Ocean Sun Financial is a full-service investment and insurance brokerage, delivering tailored financial solutions for individuals and businesses. We specialize in strategic asset management driven by tax efficiency, comprehensive financial planning, and customized group benefits programs.

GROUP plans

We design flexible, cost-effective group plans—from Extended Health & Dental to Modular Flex, ASO, and Spending Accounts—tailored for executives to front-line staff.

Life Insurance, Disability Insurance, Critical Illness Insurance

INDIVIDUAL

We offer a full spectrum of financial planning, including wealth management and estate planning, life insurance, disability protection and critical illness for all aspects of your financial security.

CORPORATE

Discover how private corporations can leverage advanced Tax and Investment strategies to improve performance and unlock greater opportunities in succession and estate planning

TRAVEL

We offer some of the most flexible emergency travel medical coverage, with the ability to customize your activities for any high-risk sports or simple leisure time at the beach.