Founder’s Story
It was 2014, and although I worked for an established Financial Institution in BC, my entrepreneurial spirit drove me to launch my own business. My experience and education showed me that some great solutions were available using life insurance and investment options that weren’t always available through the traditional channels. Yes, life insurance is a risk management tool, but strategic life insurance used as an asset could be very effective in helping clients grow their net worth or corporate valuations.
Since making the jump to work as an independent financial planner in 2015, I have had the privilege to work with many wonderful clients and helped develop many successful solutions for them. The key has been learning from the mentors around me who guided me on how to help clients by putting myself in the client’s shoes and recommending what’s in their best interests.
It’s a client’s need that drives the recommendations and not the other way around. This approach has led me to work with my clients for the long term and for many years to come.
Sean Nazareth CFP®, CIM®, CLU®, BBA
Certified Financial Planner
Founder
Industry Experience
Industry Experience:
Over a decade of industry experience
5 years of industry experience working at a Financial Institution
9+ years running my own practice
Education
Education:
Diploma of Technology with a specialization in Corporate Finance, 2008
Licensed Insurance Broker in British Columbia, 2009
Bachelor of Business Administration (Finance and Accounting), 2010
Certified Financial Planner (CFP), 2014
Mutual Fund Licensed in British Columbia, 2015
Chartered Investment Manager (CIM), 2022
Chartered Life Underwriter (CLU), 2023
Exchange Traded Fund License, 2024
Exempt Market Dealers License, 2024
Our Team
In our journey toward success, we understand the true power of collaboration. Together, we amplify our strengths, foster innovation, and excel. Each member contributes uniquely, fostering an environment where success is a collective achievement. Meet the incredible individuals who make up our team, each contributing their unique talents and perspectives to our shared vision.
Sean Nazareth CFP, CIM, CLU, BBA
Principal Certified Financial Planner
Le Minh Mac
Wealth Advisor
Victoria Hong
Marketing Specialist
Strategic Partners
As corporate business owners ourselves, we know firsthand the challenges that come with managing finances while growing a business. We are passionate about helping our clients navigate these challenges and reach their financial goals. Our approach involves building a strong advisory team, so we partner with experts in the industry to offer our clients access to the best possible advice. Whether you’re just starting out or looking to take your business to the next level, we can help you get there.
John Ly CFP® CLU® CEA
John began his career in the financial industry in 2015, quickly learning the role of a strong insurance foundation as part of financial planning. He had a meteoric rise in production and was awarded Rookie of the Year in 2016.
John now focuses his practice on successful business owners and professionals. He introduces corporate financial planning to help his clientele’s ever-changing life and business needs. John works hand in hand with his corporate clients, their accountants, and other tax-planning partners to ensure fluidity within their planning needs.
John is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Certified Executor Advisor (CEA) designation holder. He is working towards his Chartered Investment Manager (CIM®) designation.
Marco Faccone CPA,CA® CFP® TEP®
With over 20+ years of tax and estate planning experience, Marco brings a wealth of knowledge to our advisory team. Marco is a strategic partner, and friend of the firm, offering his highly sought-after skill set to our team’s planning work.
He assists clients of Canadian Wealth Navigator with our advanced casework, focusing on areas that include taxation, estate, and succession planning. After spending 13 years for one of the best public practice firms in the country, his entrepreneurial spirit was driving him to go into business for himself, he hasn’t looked back since.
Marco’s vast education of designations includes being a Chartered Professional Accountant (CPA), a Certified Financial Planner (CFP), and a Trust and Estate Practitioner (TEP).