Generated by All in One SEO v4.9.10, this is an llms.txt file, used by LLMs to index the site. # OceanFront Wealth Inc. ## Sitemaps - [XML Sitemap](https://oceanfrontwealth.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Resources](https://oceanfrontwealth.com/resources/) - Explore expert financial resources, investment insights, and planning tools on page 2 from OceanFront Wealth, serving Vancouver, BC. - [Read More: August 2026](https://oceanfrontwealth.com/market-comment/read-more-august-2026/) - Global activity remains resilient, helped by U.S. consumption and AI-related investment, but inflation risk has not fully disappeared. - [Read More: September 2026](https://oceanfrontwealth.com/market-comment/read-more-september-2026/) - On the trade rupture, Governor Macklem was specific: the newly tariffed products “represent about 5% of exports to the United States.” - [Read More: August 2025](https://oceanfrontwealth.com/market-comment/read-more-august-2025/) - U.S. Jobs Report Falls Short of Expectations: The August 1st U.S. jobs report showed non-farm payrolls rising by just 73,000, well below the expected 110,000. - [Read More: September 2025](https://oceanfrontwealth.com/market-comment/read-more-september-2025/) - Jackson Hole Shifts the Fed’s Focus At this year’s Jackson Hole conference, Fed Chair Jay Powell surprised markets with a clear change in tone. After months of prioritizing inflation, the Fed may now be turning its attention to the labour market - [Q4 2025: Chartbook Market Comment + Video Interview](https://oceanfrontwealth.com/market-comment/q4-2025-chartbook-market-comment-video-interview/) - Bank of Canada and the U.S. Federal Reserve cut policy rates by 25 basis points, a move that came despite stock markets hovering near all-time highs. - [Read More: November 2025](https://oceanfrontwealth.com/market-comment/read-more-november-2025/) - The Bank of Canada and U.S. Federal Reserve both delivered rate cuts, but diverging tones and talk of artificial intelligence, are shaping investor sentiment. - [Read More: December 2025](https://oceanfrontwealth.com/market-comment/read-more-december-2025/) - Recent market performance has raised questions about whether certain areas, particularly AI-related stocks, may be experiencing heightened optimism. - [Q1 2026: Chartbook Market Comment + Video Interview](https://oceanfrontwealth.com/market-comment/q1-2026-chartbook-market-comment-video-interview/) - 2025 was a very strong year for most investors: strong returns across stocks, solid performance in many asset classes, and plenty of headlines along the way. - [Read More: July 2026](https://oceanfrontwealth.com/market-comment/read-more-july-2026/) - The war involving Iran and the disruption to transit in the Strait of Hormuz have lifted energy prices and complicated central bank decision-making. - [Raising Financially Confident Children](https://oceanfrontwealth.com/blog/raising-financially-confident-children/) - The better lesson starts earlier. Not with a lecture. With small, repeated decisions that build strong savings and investing habits before the stakes are real. - [Read More: June 2026](https://oceanfrontwealth.com/market-comment/read-more-june-2026/) - Major AI companies continue to grow at an extraordinary pace. This growth underpins a historic IPO pipeline: SpaceX, OpenAI, Anthropic, and Databricks... - [Read More: May 2026](https://oceanfrontwealth.com/market-comment/read-more-may-2026/) - The dominant near-term risk is the Middle East conflict and the resulting disruption to energy flows through the Strait of Hormuz. - [Read More: March 2026](https://oceanfrontwealth.com/market-comment/read-more-march-2026/) - Global markets entered 2026 with a complex backdrop: resilient but slowing economic growth, elevated policy uncertainty... - [Read More: April 2026](https://oceanfrontwealth.com/market-comment/read-more-apr-2026/) - Global markets face an increasingly volatile backdrop as the conflict between the U.S., Israel, and Iran has escalated into a full-scale regional war. - [Read More: February 2026](https://oceanfrontwealth.com/market-comment/read-more-february-2026/) - How are geopolitics reshaping market volatility? 