Optimize wealth, Protect your most valuable assets & Make the most out of your money

 

“I can focus on working while knowing that things are taken care of”

Aubrey Bonnah-Vink

Hair Salon Owner

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“They were educational and informative. I felt empowered to make the right decision for myself because everything was explained well and at no point did I feel pushed or rushed”

Kristopher Bertrand

Millwright

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“It feels good to know that I’m doing something better, that I’m a step ahead of the conventional stuff”

James Durante

Director, Corporate Challenge Canada

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“The great part about investing is that it has made both us more conscious about how we spend because now we see the value of money differently.”

Vincent Ma and Monique Lam

Read Vincent and Monique’s Story

“Lorenzo had a different approach, first educate and inform, he took his time to explain and didn’t use any pushy sales tactics, and was always available for to answer any questions. This is felt empowering because I need to make the right decisions for myself, my financial stability and also my family.”

Jonathon Porter

IT Solutions Consultant

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“I’ve heard it from others before, but hearing it from Lorenzo helped me understand because he kept it in simple terms. I would’ve done it sooner if I would’ve known about it earlier!”

Phil Gurat

Business Consultant

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“I was also impressed with their knowledge and communication when it comes to products, and their service was great. I’ve already recommended these guys to my friends and will continue to do so in the future!”

Michael and Michelle Villafuerte

Read Michael and Michelle’s Story

Services

Families
Professionals
Business

Why OCW?

Relationships

We measure the success of our team with the strength of our relationships, which is also why we host social events for friends and client. We aim to create a friendly and approachable environment where you can feel safe and confident.

Simplicity

We get it, the financial world is complicated. How can you make your most important decisions if you’re lost? We break down your options and support you every step of the way.

Education

It’s just as important to us as it is for you to help you understand how things work. Informed decisions are the best decisions.