Ocean Sun Financial is a full-service investment & insurance brokerage offering wealth management and insurance solutions for individuals and corporations. We specialize in financial planning and tax strategies to help you achieve your financial goals in your individual and business endeavours. Our services include financial planning, wealth management, life insurance, disability protection, and critical illness coverage. We also offer group health and dental benefits, health spending accounts, and administrative services for businesses. Additionally, we provide emergency travel medical coverage and resources for individuals and families.

Rocky Mountain Finance is a dynamic investment firm that offers a personalized investment experience to its clients. We provide investment counsel and manage portfolios using in-depth analytical tools and boots-on-the-ground research. Our team of financial professionals is dedicated to delivering tremendous growth and building wealth for our clients. With our office located in Whistler, British Columbia, we cater to clients across the country. Our services include cash management solutions for high liquidity requirements, and we also assist clients in building tax-effective structures and making informed investment decisions.