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David Loncaric, B.A., Cfp, Clu, Cim is listed as Financial Advisor at Ocean 6 Wealth Advisory Inc., a company 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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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.
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Vancouver, British Columbia
Other employees you can reach at ocean6.ca. View company contacts for 8 employees →
Winnie Tan
Colleague at Ocean 6 Wealth Advisory Inc.Greater Vancouver Metropolitan Area, Canada
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Herry Tawata
Colleague at Ocean 6 Wealth Advisory Inc.Vancouver, British Columbia, Canada, Canada
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JC
Jaimin Cmh Mun
Colleague at Ocean 6 Wealth Advisory Inc.Mumbai, Maharashtra, India, India
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CK
Cory Knott
Colleague at Ocean 6 Wealth Advisory Inc.Greater Edmonton Metropolitan Area, Canada
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AD
Andrea Delpech
Colleague at Ocean 6 Wealth Advisory Inc.Vancouver, British Columbia, Canada, Canada
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Jay Gangnes, Cfp, Clu, Ccs
Colleague at Ocean 6 Wealth Advisory Inc.Vancouver, British Columbia, Canada, Canada
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Quick answers generated from the profile data available on this page.
David Loncaric, B.A., Cfp, Clu, Cim works for Ocean 6 Wealth Advisory Inc..
David Loncaric, B.A., Cfp, Clu, Cim is listed as Financial Advisor at Ocean 6 Wealth Advisory Inc..
David Loncaric, B.A., Cfp, Clu, Cim is based in Vancouver, British Columbia, Canada while working with Ocean 6 Wealth Advisory Inc..
David Loncaric, B.A., Cfp, Clu, Cim has worked for Ocean 6 Wealth Advisory Inc. and Ig Wealth Management.
David Loncaric, B.A., Cfp, Clu, Cim's colleagues at Ocean 6 Wealth Advisory Inc. include Winnie Tan, Herry Tawata, Jaimin Cmh Mun, Cory Knott, and Andrea Delpech.
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.
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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