2026 began with geopolitics related volatility, as the World Economic Forum brought world leaders together. - [Read More: Spring 2026](https://oceanfrontwealth.com/newsletter/read-more-spring-2026/) - In this Spring 2026 edition of The OceanFront Navigator, we are proud to feature our clients. The theme that comes through is simple: family comes first. - [Read More: Spring 2025](https://oceanfrontwealth.com/newsletter/read-more-spring-2025/) - Their journey highlights how staying true to the values that lie at the core of who we are is paramount to a life well lived. - [Read More: June 2025](https://oceanfrontwealth.com/market-comment/read-more-june-2025/) - The Bank of Canada held its policy rate at 2.75% this week, signaling a cautious approach amid shifting global trade dynamics and cooling inflation. - [The Great Wealth Transfer](https://oceanfrontwealth.com/blog/the-great-wealth-transfer/) - Why a Comprehensive Estate Plan Matters More Than Ever : Canada is about to experience one of the largest wealth transfers in its history. - [Q2 2025: Chartbook Market Comment + Video Interview](https://oceanfrontwealth.com/market-comment/q2-2025-chartbook-market-comment-video-interview/) - The Bank of Canada and the Federal Reserve recently made significant moves with their interest rates, but that’s just the beginning. - [Q3 2025: Chartbook Market Comment + Video Interview](https://oceanfrontwealth.com/market-comment/q3-2025-chartbook-market-comment-video-interview/) - Despite a dramatic turn of events in the Middle East, marked by a U.S. strike on Iranian nuclear facilities, markets have shown surprising resilience. - [Read More: May 2025](https://oceanfrontwealth.com/market-comment/read-more-may-2025/) - Volatility, Uncertainty, and a New Political Landscape Markets were anything but quiet in April. A flurry of shifting trade policies drove significant volatility, with the S&P 500 swinging more than 21% before recovering. The Bank of Canada held rates steady, but its messaging emphasized one theme above all: uncertainty. Amid this backdrop, Mark Carney’s election - [Mortgage Renewal Strategy](https://oceanfrontwealth.com/blog/mortgage-renewal-strategy/) - Why a Comprehensive Estate Plan Matters More Than Ever Canada is about to experience one of the largest wealth transfers in its history. Over the next 20 years, between $1 trillion and $2 trillion - [Read More: Fall 2025](https://oceanfrontwealth.com/newsletter/read-more-fall-2025-southward/) - NAVIGATOR | FALL 2025 A Life Rooted in Family and Inspired by Growth In this Fall 2025 edition of OceanFront Navigator, we are proud to feature our clients Carla and Scott Southward. Their journey together is proof that growth doesn’t have to come at the - [Financial Planning Is Emotional…](https://oceanfrontwealth.com/blog/emotional-financial-planning/) - When people think about financial planning, they often picture spreadsheets, investment returns, and tax strategies. But what we’ve learned at OceanFront Wealth—time and time again—is that true financial planning starts somewhere much deeper. - [Maximize Your Retirement Savings](https://oceanfrontwealth.com/blog/maximize-your-retirement-savings/) - OCEANFRONT BLOG Maximize Your Retirement Savings: The Power of Individual Pension Plans (IPPs) For business owners and incorporated professionals, securing a financially stable retirement requires more than the typical savings options. Individual Pension Plans (IPPs) offer a strategic solution to significantly enhance your retirement income while leveraging tax advantages. What Is an IPP? An Individual - [Read More: Winter 2023](https://oceanfrontwealth.com/newsletter/read-more-winter-2023/) - NAVIGATOR | Winter 2023 Client Story + Team Spotlight In this issue, we follow Ian & Catharine Wood’s inspiring path to a fulfilling retirement—and get to know Wealth Administrator Inaara Peermohamed as she shares what drives her and