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.
INDIVIDUAL
We offer a full spectrum of financial planning, including wealth management and estate planning, life insurance, disability protection and critical illness for all levels of your financial security.
CORPORATE
Find out how most Private Corporations can benefit from advanced strategies to optimize their performance and maximize their succession and estate planning opportunities.
Group
We build some of the most competitive benefits plans for all levels of your team. From core Health and Dental to Personal/Health Spending accounts, providing the best for your executive class to your front line.
TRAVEL
We offer some of the most flexible emergency travel medical coverage, with the ability to customize your activities for any high-risk sports or simple leisure time at the beach. Take the self navigated tour.