You want peace of mind and understand and appreciate the importance of financial planning and partnering with a professional to help you get there. For those times when you wonder if you’re doing everything you can to optimize your success, OceanFront Wealth is here to provide you with peace of mind.
Client Testimonials
My family has been with OceanFront for decades, and I highly recommend this company. Top-notch service, an incredible level of knowledge, great support, and clear communication mean that I do not have to worry about the financial security of my family. OceanFront asks the right questions, provides guidance every step of the way, and I trust the team completely. I cannot recommend them highly enough!
Jennifer Tyldesley
I have been working with Bruce and his team for over 20 years. From the start I found it incredibly helpful to do in-depth planning on when I wanted to retire, the funds I would need to retire the way I wanted to, and a clear path on how to get there. Not having a pension to rely on, I appreciated having Bruce and team work with me to help me achieve my financial goals. The team is always helpful, responsive, and friendly. Highly recommend them to anyone who is looking to ensure you achieve the retirement of your dreams.
Janet Wood
Retired Tech Executive
Bruce and his team have been our financial advisors for over 20 years. They have been invaluable in achieving our retirement goals. Bruce is knowledgeable, honest and advised us on the pertinent steps as our financial health changed from 1998 to the present time. His team is very prompt in responding to our queries.
Dr. Mukesh Chhanabhai
Retired General Pathologist
I've dealt with Bruce Lindsay for over 20 years. He's been a trusted partner in my Family planning and I'm grateful to have worked with such an honest person. I can always count on the team at OceanFront to give me reliable and timely information. They've made changes over the years to improve service, reduce costs and most importantly enhance returns. Making a decision on a financial planner is a not easy. You will be more than satisfied with OceanFront!
Paul Smeltzer
President, Gibraltar Construction
2024 marks our 20th year of working with Shane and his team. They are people focused, communicate effectively and often. They have our total trust and confidence. Highly recommend.
Pauline Spindor
Our priority is YOU
FAMILY STEWARD
You are your Chief Family Officer, and your primary goal is to ensure the well-being of your loved ones. You are interested in comprehensive, multi-generational planning that provides financial security for yourself and those you care about. You have worked hard to achieve your wealth, finding value in strategies that continue to grow your assets and protect them for future generations.
ACCUMULATOR
You are focused on accumulating wealth to provide future security. You build your wealth modestly and quietly. As an Accumulator, you are motivated by achieving personal and financial goals and exploring opportunities with long-term potential. You find value in detailed reviews of your current financial position and progress as they provide Peace of Mind™.
INDEPENDENT
You equate wealth to freedom of choice. Personal financial independence is the focus of your planning. You would like to make career choices based on personal enjoyment and not a financial requirement. You view wealth as an instrument that will allow you to choose your own daily activities and ensure you can create and maintain this flexibility.
The reviews and testimonials displayed on this website represent the personal experiences and opinions of individual clients. These reviews may not reflect the experiences of all clients and are not indicative of future performance or success. Individual results may vary. No compensation or incentive has been provided in exchange for these reviews unless explicitly stated. Reviews may have been sourced from third-party platforms, and while they are believed to be genuine, they should not be considered as guarantees of the services provided by OceanFront Wealth Inc. and/or its affiliates 1.
1 Lindsay Insurance and Financial Planning (“OFW”)
Lindsay Insurance and Financial Planning, a subsidiary of OceanFront Wealth Inc. (“OFWI”), operates under the trade name OceanFront Wealth (“OFW”). OFW is a licensed insurance agency authorized to offer insurance products and services across Canada. All insurance, products and services are offered through licensed advisors.
1 OceanFront Investment Counsel Inc. (“OFIC”)
OFIC is a subsidiary of OFWI. OFIC is registered as a Portfolio Manager in B.C., Alberta, Manitoba, and Ontario and as an Investment Fund Manager in B.C. and Alberta. OFIC and its registrants offer discretionary portfolio management services.
Address: 1055 W Georgia – Suite 2772
Vancouver BC, V6E 4N3
Phone: 604.684.2200
Email: info@oceanfrontwealth.com
©2025 OceanFront Wealth Inc.