how she stayed grounded over the winter break. Catch it all in The Navigator. Click on the - [The Personal Journey of Shane McMahon in Vancouver, BC](https://oceanfrontwealth.com/newsletter/read-more-summer-2023/) - Founding partner Shane McMahon shares his journey rooted in family and freedom at Oceanfront Wealth. Learn how values shape financial success. - [Janet Wood’s Inspiring Transition Story in Vancouver, BC](https://oceanfrontwealth.com/newsletter/read-more-spring-2024/) - Janet Wood shares her unique story of becoming a tech industry leader and achieving a secure retirement in Vancouver, BC, with support from Oceanfront Wealth. - [Inspiring Retirement Journey of Dr. Sowden and Dr. Santos in Vancouver, BC](https://oceanfrontwealth.com/newsletter/read-more-spring-2023/) - Doctors David Sowden and Lori Santos share their inspiring path to a financially secure retirement in Vancouver, BC, with guidance from Oceanfront Wealth. - [Danny and Janie’s Path to Adventure & Security in Vancouver, BC](https://oceanfrontwealth.com/newsletter/read-more-fall-2023/) - Clients Danny Fedder & Janie Venis share their unique journey toward a rewarding, secure, and intrepid retirement with Oceanfront Wealth in Vancouver, BC. - [Read More: Fall 2022](https://oceanfrontwealth.com/newsletter/read-more-fall-2022/) - NAVIGATOR | Fall 2022 Inspiring Journeys, On and Off the Clock In this edition, we share Mark and Susan Neale’s path to a joyful retirement, take a peek into Kris Jantsch’s West Coast adventures, and spotlight Cassidy Boult’s role at OceanFront, and how she finds balance beyond the office. Discover it all in The Navigator. - [Read More: Fall 2021](https://oceanfrontwealth.com/newsletter/read-more-fall-2021/) - NAVIGATOR | Fall 2021 A New Chapter Begins… This fall, OceanFront is turning the page – with a new license, a new custodian, and even greater independence to serve you better. Click on the image below to read the full newsletter. Connect with Us If you have any questions or would like to - [Read More: October 7, 2021](https://oceanfrontwealth.com/market-comment/read-more-october-7-2021/) - CHARTBOOK | Market Comment | October 7, 2021 Click on the image below to read the full Chartbook. - [Read More: November 2024](https://oceanfrontwealth.com/market-comment/read-more-november-2024/) - Bank of Canada Cuts Rates Amid Slowdown as U.S. Dollar Strengthens Introducing the November 2024 edition of our Chartbook Market Comment slides. In October, the Bank of Canada cut its rate by 50 basis points to 3.75% due to slowing growth and 1.6% inflation. Though cuts may continue, the rate remains restrictive, with expectations to - [Read More: March 2025](https://oceanfrontwealth.com/market-comment/read-more-march-2025/) - Trump, Trade Wars & Market Resilience February saw the return of the Trump-driven news cycle, with threats of tariffs, potential annexations, and even renaming large bodies of water dominating the headlines. While markets seem less reactive to these bold claims than before, uncertainty remains—especially with Canada’s weak GDP growth and ongoing rate cuts. So, what - [Read More: December 7, 2023](https://oceanfrontwealth.com/market-comment/read-more-december-7-2023/) - Read our December 7, 2023 market update with expert analysis on recent financial trends affecting Vancouver, BC. - [Watch Video: October 5, 2023](https://oceanfrontwealth.com/market-comment/market-outlook/watch-video-october-5-2023/) - CHARTBOOK | Market Outlook: Click on the image to watch the full video. - [The Blamey Family’s Move to Financial Independence in Vancouver, BC](https://oceanfrontwealth.com/newsletter/read-more-spring-2022/) - Brian and Rose Blamey share their move to financial freedom, team bonding moments, and the joy of reconnecting at Oceanfront Wealth in Vancouver, BC. - [A Journey of Core Values by Richard and Michelle in Vancouver, BC](https://oceanfrontwealth.com/newsletter/read-more-summer-2024/) - Clients Richard Polanski and Michelle Goodwin share how values guide their meaningful journey with Oceanfront