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.


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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...


856-821-5288

Investment Management

I recommend a portfolio of segregated funds and/or insurance annuities to meet your investment and retirement needs...


859-264-5010

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...


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Marco Faccone

 

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.

 

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Testimonials

What my clients are saying

““Thanks so much for your expert analysis, thorough evaluation and insightful recommendations regarding our retirement financial projections and investment/equity holdings.””

Kasey from Vancouver

“Thank 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.”

Jo from Vancouver

“Thanks very much for this and your time. The information you provided was very illuminating.”

David from Vancouver

"Everything was good value and made me realize I might need to plan a little better"

Tim from Burnaby

“Well organized, energetic and knowledgeable”

Ron from Burnaby

“Excellent presentation and response to question. Excellent explanations of difficult topics.”

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"

Mike

“You explained things clearly and helped me with all my questions. Thanks.”

Riina from Vancouver

“Marco was very professional and informative”

Adrian from Burnaby

“Thank you very much Marco. I really appreciated the meeting.”

Judy from Richmond

“Oh what a relief! Thank you Marco for putting my mind at rest!”

Patricia from Surrey

“This is exactly what I’ve been needing to do for years!”

Dave from Vancouver

Latest News

paramedical visit

How To Prepare For a Paramedical Visit

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 ‘paramedical’ 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.

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Underwriting Demystification - The Benefits of Pre-Underwriting

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.

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The Importance of a Professional Corporate Estate Plan

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 “fixing” his beloved BMW–until 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.

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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.

(217) 698-6831

Posted 7 April, 2018

The Power of Now

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 don’t necessarily want to put money away now, knowing that you’ll never get to touch it again...

812-474-9255

Posted 7 March, 2018

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When I ask people if they invest in their business, invariably, most contend that they do. However, beyond the more traditional forms of investment, what they’re not always aware of is that there are other beneficial investment strategies to explore...

(940) 683-1623

Posted 5 Jan, 2018

Do You Have a Succession Plan in Place?

I’m often approached by shareholders asking me about succession strategies. It’s a great question. When I ask them what they have in place legally to transition their assets or corporate shares, they usually know there’s....

(937) 424-2764
Posted 11 Dec, 2017

Is Corporately Held Insurance Right for You?

If the Federal Government removes the Pipeline Method, having corporately held insurance will allow capital gains to be taxed at a lower rate. Now more than ever, corporately held insurance is a sound financial move.

bucklandite
Posted 18 Oct, 2017

706-658-7073

There’s no way to paint a pretty picture to help people understand the necessities of buying life insurance. The important thing to understand is that you don’t buy life insurance for yourself...

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