OceanFront Wealth Inc. - Vancouver, British Columbia

Adresse: 1055 W Georgia St #2772, Vancouver, BC V6E 4N3, Canada.
Téléphone: 6046842200.
Site web: oceanfrontwealth.com
Spécialités: Institution financière, Conseiller financier, Planificateur financier, Agence d'assurance, Société d'investissement.
Autres données d'intérêt: Services sur place, Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Places assises accessibles en fauteuil roulant, Toilettes accessibles en fauteuil roulant.
Avis : Cette entreprise a 30 avis sur Google My Business.
Avis moyen: 4.9/5.

📌 Emplacement de OceanFront Wealth Inc.

OceanFront Wealth Inc. 1055 W Georgia St #2772, Vancouver, BC V6E 4N3, Canada

⏰ Horaires d'ouverture de OceanFront Wealth Inc.

  • Lundi: 08:00–16:00
  • Mardi: 08:00–16:00
  • Mercredi: 08:00–16:00
  • Jeudi: 08:00–16:00
  • Vendredi: 08:00–16:00
  • Samedi: Fermé
  • Dimanche: Fermé

OceanFront Wealth Inc. - Votre Partenaire Financier de Confiance à Vancouver

Retrouvez OceanFront Wealth Inc., une entreprise financière située au cœur de Vancouver, Canada, à l'adresse 1055 W Georgia St #2772, V6E 4N3. Avec un téléphone au 6046842200, cette société est à votre disposition pour vous accompagner dans la gestion de vos finances. Visitez leur site web oceanfrontwealth.com pour en savoir plus.

Spécialités et Services Offerts

OceanFront Wealth Inc. se spécialise dans plusieurs domaines clés de l'industrie financière, tels que le conseil financier, la planification financière, l'agence d'assurance et la société d'investissement. Leur approche holistique et leur professionnalisme font d'eux des partenaires de choix pour ceux qui cherchent à gérer efficacement leurs richesses.

Accessible à Tous

OceanFront Wealth Inc. se distingue par son engagement envers l'inclusion et la diversité. Les services sont proposés sur place, avec une entrée accessible en fauteuil roulant, un parking réservé aux personnes handicapées, des places assises accessibles en fauteuil roulant et des toilettes adaptées. Cela reflète leur engagement à rendre l'accès à des services financiers de qualité accessible à tous.

Testimonials

Les clients de OceanFront Wealth Inc. sont très satisfaits de leurs services. Avec un total de 30 avis sur Google My Business, l'entreprise a réussi à obtenir une note moyenne de 4.9 sur 5. Les témoignages parlent d'une équipe professionnelle, facile à travailler, qui offre non seulement un conseil financier pertinent, mais qui prend également soin de s'assurer que les valeurs de chaque client sont alignées avec leur planification financière. Cela prouve que l'approche globale de l'équipe de OceanFront Wealth Inc. est appréciée et efficace.

En somme, OceanFront Wealth Inc. est un partenaire financier de choix pour ceux qui cherchent un service de qualité, accessible et personnalisé. L'équipe expérimentée et l'engagement envers la communauté font de cette entreprise une référence incontournable dans l'industrie financière de Vancouver.

👍 Avis de OceanFront Wealth Inc.

OceanFront Wealth Inc. - Vancouver, British Columbia
Brad L.
5/5

Shane, Edmond and the entire team have been so easy to work with and are extremely professional. Their advice has really helped us manage our finances now and for the future. We appreciate their wholistic approach and how they ensure our values align with our path forward. We highly recommend them to anyone wanting peace of mind and a team of exceptional people.

OceanFront Wealth Inc. - Vancouver, British Columbia
10winter
5/5

My wife and I could not be more pleased with the work that our team at OceanFront Wealth Inc has provided us to date.
Effortless communication with light speed response times. I could not be more grateful for Kim, Shane, Tristan and all the others with their expertise at keeping us currently, and our future financially safe.
Thank you!

OceanFront Wealth Inc. - Vancouver, British Columbia
laurie D.
5/5

We shifted from EJ, a large financial institution we were with for over 20 years, to Oceanfront in 2025, taking a leap of faith in our quest to gain more personalized financial advice and more active account management based on a superior understanding of the markets. Moving to OceanFront in January 2025 was probably the most turbulent, asset crushing timeframe to do this - with tariffs, exchange rates, deeply falling markets - but the Oceanfront team took to task, selling, buying and managing in real time protecting and weathering the storm to a positive return! I didn't think it possible - but the whole team worked in concert - Scott, Edmond, Inaara, (and the people at OceanFront whose names I don't know but I know they are doing us great service (thank you!)) managed our transfer.

Choosing OceanFront was supported by the experiences of family members, who have been clients of Oceanfront for over 15 years and were very happy with their service. The trust my family has in OceanFront is well founded - and we look forward to our relationship with OceanFront!

OceanFront Wealth Inc. - Vancouver, British Columbia
kathy N.
5/5

For 24 years our experience with Shane, Scott and associates has far exceeded our expectations. They have with professional knowledge & trusted guidance developed a financial plan that has helped us achieve our monetary & life goals, even through uncertain markets. They have always assisted us with genuine kindness & interest in improving our understanding & their services. No question is left unanswered. We have attended timely & interesting presentations evenings and enjoy our annual meeting. Monthly updates are sent out to keep us informed. They are easily accessible when we have questions. All our dealings with Shane and associates have left us feeling more confident in our future.

OceanFront Wealth Inc. - Vancouver, British Columbia
julie G.
5/5

I have been a client of OceanFront Wealth for over 12 years. Their support has been invaluable through major life transitions and has ensured my financial growth and stability. Their trustworthy team is always available to assist with managing my personal finances, estate planning, and insurance needs, giving me confidence in my financial future. I highly recommend their comprehensive wealth management services.

OceanFront Wealth Inc. - Vancouver, British Columbia
thomas H.
5/5

I have been with Bruce and his team for a few years now. They are very open, provide quick and full responses to all of my questions, and are easy to get along with.

They provide a high level of comfort to my wife and I that we are secure in our future planning. I especially appreciate that they are not simply portfolio managers. While they do a very good job at managing my portfolio, the additional services they provide ensure a wholistic look at finances, which includes children, retirement, and other estate planning items.

OceanFront Wealth Inc. - Vancouver, British Columbia
Janet W.
5/5

I have been working with Bruce and his team for over 20 years. From the start I found it incredibly helpful to do in-depth planning on when I wanted to retire, the funds I would need to retire the way I wanted to, and a clear path on how to get there.

Not having a pension to rely on, I appreciated having Bruce and team work with me to help me achieve my financial goals. The team is always helpful, responsive, and friendly. Highly recommend them to anyone who is looking to ensure you achieve the retirement of your dreams.

OceanFront Wealth Inc. - Vancouver, British Columbia
Simrat G.
5/5

I’ve worked with Shane and his team since graduating as a young professional. Over the years, I’ve learned a lot from them about financial planning. They have always been prompt to answer questions, and more importantly, in a manner that is easily understood.

Everything they suggest stems from your life goals versus a one size fits all approach. They help you keep the bigger picture in mind when it comes to wealth management. I’ve always felt like a valued client from day one.

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