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Originally established in 2006 as a Business Development Consultancy, Ocean eXchange was strategically restructured in 2008 into a Dynamic Business Model.

We are now proud to be the first organization known to be declared as an innovator in the emerging space of Responsible Financial Services.


The primary purpose of Ocean eXchange is to bring responsibility to the financial sector & to improve the way that business is conducted globally. We serve responsible entities & those that engage us in order to profit while adopting responsible practices as a top priority.


The vision is a united universe where the standard of living for all Beings always increases, where resources are harvested responsibly & shared equally. This is the development of a truly global organization - supported by 6.5 billion owners, partners, members & collaborators.


Our mission is to develop exceptional value for our global partners through tailored services rendered by a diverse group of effective units collaborating in synergy to create innovative strategies for profit while implementing responsible practices.




  • Sustainable Growth - Triple Bottom Line (People, Planet, Profit)
  • Evolving Responsibility - standards & certification
  • Relationship Centric Model - user generated & owned organization


  • Dynamic - constantly changing & adapting
  • Collaborative - involvement of all stakeholders
  • Complementary - coexistence instead of competition
  • Virtually Integrated - artificial & natural intelligence
  • Transparent - information sharing, "open door" policy
  • Sharing - not-for-profit, charity, community & global initiatives
  • Value driven - alternative performance & success measurement


Contact us to learn more about Ocean eXchange




  • Entrepreneurs - Leaders - Champions
  • United - Responsible - Accountable
  • Enlightened - Present - Positive


Our diverse team consists of world class talent that brings extensive global experience from successful involvement within several sectors.

Our top advisers are accredited with important designations including: CA, CFP, CHFC, CFA (Level 1), P.Eng. & CMA.

Registered with the Office of the Commissioner of Lobbying of Canada, our lobbyists are experienced in securing funds, tax credits & other incentives via provincial & federal government programs. 

We are driven, motivated & effective as the extension of your team when helping you profit while advancing your responsible agenda.



  • To perform up to the highest measure of competence, always
  • To take initiatives & risks
  • To adapt, embrace & initiate constant change
  • To always make strategic & informed decisions
  • To collaborate, cooperate & complement as a team
  • To be open with information & knowledge
  • To trust & be trustworthy
  • To respect all
  • To answer for our actions & accept responsibility
  • To reward & be rewarded on the basis of performance
  • To measure performance differently ie. present value vs. seniority
  • To strive for "Win - Win" in every situation



Please visit this website often as we are always making great changes to serve you better.

Better yet, let us know how you would improve this website, the message & the strategies employed at Ocean eXchange.


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