Marco is a Chartered Accountant, Certified Financial Planner, and a licensed life and accident & sickness insurance broker. He also has an extensive background and training in Canadian income taxes, including personal and corporate tax planning and estate planning.
This combination of proficiency along with his years of experience makes Marco ideal for reviewing your financial circumstances and your related goals and objectives.
No matter what your financial goals may be, and what life stage you are in, Marco can help assess and implement a financial plan built just for you.
Whether you require a financial checkup to assess your current situation, cash flow tips and traps to maximize what your money can do for you, saving plans for future education or retirement needs, or insurance to cover off the risks of certain perils, Marco is your one-stop financial solutions provider.
Take control of your financial future. If you require an independent review of your financial plan and strategies, or an experienced person to assess and meet your current investment, insurance and tax related needs, Marco is your right choice.
If you need assistance with any of the following, contact Marco:
Marco Faccone, CA, CFP
“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 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
“It was a pleasure meeting with you yesterday. I definitely found our chat extremely useful. Your tax advice was most helpful. Thank you!”
Craig from Vancouver
“You explained things clearly and helped me with all my questions. Thanks.”
Riina from Vancouver
“This is exactly what I’ve been needing to do for years!”
Dave from Vancouver