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David Loncaric, B.A., Cfp, Clu, Cim Email & Phone Number

Financial Advisor at Ocean 6 Wealth Advisory Inc.
Location: Vancouver, British Columbia, Canada 2 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Ocean 6 Wealth Advisory Inc.
Role
Financial Advisor
Location
Vancouver, British Columbia, Canada
Company size
8 employees

Who is David Loncaric, B.A., Cfp, Clu, Cim? Overview

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David Loncaric, B.A., Cfp, Clu, Cim is listed as Financial Advisor at Ocean 6 Wealth Advisory Inc., a with 8 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for David Loncaric, B.A., Cfp, Clu, Cim.

David Loncaric, B.A., Cfp, Clu, Cim previously worked as Associate Consultant at Ig Wealth Management. David Loncaric, B.A., Cfp, Clu, Cim holds Associate Certificate, Financial Management And Financial Planning from British Columbia Institute Of Technology.

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Email format at Ocean 6 Wealth Advisory Inc.

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Ocean 6 Wealth Advisory Inc.

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Profile bio

About David Loncaric, B.A., Cfp, Clu, Cim

I have always had an interest in two very distinct studies, human psychology and numbers. These interests, coupled with a passion to help people, have led me to my career today.We help Canadian business owners, entrepreneurs, and incorporated professionals clarify and organize their financial futures.Understanding our client’s full financial picture and life goals, we come up with innovative strategies to reduce taxes, increase wealth, and plan for the efficient transfer of wealth from one generation to another.I began my journey into the world of financial planning with a BA in Psychology from Simon Fraser University and an Associates Certificate in Financial Management and Financial Planning from the BC Institute of Technology. I am a Certified Financial Planner® and hold the Chartered Life Underwriter (CLU) designation.My mission is to create life-changing financial plans for Canadian business owners, entrepreneurs, and incorporated professionals.

Current workplace

David Loncaric, B.A., Cfp, Clu, Cim's current company

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Ocean 6 Wealth Advisory Inc.
Ocean 6 Wealth Advisory Inc.
Financial Advisor
vancouver, british columbia, canada
Website
ocean6.ca
Employees
8
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Company profile
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2 roles

David Loncaric, B.A., Cfp, Clu, Cim work experience

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Financial Advisor

Current
Ocean 6 Wealth Advisory Inc.

Vancouver, British Columbia

At Ocean 6 Wealth Advisory we specialize in working with successful business owners, entrepreneurs and incorporated individuals to clarify and organize their financial futures.We are driven by the excitement of delivering innovative strategies that help our clients win. We pride ourselves in delivering high level financial plans with our client-first model.Our elite financial planning service, The Blueprint, creates a clear roadmap to financial freedom, and addresses in detail the following:• Financial planning & advice• Cash Flow Planning• Debt Management• Retirement Planning• Tax Planning• Investment Strategies• Estate Planning• Corporate Investing• Insurance Planning• Risk Management• Implementation of all the above.We make a profound difference to our clients by channeling our passion into our unique ideas and process, leading to your one-of-a-kind Blueprint.

Jul 2018 - Present
Team & coworkers

Colleagues at Ocean 6 Wealth Advisory Inc.

Other employees you can reach at ocean6.ca. View company contacts for 8 employees →

AD Andrea Delpech Andrea Delpech Colleague at Ocean 6 Wealth Advisory Inc.Vancouver, British Columbia, Canada View → JC Jaimin Cmh Mun Jaimin Cmh Mun Colleague at Ocean 6 Wealth Advisory Inc.Mumbai, Maharashtra, India View → WT Winnie Tan Winnie Tan Colleague at Ocean 6 Wealth Advisory Inc.Greater Vancouver Metropolitan Area, Canada View → HT Herry Tawata Herry Tawata Colleague at Ocean 6 Wealth Advisory Inc.Vancouver, British Columbia, Canada View → CK Cory Knott Cory Knott Colleague at Ocean 6 Wealth Advisory Inc.Greater Edmonton Metropolitan Area, Canada View → JG Jay Gangnes, Cfp, Clu, Ccs Jay Gangnes, Cfp, Clu, Ccs Colleague at Ocean 6 Wealth Advisory Inc.Vancouver, British Columbia, Canada View →
2 education records

David Loncaric, B.A., Cfp, Clu, Cim education

FAQ

Frequently asked questions about David Loncaric, B.A., Cfp, Clu, Cim

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What company does David Loncaric, B.A., Cfp, Clu, Cim work for?

David Loncaric, B.A., Cfp, Clu, Cim works for Ocean 6 Wealth Advisory Inc..

What is David Loncaric, B.A., Cfp, Clu, Cim's role at Ocean 6 Wealth Advisory Inc.?

David Loncaric, B.A., Cfp, Clu, Cim is listed as Financial Advisor at Ocean 6 Wealth Advisory Inc..

Where is David Loncaric, B.A., Cfp, Clu, Cim based?

David Loncaric, B.A., Cfp, Clu, Cim is based in Vancouver, British Columbia, Canada while working with Ocean 6 Wealth Advisory Inc..

What companies has David Loncaric, B.A., Cfp, Clu, Cim worked for?

David Loncaric, B.A., Cfp, Clu, Cim has worked for Ocean 6 Wealth Advisory Inc. and Ig Wealth Management.

Who are David Loncaric, B.A., Cfp, Clu, Cim's colleagues at Ocean 6 Wealth Advisory Inc.?

David Loncaric, B.A., Cfp, Clu, Cim's colleagues at Ocean 6 Wealth Advisory Inc. include Andrea Delpech, Jaimin Cmh Mun, Winnie Tan, Herry Tawata, and Cory Knott.

How can I contact David Loncaric, B.A., Cfp, Clu, Cim?

You can use AeroLeads to view verified contact signals for David Loncaric, B.A., Cfp, Clu, Cim at Ocean 6 Wealth Advisory Inc., including work email, phone, and LinkedIn data when available.

What schools did David Loncaric, B.A., Cfp, Clu, Cim attend?

David Loncaric, B.A., Cfp, Clu, Cim holds Associate Certificate, Financial Management And Financial Planning from British Columbia Institute Of Technology.

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