life by educating and coaching them on key financial principles and cash flow optimization strategies. He is regarded as Canada’s leading expert in implementing the Bank On Yourself® and Infinite Banking® concepts and engineering multi-figure strategic wealth plans. Stephen has been honoured with a privilege only a handful of advisors have as a member of the international organization the Million Dollar Round Table, the prestigious status of Court of the Table.
I am motivated to help my clients reach their financial goals, big and small. By making a few changes, my clients have achieved significant financial results. I am focused on a measurable, goal oriented process towards making large and lasting progress.
After working with thousands of families and business people throughout my career as a financial advisor, I realized that many do not have the basic building blocks to keep them from the debt rat hole. By arming my clients with a behavioral cash flow plan they can escape debt and find a sense of freedom from financial care, perhaps for the first time since they got their first pay cheque.
'Creating a cash flow plan that matches the life flow plan you deserve'
Growing up, money was never talked about in Kevin's family. In 1996, he decided that this should change and that was one of the main reasons why he became a financial planner to assist Canadians in introducing the money conversation into their lives. The conversation starts with the importance of following a Cash Flow Plan.
With over two decades of experience in the financial services industry I am committed to all people achieving sustainable wealth. By becoming a CCS™ I can assist clients to take action on their life, and provide tailored financial planning, and solutions to help them reach their short, medium and long-term goals.
As a Certified Cash Flow Specialist, I generate Behavioural Cash Flow Plans for my clients and I’m trained to provide Behavioural Cash Flow advice.
Behavioural Cash Flow Planning provides specific advice on your personal spending based upon a standardized process to take into account your income, expenses, proximity to retirement, assets, liabilities and recommend how much you can spend on the things you can control.
As a Certified Financial Planner providing comprehensive planning advice to a diverse clientele, I have seen many clients struggle to elevate their financial positions.
I wanted to be a CCS to assist my clients in identifying their more important lifestyle expenditures, which will allow them to prioritize their spending so they may be able to achieve their financial objectives. My additional licensing in insurance and investment services allows me to continue to guide them through their financial journey.
“We can help people in many ways and yet if they feel like they aren’t getting enough life from their money, then we haven’t done a complete job for our clients.”
Janet is the founder of Equuis Wealth Management. Her passion is teaching people how to save money and create wealth. Janet works with each of her clients on an individual basis to develop an understanding of what holds them back in achieving their financial goals.
I entered the financial services industry in 2005 immediately my graduation from the University of British Columbia. I hold the Certified Financial Planner (CFP) designation and the Certified Cash Flow Specialist (CCS) certification. Among my peers, friends and family, I am best known for my commitment to professional excellence, leadership in the community, and my passion for helping others.
I am an active member of her industry professional association, Advocis– The Financial Advisors Association of Canada, and I’m a qualifier for the Million Dollar Round Table – The Premier Association of Financial Professionals. I’ve been a longstanding Kiwanis Club of Vancouver member who has carved my niche in the organization by working extensively in the area of youth initiatives. I am also fully conversant in Cantonese.
"I know if I wasn't in the position I'm in and I was seeking financial advice, I would love someone to show me a way to structure my finances that was hands off, would remove any stress of managing finances, and show me how to maximize my lifestyle. Maximizing lifestyle is the most important thing to most of us,"
Seabrook developed his passion for finance while attending the University of Northern British Columbia,where he graduated in 2009 with a Bachelor of Commerce and a double major in Accounting and General Business. Currently, he works with Assante Wealth Management in Prince George, British Columbia.
"Think about it... People die too soon or live too long. Either way, proper planning can ensure the continued quality of life for you and your family. I am here to help you."
I am a Certified Financial Planner, CFP, which is the highest internationally recognized Financial Planning Certification, and a Certified Cash Flow Specialist, CCS, which is the official standardized approach to Cash Flow Planning. In 2004, and as part of his succession plan, I joined my father, the founder of Buddy Hulscher & Associates. I enjoyed seven years of working with him until he lost his battle with prostate cancer at the young age of 74. His successful succession plan saw the smooth continuation of service to our clients. I have endeavored to retain his core values which include integrity, honesty, objectivity, and reliability.
Shaun is a Kelowna based financial advisor with Lakeside Wealth Management, who helps people to invest and manage portfolios based on their goals. He works closely with clients to guide them in making informed and rational decisions about their money.For the first twenty years of his life, Shaun grew up in the beautiful mountain town of Revelstoke BC. He has since resided in Kelowna and it has become his home. In 2000, he moved to Kelowna to attend Okanagan University College, and within the first semester he met his loving wife Pam. They are proud parents to Hudson and “Dog Whisperer”–inspired pack leaders to their Husky Sheppard dog Juno.
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