Business Details
19 Years
experience
Emergency
services
Your Trusted Financial Partner in Whistler, Canada
Since 2007, Ocean Sun Financial has been dedicated to serving individuals and businesses throughout the Sea to Sky corridor and beyond. Our team brings over 28 years of combined experience in the financial industry, specializing in insurance strategies, wealth management, and estate planning solutions tailored to meet the unique needs of our clients. We focus on strategic asset management driven by tax efficiency, comprehensive financial planning, and customized group benefits programs for both individuals and corporations.Our mission is to help clients achieve wealth accumulation and ensure their overall financial security through personalized service and expert advice. We take pride in offering strategies designed to protect and grow assets while maintaining transparency and a client-centric approach. At Ocean Sun Financial, your financial well-being is our priority, and we are committed to providing the expertise and support needed to navigate your financial journey successfully.
Services
Financial Planning
Insurance Strategies
Wealth Management
Group Benefits Programs
Travel Insurance
Details
- Year established: 2007
Highlights and features
- We have over 28 years of combined experience in the financial industry.
- We specialize in tax-efficient asset management and customized group benefits programs.
- Our team offers personalized service tailored to individual and corporate client needs.
- We provide flexible travel medical coverage with customizable high-risk activity options.
- Our financial planning includes comprehensive estate and succession strategies.
Associations and certifications
- Insurance Council of British Columbia
- Desjardins Financial Security Independent Network (DFSIN)
Services
Financial Planning
We provide comprehensive financial planning services tailored to individual and corporate needs. Our expertise includes tax-efficient asset management, estate planning, and succession strategies. With over 28 years of industry experience, we help clients achieve long-term financial security through personalized solutions.
Insurance Strategies
Our insurance services include life insurance, disability protection, and critical illness coverage. We design customized policies to safeguard clients' financial futures against unexpected events. Our team ensures competitive rates and comprehensive coverage options for both individuals and businesses.
Group Benefits Programs
We create flexible group benefits plans for businesses of all sizes, including extended health, dental, and modular flex options. Our solutions cater to executives and frontline staff while maintaining cost-effectiveness. We specialize in administrative services only (ASO) plans and spending accounts.
Wealth Management
Our wealth management services focus on strategic asset growth and preservation. We employ tax-efficient investment strategies tailored to clients' financial goals. With expertise in private corporation planning, we help maximize investment performance and estate planning opportunities for high-net-worth individuals.
Travel Insurance
We offer flexible emergency travel medical insurance with customizable options for high-risk activities. Our policies provide comprehensive coverage for both leisure and business travelers. The plans accommodate various durations and specific activity requirements for travelers leaving or visiting Canada.
People
Jody Wright
Financial Advisor
Jody Wright is a licensed mutual fund and insurance advisor with extensive experience in financial planning. He specializes in tax-efficient investment strategies and customized insurance solutions for individuals and corporations in Whistler and surrounding areas.
Questions
What services does Ocean Sun Financial offer?
We provide financial planning, insurance strategies, wealth management, group benefits programs, and travel insurance for individuals and businesses.
How do you tailor financial plans to individual needs?
Our advisors create customized solutions based on your specific financial goals, risk tolerance, and life circumstances through comprehensive consultations.
Are your insurance policies customizable?
Yes, we design personalized insurance packages with flexible coverage options for life, disability, critical illness, and travel-related risks.
Do you work with corporate clients?
We specialize in corporate financial planning, including group benefits programs, executive compensation strategies, and business succession planning.
What accreditations do you hold?
We are licensed by the Insurance Council of British Columbia and authorized to offer mutual funds through DFSIN.