David Loncaric
Financial Advisor @Ocean 6 Wealth Advisory
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WORK HISTORY
Financial Advisor @Ocean 6 Wealth Advisory
Vancouver, BC, CA
At Ocean 6 Wealth Advisory we specialize in working with successful business owners, entrepreneurs and incorporated individuals to clarify and organize their financial futures.We are driven by the excitement of delivering innovative strategies that help our clients win. We pride ourselves in delivering high level financial plans with our client-first model.Our elite financial planning service, The Blueprint, creates a clear roadmap to financial freedom, and addresses in detail the following:• Financial planning & advice• Cash Flow Planning• Debt Management• Retirement Planning• Tax Planning• Investment Strategies• Estate Planning• Corporate Investing• Insurance Planning• Risk Management• Implementation of all the above.We make a profound difference to our clients by channeling our passion into our unique ideas and process, leading to your one-of-a-kind Blueprint.
EDUCATION
British Columbia Institute of Technology
Associate Certificate
Simon Fraser University
Bachelor of Arts (B.A.)
ABOUT DAVID LONCARIC
I have always had an interest in two very distinct studies, human psychology and numbers. These interests, coupled with a passion to help people, have led me to my career today.We help Canadian business owners, entrepreneurs, and incorporated professionals clarify and organize their financial futures.Understanding our client’s full financial picture and life goals, we come up with innovative strategies to reduce taxes, increase wealth, and plan for the efficient transfer of wealth from one generation to another.I began my journey into the world of financial planning with a BA in Psychology from Simon Fraser University and an Associates Certificate in Financial Management and Financial Planning from the BC Institute of Technology. I am a Certified Financial Planner® and hold the Chartered Life Underwriter (CLU) designation.My mission is to create life-changing financial plans for Canadian business owners, entrepreneurs, and incorporated professionals.
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