Wealth. Read their inspiring story. - [Read More: February 2024](https://oceanfrontwealth.com/market-comment/read-more-february-2024/) - Review the February 2024 financial market highlights and trends impacting investors on Vancouver Island, BC. - [Read More: November 4, 2021](https://oceanfrontwealth.com/market-comment/read-more-november-4-2021/) - CHARTBOOK | Market Comment | November 4, 2021 Click on the image below to read the full Chartbook. - [Read More: Summer 2022](https://oceanfrontwealth.com/newsletter/read-more-summer-2022/) - NAVIGATOR | Summer 2022 Wellness in Action In this edition, we share Maurice and Vicki Richardson’s inspiring journey to a fulfilling retirement, plus a look at how our team embraced Professional Wellness Month, with a royal-worthy potluck and a month of mindful, feel-good routines. Read more in The Navigator. Click on the image below to - [Read More: Winter 2021](https://oceanfrontwealth.com/newsletter/read-more-winter-2021/) - NAVIGATOR | Winter 2021 A Season of Milestones – Featuring the Turners’ Retirement Journey In this Winter edition of OceanFront Navigator, we’re proud to feature clients Bill and Jennifer Turner. After raising their family in Calgary, they began building their dream home in Courtenay, BC in 2006 and made the move permanent in 2010. Jennifer - [Read More: February 2025](https://oceanfrontwealth.com/market-comment/read-more-february-2025/) - Market Volatility Returns: How Trump’s Policies and Rate Cuts Are Shaping the Economy Donald Trump’s return to the White House has reignited market turbulence, with social media posts once again moving trillions in value. The launch (and sudden pause) of a trade war with Canada and Mexico has left investors on edge, while the Bank - [The Seasons of Planning](https://oceanfrontwealth.com/blog/the-seasons-of-planning/) - OCEANFRONT BLOG The Seasons of Planning: Fall as a Time for Philanthropy and Family Legacy As the leaves begin to change and the air grows crisper, the shift from summer to fall serves as a natural reminder of the importance of planning for different seasons in our lives. Just as we adjust our wardrobes and - [Q1 2024: Chartbook Market Comment + Video Interview](https://oceanfrontwealth.com/market-comment/chartbook-january-11-2023/) - Browse key charts and market data from January 2023 offering financial insights for British Columbia investors. - [Read More: June 2024](https://oceanfrontwealth.com/market-comment/read-more-june-2024/) - Bank of Canada Leads G7 with Rate Cut Amid Cooling Economy Introducing the June 2024 edition of our Chartbook Market Comment slides. On Wednesday, the Bank of Canada cut its policy interest rate by 25 basis points to 4.75% due to sluggish GDP data and cooling inflation, becoming the first G7 nation to do so - [Read More: August 2024](https://oceanfrontwealth.com/market-comment/read-more-august-2024/) - Explore the Bank of Canada's Latest Interest Rate Cut and Its Potential Impact on Canadian Mortgage Holders Introducing the August 2024 edition of our Chartbook Market Comment slides. Last week, the Bank of Canada announced a 25 basis point cut to its overnight policy interest rate, bringing it down to 4.5%. The Bank highlighted that - [Read More: September 2024](https://oceanfrontwealth.com/market-comment/read-more-september-2024/) - Bank of Canada Cuts Rates Again as Inflation Declines Introducing the September 2024 edition of our Chartbook Market Comment slides. The Bank of Canada has reduced its policy overnight rate by 25 basis points to 4.25%, marking a continued decline from the peak of 5.0% earlier this year. With inflation now within the Bank’s target - [Read More: December 2024](https://oceanfrontwealth.com/market-comment/read-more-december-2024/) - Markets Surge Amid Post-Election Optimism, Trade Tensions Mount Introducing the December 2024 edition of our Chartbook Market Comment slides. Global markets hit record highs post-election, but Trump’s tariff threats signal potential trade volatility. The Bank of Canada faces a tough rate decision as a weak