OUR TEAM. OUR PRIORITY

We consider ourselves a People First company.  We promote a work environment that encourages our team to communicate openly and honestly amongst each other.   

 

We encourage our team members to:

  • Live mindful, active, and healthy lifestyles

  • Take full ownership over their roles and responsibilities within the company

  • Challenge themselves to improve their overall mental and physical wellbeing

  • Arrive to the office feeling inspired and excited

 

  Strong Team.  Strong Foundation

Strong Team.  Strong Foundation

 

A business is built on its foundation.

We believe our team is that foundation.

Franco Caligiuri

Partner
Financial Security Advisor

Franco Caligiuri is the co-founding partner of Capital Core Financial, Inc., and brings a wealth of knowledge and expertise from his 19 years of industry experience.  Franco is a nationally recognized financial educator and consultant, specializing in estate and charitable tax planning. As a long-standing member of the Million Dollar Round Table, he currently holds the highest designation of 'Top of the Table', which recognizes successful advisors in the financial industry. Franco has had numerous articles appear in publications such as “Money Sense”, “Business in Vancouver”, and "Wealth Professional Magazine". Franco lives in Burnaby with his wife, Carrie and three young boys, Matteo, Jonas and Cesare.

 Marissa Elliott  Partner Financial Security Advisor  Drawing on over 15 years of experience in the financial sector, Marissa co-founded Capital Core Financial with the active intent to provide an insightful holistic approach  to managing client wealth. With a background specializing in insurance strategies, Marissa incorporates this knowledge to identify and deliver practical solutions focusing on tax and estate planning, charitable giving and long term goals.  Armed with passion, energy and an infectious laugh, Marissa's strong belief in charitable giving is evidenced by her active involvement with several local charities as well as serving on the board of "Run For Water," a non profit dedicated to providing clean water in Ethiopia .

Marissa Elliott

Partner
Financial Security Advisor

Drawing on over 15 years of experience in the financial sector, Marissa co-founded Capital Core Financial with the active intent to provide an insightful holistic approach  to managing client wealth. With a background specializing in insurance strategies, Marissa incorporates this knowledge to identify and deliver practical solutions focusing on tax and estate planning, charitable giving and long term goals.  Armed with passion, energy and an infectious laugh, Marissa's strong belief in charitable giving is evidenced by her active involvement with several local charities as well as serving on the board of "Run For Water," a non profit dedicated to providing clean water in Ethiopia.

 Chris Elliott  Vice President   The backbone of Capital Core Financial, Chris is the glue that keeps the company functioning at peak performance.  A former student of McGill University, Chris applies his diverse business background to developing cohesive internal business strategies that align with company values and goals.  Responsible for developing corporate policies and establishing company goals and objectives, Chris liaisons with all members of the organization to maximize efficiency and productivity. With a strong concentration on the growth and development of employees his leadership enables the organization to not only reach but exceed operational goals.

Chris Elliott

Vice President 

The backbone of Capital Core Financial, Chris is the glue that keeps the company functioning at peak performance.

A former student of McGill University, Chris applies his diverse business background to developing cohesive internal business strategies that align with company values and goals.

Responsible for developing corporate policies and establishing company goals and objectives, Chris liaisons with all members of the organization to maximize efficiency and productivity. With a strong concentration on the growth and development of employees his leadership enables the organization to not only reach but exceed operational goals.

 Dawne Koke  Executive Assistant  As the first point of contact, Dawne manages client account inquiries and plays a lead role in executing transactions in all areas of company business.  Dedicated to streamlining and improving administrative procedures, Dawne proactively initiates and re-structures internal systems to provide ideal levels of client and executive assistance.  Overseeing and collaborating with other employees, Dawne helps to expedite workflow while adhering to strict levels of client confidentiality.   

Dawne Koke

Executive Assistant

As the first point of contact, Dawne manages client account inquiries and plays a lead role in executing transactions in all areas of company business.

Dedicated to streamlining and improving administrative procedures, Dawne proactively initiates and re-structures internal systems to provide ideal levels of client and executive assistance.

