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OceanFront Investment Counsel Inc.

Address

1055 W Georgia
Suite 2772
Vancouver, British Columbia V6E 4N3
(604) 684 - 2200
info@oceanfrontwealth.com
www.oceanfrontwealth.com/

Principal Contacts

Client Minimums

Has no minimum for private clients.

Has no minimum for institutional clients.

Types of Accounts Managed

  • Private Individual / Investor

Provinces of Business

  • Alberta
  • British Columbia*

* indicates a physical location in this province

About Us

Our primary focus is understanding you. We specialize in independent, personalized advice defined by what is most important to you. We provide the clients and families we work with peace of mind, allowing them the time to pursue their own Return On Life. We are different, on purpose.

  • Discretionary Portfolio Management: the Portfolio Manager registration category is subject to the highest Canadian regulatory standard for education and experience compared to other types of advisors. As fiduciaries, Portfolio Managers are bound by a legal obligation to act in your best interest.
  • Process Driven: our investment process follows a rules-based approach that is integrated with your Wealth Map. Our objective is to achieve or exceed the rate of return assumed in your plan to help you achieve your family’s life goals.
  • Risk Management: management of risk within the scope of your objectives is a key element of any investment strategy. We use several methods and tools to evaluate and manage the risks of our model portfolios, including the use of diversification to structure a portfolio of asset classes with complementary features, a systematic sell strategy for our actively managed equity strategies, and ongoing review of the global investment environment to evaluate portfolio positioning.