dollar and US capital shifts complicate policy. Looming trade disputes - [Q3 2024: Chartbook Market Comment + Video Interview](https://oceanfrontwealth.com/market-comment/chartbook-july-9-2024/) -  What Lies Ahead: July 2024 As we move into the third quarter of 2024, we're pleased to present the July 2024 edition of our Chartbook Market Outlook video and accompanying Chartbook Market Comment slides, featuring Scott Keast, CFP®, CIM, and Shane McMahon, CFP®, CIM – two of our Partners & Portfolio Managers at OceanFront - [Q4 2024: Chartbook Market Comment + Video Interview](https://oceanfrontwealth.com/market-comment/q4-2024-chartbook-market-comment-video-interview/) - Fed's Rate Cut and Its Impact on US and Canadian Economies: October 2024 As we transition into the fourth quarter of 2024, we're pleased to present the October 2024 edition of our Chartbook Market Outlook video and accompanying Chartbook Market Comment slides, featuring Scott Keast, CFP®, CIM, and Shane McMahon, CFP®, CIM – two of - [Q1 2025: Chartbook Market Comment + Video Interview](https://oceanfrontwealth.com/market-comment/q1-2025-chartbook-market-comment-video-interview/) - 2024 in Review: A Stellar Year for Investors and What’s Next 2024 offered valuable insights for investors, with declining interest rates, steady earnings growth, and strong economic performance in developed markets, particularly the U.S. Despite concerns about inflation and election uncertainties, markets posted significant gains. However, the year also underscored the unpredictable nature of annual - [Read More: March 2024](https://oceanfrontwealth.com/market-comment/read-more-march-2024/) - Artificial Intelligence, what does this mean for investors? Introducing the March 2024 edition of our Chartbook Market Comment slides. A major theme in markets lately has been Artificial Intelligence. Companies like Open AI with their product ChatGPT have been all over the news. What does this mean for investors? It’s unclear what the long-term impact - [Read More: May 2024](https://oceanfrontwealth.com/market-comment/read-more-may-2024/) - Inflation Battle Continues: Central Banks Hold Steady as Tax Changes Loom Introducing the May 2024 edition of our Chartbook Market Comment slides. The battle against inflation continues, as central banks anticipated rate cuts to follow its decline. However, stubborn inflation has led the Bank of Canada and Federal Reserve to maintain high policy interest rates - [Read More: October 6, 2022](https://oceanfrontwealth.com/market-comment/read-more-october-6-2022/) - CHARTBOOK | Market Comment | October 6, 2022 Click on the image below to read the full Chartbook. - [Read More: November 3, 2022](https://oceanfrontwealth.com/market-comment/read-more-november-3-2022/) - CHARTBOOK | Market Comment | November 3, 2022 Click on the image below to read the full Chartbook. - [Read More: April 2024](https://oceanfrontwealth.com/market-comment/read-more-april-2024/) - Strong Performance Amidst Bond Disruption and Anticipation of Rate Cuts Introducing the April 2024 edition of our Chartbook Market Comment slides. Global market performance was generally strong and broad in the first quarter of 2024, with bonds being a notable exception. Stock markets generally performed well, as did alternative assets like gold and cryptocurrency. GDP - [Read More: August 3, 2023](https://oceanfrontwealth.com/market-comment/read-more-august-3-2023/) - CHARTBOOK | Market Comment | August 3, 2023 Click on the image below to read the full Chartbook. - [Read More: September 7, 2023](https://oceanfrontwealth.com/market-comment/read-more-september-7-2023/) - CHARTBOOK | Market Comment | September 7, 2023 Click on the image below to read the full Chartbook. - [Read More: October 5, 2023](https://oceanfrontwealth.com/market-comment/read-more-october-5-2023/) - CHARTBOOK | Market Comment: In September, the Bank of Canada announced no change to its policy interest rate, leaving it at 5%. The bank noted that inflation has come down, but core inflation (which excludes food and