Overseeing and collaborating with other employees, Dawne helps to expedite workflow while adhering to strict levels of client confidentiality.

 

 Alicia Anderson  Investment Processing Specialist  With the ability to analyze complex trades Alicia helps facilitate all types of investment processing in conjunction with our Wealth Management Team.  Alicia develops and maintains standard operational procedures to securely meet compliance regulations while providing accurate information concerning all investment account inquiries for our clients.   

Alicia Anderson

Investment Processing Specialist

With the ability to analyze complex trades Alicia helps facilitate all types of investment processing in conjunction with our Wealth Management Team.

Alicia develops and maintains standard operational procedures to securely meet compliance regulations while providing accurate information concerning all investment account inquiries for our clients.

 

 Kenneth Gong  Internal Systems Architect  Kenneth comes to us with a wealth of experience as a statistical analyst for major consulting companies in South Korea.  Very adept at discovering patterns and predictions based on systematical analysis he applies his analytical mind to creating our in house architectural organizational systems. Using this framework, we can tailor design our strategies to the unique needs of our clients and demonstrate the future financial possibilities.   

Kenneth Gong

Internal Systems Architect

Kenneth comes to us with a wealth of experience as a statistical analyst for major consulting companies in South Korea.

Very adept at discovering patterns and predictions based on systematical analysis he applies his analytical mind to creating our in house architectural organizational systems. Using this framework, we can tailor design our strategies to the unique needs of our clients and demonstrate the future financial possibilities.

 

 Steve Fooks  Insurance Consultant  Steve is part of the resource team at Capital Core Financial.  He is both a Certified Financial Planner and a Certified Health Insurance Specialist.   With over 20 years in the financial industry, Steve combines his knowledge and expertise while assisting our senior advisor's in providing customized solutions to building and preserving client wealth in tax-efficient ways.

Steve Fooks

Insurance Consultant

Steve is part of the resource team at Capital Core Financial.  He is both a Certified Financial Planner and a Certified Health Insurance Specialist. 

With over 20 years in the financial industry, Steve combines his knowledge and expertise while assisting our senior advisor's in providing customized solutions to building and preserving client wealth in tax-efficient ways.

 Clarke Haynes  Investment Consultant  Clarke has been in the financial industry for over 15 years and acts as an investment consultant for Capital Core Financial. Clarke works closely with our team in developing portfolio allocations; and draws upon his industry experience and designations to help accomplish this.  Clarke possesses a Bachelor of Business Administration degree, is a Chartered Investment Manager, an Elder Planning Counselor, and currently holds the Financial Planning Standards Council CFP Level1.

Clarke Haynes

Investment Consultant

Clarke has been in the financial industry for over 15 years and acts as an investment consultant for Capital Core Financial. Clarke works closely with our team in developing portfolio allocations; and draws upon his industry experience and designations to help accomplish this.

Clarke possesses a Bachelor of Business Administration degree, is a Chartered Investment Manager, an Elder Planning Counselor, and currently holds the Financial Planning Standards Council CFP Level1.

 Carrie Caligiuri  Bookkeeping  Carrie is the bookkeeping and payroll wizard at Capital Core Financial utilizing her comprehensive work history in the financial sector.  She not only administers payroll and handles all corporate book records, she also assists with budgets and financial forecasting. Her attention to detail enables the company to accurately define and enact future growth.      

Carrie Caligiuri

Bookkeeping

Carrie is the bookkeeping and payroll wizard at Capital Core Financial utilizing her comprehensive work history in the financial sector.

She not only administers payroll and handles all corporate book records, she also assists with budgets and financial forecasting. Her attention to detail enables the company to accurately define and enact future growth.
     

 Sonia Caligiuri  Administrative Assistant  Sonia has been providing administrative support to the Capital Core team for over 8 years.  She is an extremely detail-orientated individual with a strong background in creating and maintaining organized filing systems.          

Sonia Caligiuri

Administrative Assistant

Sonia has been providing administrative support to the Capital Core team for over 8 years.  She is an extremely detail-orientated individual with a strong background in creating and maintaining organized filing systems.