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.
Jay’s grade eight math teacher was not his biggest fan.
To the teacher’s chagrin, Jay would come up with alternative ways of solving problems, instead of doing them the way he was “supposed” to. Many years later, this innate desire to do things differently – something Jay and his team call higher level innovative thinking – is what makes Ocean 6 unique. They are in this business because they are driven by the excitement of delivering innovative strategies that help their clients win.
Jay loves travel – especially to Hawaii – and spending time with his son, Leo. He also volunteers his time for mentoring and assisting other advisors in developing solutions for their clients. Jay doesn’t just want to make a difference. He wants to make a profound difference.
Jay specializes in complex corporate tax planning and high net worth personal estate planning, working closely with clients to increase their wealth, reduce taxes and transfer wealth from one generation to another. A graduate in corporate finance from the BC Institute of Technology, he holds the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Certified Cash Flow Specialist (CCS) designations.
Jay is registered with Portfolio Strategies Corporation.