energy) remains elevated. Global growth has largely slowed other than in the US, which saw strong GDP growth - [Read More: November 2, 2023](https://oceanfrontwealth.com/market-comment/read-more-november-2-2023/) - CHARTBOOK | Market Comment: In October, the Bank of Canada again left its policy interest rate unchanged at 5.0%. There has been no change to the rate since the Bank last increased it in July. In recent statements from the meeting and in testimony to parliament, Bank of Canada Governor Tiff Macklem explained the rationale - [Read More: June 1, 2023](https://oceanfrontwealth.com/market-comment/read-more-june-1-2023/) - CHARTBOOK | Market Comment | June 1, 2023 Click on the image above to read the full Chartbook. - [Read More: July 6, 2023](https://oceanfrontwealth.com/market-comment/read-more-july-6-2023/) - CHARTBOOK | Market Comment | July 6, 2023 Click on the image below to read the full Chartbook. - [Read More: May 4, 2023](https://oceanfrontwealth.com/market-comment/read-more-may-4-2023/) - CHARTBOOK | Market Comment | May 4, 2023 Click on the image below to read the full Chartbook. - [Read More: April 13, 2023](https://oceanfrontwealth.com/market-comment/read-more-april-13-2023/) - CHARTBOOK | Market Comment | April 13, 2023 Click on the image below to read the full Chartbook. - [Watch Video: April 13, 2023](https://oceanfrontwealth.com/market-comment/market-outlook/watch-video-april-13-2023/) - CHARTBOOK | Market Outlook | April 13, 2023 Click on the image below to watch the full video. - [Read More: March 2, 2023](https://oceanfrontwealth.com/market-comment/read-more-march-2-2023/) - CHARTBOOK | Market Comment | March 2, 2023 Click on the image below to read the full Chartbook. - [Read More: February 2, 2023](https://oceanfrontwealth.com/market-comment/read-more-february-2-2023/) - CHARTBOOK | Market Comment | February 2, 2023 Click on the image below to read the full Chartbook. - [Read More: January 6, 2023](https://oceanfrontwealth.com/market-comment/read-more-january-6-2023/) - CHARTBOOK | Market Comment | January 6, 2023 Click on the image below to read the full Chartbook. - [Watch Video: January 6, 2023](https://oceanfrontwealth.com/market-comment/market-outlook/watch-video-january-6-2023/) - CHARTBOOK | Market Outlook | January 6, 2023 Click on the image below to watch the full video. - [Read More: December 8, 2022](https://oceanfrontwealth.com/market-comment/read-more-december-8-2022/) - CHARTBOOK | Market Comment | December 8, 2022 Click on the image below to read the full Chartbook. - [Watch Video: October 6, 2022](https://oceanfrontwealth.com/market-comment/market-outlook/watch-video-october-6-2022/) - CHARTBOOK | Market Outlook | October 6, 2022 Click on the image below to watch the full video. - [Watch Video: October 7, 2021](https://oceanfrontwealth.com/market-comment/market-outlook/watch-video-october-7-2021/) - CHARTBOOK | Market Outlook | October 7, 2021 Click on the image below to watch the full video. - [Read More: July 7, 2022](https://oceanfrontwealth.com/market-comment/read-more-july-7-2022/) - CHARTBOOK | Market Comment | July 7, 2022 Click on the image below to read the full Chartbook. - [Read More: June 6, 2022](https://oceanfrontwealth.com/market-comment/read-more-june-6-2022/) - CHARTBOOK | Market Comment | June 6, 2022 Click on the image below to read the full Chartbook. - [Read More: August 4, 2022](https://oceanfrontwealth.com/market-comment/read-more-august-4-2022/) - CHARTBOOK | Market Comment | August 4, 2022 Click on the image below to read the full Chartbook. - [Read More: September 8, 2022](https://oceanfrontwealth.com/market-comment/read-more-september-8-2022/) - CHARTBOOK | Market Comment | September 8, 2022 Click on the image below to read the full Chartbook. - [Watch Video: January 12, 2022](https://oceanfrontwealth.com/market-comment/market-outlook/watch-more-january12-2022/) - CHARTBOOK | Market Outlook | January 12, 2022 Click on the image below to watch the full video. - [Watch Video: April 14, 