Navigating Financial Waters with Confidence
Retiring to Parksville is a dream for some. For others, our community offers a chance to enjoy the outdoors with a growing family. Finding expert financial advice that has a finger on the local pulse, while understanding the bigger picture, might seem like a tall order. In Parksville Downtown, OneOcean Wealth relocated to their new office space recently, so we stopped in to find out more.
Financial Security and Outcomes for Success
“Our area is seeing exciting growth,” Senior Investment Advisor, Niki Stanford, explained. “At OneOcean Wealth, we focus on our clients’ financial wellbeing 100% of the time. We go deep and get to know each client’s unique financial goals, then we get to work. Our results speak for themselves, and our clients keep referring more folks to us. We’re thrilled to expand alongside Parksville. This is our home, too.”
As the local division of Leede Financial Inc., OneOcean Wealth has been a Parksville investing hub for several years. Leede is a nationally accredited, 100% employee owned and operated investment management firm focusing on low overhead and no fuss attitudes. Leede Financial Inc. is a member of CIPF and is regulated by CIRO. Leede prides itself in having national and international investment reach, with a local feel. As OneOcean Wealth expands, they are an ideal umbrella for veteran financial advisors looking for a solid homebase for their clients.
Island Friendliness with Broad Reach
Stanford explained further, “OneOcean Wealth isn’t owned by a bank, insurance company, or offshore interest. Because we don’t have corporate pressures pushing us to maximize our own revenues, we can focus on serving our clients’ interests as our top priority.”
“Our clients are looking for retirement planning, cash flow management with tax efficient strategies, legacy and trust advice. We listen to individual desires for values-based investments, risk sensitivity, integration with business interests such as IPOs, and accredited investor opportunities. We can provide hands-free investment management, or higher frequency investor contact. Every client has different and legitimate expectations for their financial security, and we know how to put the pieces together for success. Our focus is to provide excellent service for our clients’ maximum benefit. We’re down-to-earth about getting down-to-business.”
OneOcean Wealth was named for the interconnected nature of local environments to individual wellbeing, with the overlay of national and international market knowledge. While they have expert capacity for investors with complex corporate financial portfolios, the majority of their clients are individuals, families, and business owners looking for expert knowledge, market access, financial security, and impeccable integrity.
Confident Financial Planning for Your Future
Stop by OneOcean Wealth’s new Parksville office, have a coffee, and meet their friendly staff. Ask about financial advice for short and long term investments, stocks and bonds, RRSPs and TFSAs, insurance solutions, or tax efficiency strategies. If you’ve thought about setting up a family legacy foundation or endowment fund, OneOcean Wealth’s advisors know exactly how to make your vision a reality. Give yourself financial peace-of-mind with a tailored investment approach this year.
