In some cases, in order to complete your insurance pre-screening process, a paramedical may be sent to complete a blood and urine test. While we understand that the word âparamedicalâ may have some negative connotations, the truth is that the process is relatively innocuous, simple and no cause for concern. In most cases, the paramedicals will even visit you are your home or office, making the process as pragmatic and convenient as possible.
Marco Faccone CPA, CA, CFP
Independent Insurance Broker
Personal Insurance Planning
I can help you with your financial and estate planning needs to ensure your loved ones are cared for today and in the future.
Corporate Insurance Planning
It's the kind of preferential treatment you want. Life insurance that benefits both you and your business. Life insurance can protect...
I recommend a portfolio of segregated funds and/or insurance annuities to meet your investment and retirement needs...
Fee-Based Financial Planning
Rather than taking commissions, fully disclosed fees paid by clients eliminates bias. This allows me to choose the most suitable investment...
Marco has extensive experience in meeting the insurance and wealth management needs of individuals and private companies. For over 13 years, Marco worked in public practice as a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP), where he gained considerable experience in providing financial, tax and estate planning services to his clients.
This unique combination of experience allows Marco to offer you a well-rounded, professional and understandable plan to meet your financial planning, insurance, and investments.
What my clients are saying
ââThanks so much for your expert analysis, thorough evaluation and insightful recommendations regarding our retirement financial projections and investment/equity holdings.ââ
Kasey from Vancouver
âThank you for your time and sharing of knowledge Marco. It was a pleasure to meet with you and I will be in touch in the next few weeks to discuss my insurance needs.â
Jo from Vancouver
âThanks very much for this and your time. The information you provided was very illuminating.â
David from Vancouver
"Everything was good value and made me realize I might need to plan a little better"
Tim from Burnaby
âWell organized, energetic and knowledgeableâ
Ron from Burnaby
âExcellent presentation and response to question. Excellent explanations of difficult topics.â
Glen from Burnaby
"Marco was awesome to deal with. Very knowledgeable and gave great advice. He eliminated worries that I had. He is very people oriented and so easy to talk to"
âYou explained things clearly and helped me with all my questions. Thanks.â
Riina from Vancouver
âMarco was very professional and informativeâ
Adrian from Burnaby
âThank you very much Marco. I really appreciated the meeting.â
Judy from Richmond
âOh what a relief! Thank you Marco for putting my mind at rest!â
Patricia from Surrey
âThis is exactly what Iâve been needing to do for years!â
Dave from Vancouver
There are several reasons why people want to use their life insurance more strategically. Some want to protect a dependent; others may owe money, personally or through their business, and want to use their life insurance as an asset (IFA). While these are good strategies, before you can move ahead with them, you have to go through the life insurance underwriting process.
My neighbour used to pride himself on being handy when it came to working on his car. He would eschew the professionally trained auto mechanics and spend hours in his garage âfixingâ his beloved BMWâuntil it caught on fire and burned up in the parking lot of Safeway. The point of this rather dramatic anecdote? Sometimes a little knowledge can be a dangerous thing. This applies to corporate estate plans.
In most cases one has very little control over what happens after death; however, from a financial standpoint, there are certain actions you can take now that will help control what happens to your assets after passing, lift potential burdens from your family and loved ones and, most importantly, keep the CRA from becoming one of your heirs.
We know you care about your loved ones and having a succession plan in place is important to you; however, at this stage in your life and career, you donât necessarily want to put money away now, knowing that youâll never get to touch it again...
Iâm often approached by shareholders asking me about succession strategies. Itâs a great question. When I ask them what they have in place legally to transition their assets or corporate shares, they usually know thereâs....(937) 424-2764