Team Activity Day: PNE

Team Activity day at Playland at the PNE last week. We believe that it's important to have social time together outside of the office once a month. The best part about last weeks activity was watching the terrified faces of *some of our team members (we won't mention names...) during the rides. It turns out that Franco Caligiuri is pretty good at Mini Golf (and evading team photos). Also, the Pirate Ship is scarier than you'd think

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Run For Water - Trail Race

We had a great day volunteering at the Run For Water Trail race this past weekend. Also, big congratulations to Chris Elliott of Capital Core Financial for being impulsive and deciding to run the race 3 min before the gun went off. Chris captured 2nd place (only 1 min behind the first place finisher) while wearing Dish & DUER performance jeans, and a pair of street shoes with zero traction...on what was probably the wettest and muddiest day of the year. All proceeds for this race go towards clean water projects in Ethiopia. To learn more visit:

Get Involved!

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The Financial Industry is Changing - For the Better

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Marissa and Franco standing with Paul Desmarais III - Canadian billionaire, SVP of Power Financial. Paul is also the director of:

-Great-West Life 

-Investors Group




Franco and Marissa had the opportunity to hear Paul speak in San Diego about the future of the financial industry and the impact of emerging and rapidly growing Fintech’s (financial technology companies).

Some fintech’s are offering do-it-yourself investors lower fees (in *some cases) and easier access.  WealthSimple, a Canadian online investment management service, has a well-organized easy-to-use dashboard and their slick mobile app puts the power of your investments into the palm of your hand.

The request for lower fees and better service is driving the industry in the right direction - to a value driven one.  It’s pushing clients to ask their advisors “what am I paying you for”?

Our team meets weekly to discuss how we can be of additional value to our clients. What can we do to make their lives easier while managing their wealth effectively, so that they can focus on their families, health and careers.

Going Green - It's a win-win

At Capital Core Financial, we are continually thinking about how we can effectively integrate technology in order to minimize our carbon footprint. During the past few years we have allocated resources towards going more digital in our day-to-day operations. Others working in the financial industry can attest to the amount of wasted paper that is used. Instead of simply accepting this, we have and continue to make changes such as

  • Digitizing all of our files

  • Taking notes in client meetings on our laptops (instead of meeting note paper)

  • Minimizing hardcopy handouts during presentations

  • Eliminating all of our business cards

  • Encouraging our team to be mindful when printing documents

  • Completing applications digitally when possible

  • Encouraging the companies we work with to transition to digital applications

  • Braining storming on other ways that we can save paper

All of the above allow us to significantly reduce our paper use, however as a result of industry compliance regulations, we are still far away from being a completely paperless company. In addition to reducing our carbon footprint, on-boarding various technologies has also helped streamline our various internal systems. With smart planning, going green can be a win-win!

 #digitization #technology 

Proud Members of MDRT!

We are excited and proud to announce that Capital Core Financial has once again qualified for the Million Dollar Round Table - ‘Top of the Table’ Award (the highest MDRT achievement and category).  Top of the Table represents the top 1% of the top 1% of all advisors globally. We attribute a large part of our success to our core values - integrity, transparency and collaboration - and our commitment to fiduciary excellence.

About MDRT: Founded in 1927, the Million Dollar Round Table, The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial services professionals from more than 500 companies in 69 countries.

MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.


Happier People Give More

Have you ever experienced joy from an act of kindness, helping others in need, or making a charitable contribution? Extensive research shows that spending money on ourselves does not significantly increase our sense of happiness or well being. A Harvard Business School study (link below) suggests that giving to others is directly correlated with an increased sense of happiness. The Harvard researchers write: "Happier people give more and giving makes people happier, such that happiness and giving may operate in a positive feedback loop."

There's lots of opportunity in your local community - get involved!

Supporting our community

Franco Caligiuri of Capital Core Financial standing proud while presenting a $6000 donation on behalf of the MILLION DOLLAR ROUND TABLE FOUNDATION to the coaches of African Canadian Soccer and Cultural Association (ACSCA) - a non-profit soccer training centre for youth.

This donation will help support the team by providing funding for underprivileged players in the form of jerseys, new equipment and travel expenses. Team sports are a great way at-risk youth to engage in positive activities under the guidance of inspired and committed coaches who truly care.

Thank you to the Million Dollar Round Table for their extremely generous donation! Capital Core Financial are proud members and grateful long-standing supporters of this organization.  

What a great way to start 2019!

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Feeding our Community

Giving back is a big part of our company philosophy at Capital Core Financial. We believe that helping others ignites our spirits and drives us to become better versions of ourselves.

This month we had the opportunity to partner-up with an amazing local organization - A Better Life Foundation. Our team took over the famous “Save on Meats” restaurant located in the Lower Eastside of downtown Vancouver in order to cook and serve food to many local residents living on the streets who never experience a 3 course meal.

Our $5,000 donation provided a hearty 3 course meal for over 160 people that evening, and will continue to provide an additional 1,000 meals throughout the year!

The event, Plenty of Plates was an amazing experience, bringing together our team and some friends, and connecting us with our community in the downtown eastside. We chatted, cooked, cleaned, and served food and non-alcoholic beverages to a lot of hungry people.

While we were able to provide hot meals and a warm space that evening and into the holidays,  this is an-ongoing issue for our community in the downtown Eastside. Together we can make a difference. We encourage you all to support this organization.  Engage your team, friends, families, and clients - get involved!

Thank you Mark Brand for creating this opportunity, to Evan Sidwell for hosting the evening, to the staff at Save on Meats for their guidance in the kitchen, to Olivia Leigh Nowak for capturing the even on camera, and of course to our support team and friends who joined us for this incredible experience.     

Embrace the rain

Wanna know the secret to coping with the grey, damp rainy weather here in Vancouver?

Shift your mindset and embrace it.

Get outside. Get excited to get wet.  Bring a friend.

Hiking and Jogging in the rain is an awesome experience when you surrender to it.  The forest seems to breathe and the fog creates an almost mystical experience (mystical...haha).  Plus, rain in the city = snow in the mountains. Mind blown!

For those of you who don't snow angel, snowshoe, ski or snowboard - you really are missing out.  The mountains during the winter are an amazing, inspiring place to play - especially for children.  

Don't be that guy/girl that's always complaining and suffering about the weather.  You're more adaptable than that.

Acknowledge your choice point. Shift your mindset and develop a positive attitude towards the winter season. Commit to yourself and make time for playtime.

That feels good right?

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