Our Process
Our Story
At 6 East Financial, our story begins with a simple belief: financial planning should be personal, purposeful, and backed by evidence—not guesswork.
Founded by a CFP® professional with a background in entrepreneurship and a passion for helping others, 6 East was built to offer something different. We’re not here to sell products. We’re here to build long-term partnerships grounded in trust, clarity, and results.
Over the years, we’ve helped Canadians navigate major life transitions—retirement, business exits, family legacies—with calm, confidence, and a clear plan.
We believe the best outcomes come from asking the right questions, listening carefully, and acting with discipline. That’s why our approach combines financial planning, investment management, and tax-smart strategies into one cohesive roadmap—custom-built for you.
Whether you're a business owner looking to step back, a couple preparing for retirement, or someone who just wants to make smarter choices with their money, we’re here to help.
This isn’t just our business. It’s our calling.
Step 1- Discover
We start by listening. What are your goals, your values, and your vision for the future? We gather the context that numbers alone can’t reveal.
Step 2- Design
With clarity in mind, we build a tailored plan rooted in evidence-based strategies. Every piece—retirement, business transition, tax, investments—fits your bigger picture.
Step 3- Implement
We put your plan into motion, coordinating investments, insurance, cash flow, and tax considerations. Execution is seamless and collaborative.
Step 4- Review & Adjust
As life evolves, so does your plan. We meet regularly to track progress, respond to changes, and keep your goals in focus.
Why It Works
At 6 East Financial, we believe better planning leads to better outcomes. But don’t just take our word for it. Canadians working with a Certified Financial Planner (CFP®) consistently report stronger financial confidence and peace of mind