Whistler Group Benefits

Our Vision

Ocean Sun Financial empowers individuals and families to achieve financial security and peace of mind through personalized wealth management and insurance solutions.

Who We Are

Led by experienced professionals, Ocean Sun Financial is a full-service investment and insurance brokerage in Whistler, British Columbia. We specialize in crafting customized financial plans and risk management strategies to meet your unique needs and goals.

Individual

• Wealth Management: Comprehensive portfolio management and investment planning to secure your financial future.
• Estate Planning: Creating tailored plans to ensure your assets are protected and distributed according to your wishes.
• Life Insurance: Choose from various policies to safeguard your family and loved ones in the event of your passing.
• Disability Protection: Secure a safety net against income loss due to illness or injury.
• Critical Illness: Receive a lump-sum payment to cover expenses and focus on recovery in the face of a life-threatening illness.

Corporate

• Group Benefits: Design and implement robust healthcare and insurance plans for your employees.
• Succession & Estate Planning: Maximize the value of your business through tailored strategies.
• Performance Optimization: Optimize your operations and enhance your bottom line through tailored financial solutions.

Our Approach

We believe in building long-lasting relationships with our clients based on trust, communication, and personalized attention. We take the time to understand your unique goals, concerns, and financial circumstances to tailor a plan that suits your specific needs.

Our Commitment

At Ocean Sun Financial, we are dedicated to providing our clients with:

• Personalized attention: A dedicated financial advisor will work with you every step of the way.
• Transparency: We provide clear and concise information about your financial plan and progress.
• Communication: We prioritize open and regular communication to ensure your needs are met.
• Expertise: Our team consists of experienced professionals with extensive knowledge in wealth management and insurance.

Our Values

• Client-centricity
• Integrity
• Professionalism
• Transparency
• Sustainability