The Five Oceans Podcast
Welcome to The Five Oceans Podcast with hosts Marc Campbell and Chris Girbés from Five Oceans Advisors – a fee-only financial advisory firm serving Gen X and Gen Y Founders and C-Suite Entrepreneurs. Marc and Chris share the core beliefs that traditional wealth management is now a commodity and that clients deserve more from their financial advisors. As founders and entrepreneurs themselves, Marc and Chris have developed a new model for wealth management called Life Strategy™ — a proprietary system designed to teach clients how to connect the dots between money and happiness, with the ultimate goal of empowering them to be who they want to be in the world.
Episodes
Episode 5: Asset management is crucial for everyone, including business owners who want to pass on their assets to future generations.
From wills and business continuity plans to tax strategies, these are some aspects that we need to pay attention to when it comes to estate planning.
In this episode of the Exit Planning Too...
Episode 4: Navigating the complexities of tax compliance during a business exit is a critical aspect that demands careful attention.
What do we need to consider?
In this conversation of the Exit Planning Toolkit miniseries, Marc Campbell and Chris Girbés chat with Louis Hamel, Partner at HW LLP, about the tax considerations...
Episode 3: Embarking on the journey of selling your business can be exciting and daunting at the same time. Whether you’re a seasoned entrepreneur or a first-time seller, understanding the intricacies of the process is vital to a successful outcome.
In the first part of the Exit Planning Toolkit miniseries, Marc Campbell and Chris Girbés sit down with Davi...
Episode 2: In a world driven by financial success, it’s vital to work alongside professionals who prioritize more than just the bottom line.
In this episode, Marc Campbell and Chris Girbés talk about Gen X and Gen Y founders and C-suite entrepreneurs as their ideal clients while discussing how they serve them according to their unique processes.
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Episode 1: Welcome to the first episode of The Five Oceans Podcast: The Exit Planning Toolkit Miniseries with Marc Campbell and Chris Girbés, founders of Five Oceans Advisors!
In this inaugural episode, Marc and Chris unveil their beginnings in the financial world and the life experiences that have shaped them into who they are today. Additionally, they explain ...
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