2022](https://oceanfrontwealth.com/market-comment/market-outlook/watch-video-april-14-2022/) - CHARTBOOK | Market Outlook | April 14, 2022 Click on the image below to watch the full video. - [Watch Video: July 21, 2022](https://oceanfrontwealth.com/market-comment/market-outlook/watch-video-july-21-2022/) - CHARTBOOK | Market Outlook | July 21, 2022 Click on the image below to watch the full video. - [Read More: May 5, 2022](https://oceanfrontwealth.com/market-comment/read-more-may-5-2022/) - CHARTBOOK | Market Comment | May 5, 2022 Click on the image below to read the full Chartbook. - [Read More: April 7, 2022](https://oceanfrontwealth.com/market-comment/read-more-april-7-2022/) - CHARTBOOK | Market Comment | April 7, 2022 Click on the image below to read the full Chartbook. - [Read More: March 3, 2022](https://oceanfrontwealth.com/market-comment/read-more-march-3-2022/) - CHARTBOOK | Market Comment | March 3, 2022 Click on the image below to read the full Chartbook. - [Read More: February 3, 2022](https://oceanfrontwealth.com/market-comment/read-more-february-3-2022/) - CHARTBOOK | Market Comment | February 3, 2022 Click on the image below to read the full Chartbook. - [Read More: January 6, 2022](https://oceanfrontwealth.com/market-comment/read-more-january-6-2022/) - CHARTBOOK | Market Comment | January 6, 2022 Click on the image below to read the full Chartbook. - [Read More: December 2, 2021](https://oceanfrontwealth.com/market-comment/read-more-december-2-2021/) - CHARTBOOK | Market Comment | December 2, 2021 Click on the image below to read the full Chartbook. ## Pages - 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To help you prepare, please watch this 3-minute video to help you navigate the onboarding process. What to Expect? All content, including text, images, graphics, - [Client Survey](https://oceanfrontwealth.com/discovery/) - Values Discovery “Personal values are the measuring sticks by which we determine what is a successful and meaningful life.” We are committed to ensuring that your life’s journey aligns seamlessly with your personal values and aspirations. To facilitate this process effectively, we’d like to invite you to participate in a confidential values-based survey. Begin Exercise - [Define Your Values](https://oceanfrontwealth.com/define-values/) - Define Your ValuesNow that you have identified what your top five values are, let’s establish your personal definition for those values. Defining our values allows us to better understand what is truly important to us, giving us an easier path to aligning values to goals.Please enable JavaScript in your browser to complete this form.Please enable - [Portal Set-up](https://oceanfrontwealth.com/portal-set-up/) - CLIENT PORTAL SET-UP Access all of your client information in one spot! Click Here for the Set-Up Guide Having trouble? email us at info@oceanfrontwealth.com - [Custodian Fees](https://oceanfrontwealth.com/custodian-fees/) - CUSTODIAN ADMINISTRATION FEES The following fees may be charged to clients’ accounts, including without limitation: GST, PST and HST. Clearing, Settlement and Custodial Fees: Certificate Registration $20.00 + Pass-Through Certificate Deposit per item as defined by CDS $20.00 + Pass-Through Certificate Withdrawal $50.00 + Pass-Through Rush Certificate – Deposit/Withdrawal $200.00 + Pass-Through Transfer agent fees - [CHARTBOOK OceanFront Wealth](https://oceanfrontwealth.com/chartbook-oceanfront-wealth/) - CHARTBOOK Market Comment February 5, 2021 - please click image below to view. ## Authors - [OceanFront Wealth Inc.](https://oceanfrontwealth.com/dfd-author/oceanfront-wealth/) ## Categories - [CHARTBOOK Market Comment](https://oceanfrontwealth.com/category/market-comment/) - [Newsletter](https://oceanfrontwealth.com/category/newsletter/) - [CHARTBOOK Market Outlook](https://oceanfrontwealth.com/category/market-comment/market-outlook/) - [Video](https://oceanfrontwealth.com/category/market-comment/market-outlook/video/) - [Blog](https://oceanfrontwealth.com/category/blog/) ## Tags - [Chartbook](https://oceanfrontwealth.com/tag/chartbook/)