With over a decade of experience, our dedicated team will help ensure that you receive all of your benefits!
Senior Managing Director
Eric has been helping individuals and families living with disability for over a decade. His story begins back in 2007 helping his friend Cuong Tran - a quadriplegic, uncover his disability benefits for him and his family that they didn’t know was assessable to him. From there began his journey to help and educate those living with a disability by providing an online platform where they can receive information and disability financial services catered to their specific needs. He has been featured in the Calgary Herald article, and works directly with wellsprings cancer community. His commitment and dedication to help those with disability is unlike any other. Book in your FREE consultation to speak directly to him today!
Disability Financial Advisor
Jesse is a certified financial planner with over 8 years of experience in the field. With over a 1000 clients in his book of business, he has a track record with a success. As a disability financial advisor that specialize with RDSP (registered disability savings plan) he is dedicated to help individuals and families going through financial hardship. His technique and financial strategies in leveraging benefits that you receive will set you on a path for a secure financial path. You can count on him for the quality of your future.
Nicole was an honorary graduate from The University of Calgary, with a designation in CA and CPA. She is extremely knowledgeable in the field of accounting, audit, and tax. With over 7 years of experience working for Ernest Young she has brought tremendous amount of great wealth to the team. We can rest assure that having Nicole work for you in uncovering your benefits, you will be receiving your maximum benefits that you are entitled too.
Altaz holds a Bachelor of Management Degree (Accounting and Finance Double Major, Social Responsibly as a Minor) as well has his CPA & CMA designation is a triple threat in accounting and financial industry. Not only is he aware of the social responsibility, but has put a strong effort forth in educating those that are in financial need with financial literacy. His very strong tax acumen will ensure that not one penny is left behind in your benefits. Did you also know that Altaz in a professional pianist in a band? There is nothing this guy can’t do!
Founder Of Blue Ocean Financial Strategies Inc.
What Clients Are Saying
“After 2 consecutive years of failed attempt to qualify my husband for the DTC on our own, we had become frustrated and not sure where to turn.
We are grateful for the referral to Blue Ocean. In just a few short months accomplished what we were not able to.
We can’t thank you enough for your eagerness and efforts to help us out.
“It was a pleasure working with Blue Ocean. Friendly, informative, and very professional. The helped us navigate the maze of paperwork and secure over $10,000 We will continue to work with Blue Ocean on our retirement planning and have recommended them to all of our friends and family that need support.
“We randomly found Blue Ocean through a google search and we were pleasantly surprised with their phenomenal work. The managed to help our family receive and uncover more money than we could ever do on our own. We highly recommend Blue Ocean to anyone that needs any disability benefits.
Uncover Upwards To
$40,000 in Disability Benefits Today!
Learn more about your eligible disability benefits!
By completing our “10 Qualifying Medical Questions” you will be on your way in uncovering your eligible disability benefits. Time is of an essence! Speak to one of our friendly team members book, a FREE consultation today!