Marlon Sanchez

Financial Security Advisor
Investment Representative

Born and raised in El Salvador, Marlon moved to Vancouver in 1991 and has called it home ever since. After eight years as an entrepreneur, Marlon entered the financial services industry in 2008. His career as a Financial Security Advisor is well suited by his personal experiences as a small business owner, complimented by his genuine desire to help educate and protect entrepreneurs and their families against risk and liabilities.

Marlon is a proud father, sports and outdoor enthusiast, and an adventure seeker who loves to travel to many places around the world, especially Spanish-speaking countries. Marlon loves to network, build valuable relationships and transforms his goals and ambitions into tangible results. Marlon brings with him a fresh perspective to the financial industry as a small business owner himself, enthusiasm in all that he approaches, and most importantly the highest of integrity in the world of business.

As a Financial Security Advisor, he has accumulated a wealth of experience to guide businesses including directors, executives, and employees. Marlon’s expert advice has helped many entrepreneurs identify areas of risk and guides them in creating a solid foundation to help achieve their financial goals.

Marlon specializes in business planning strategies in four key areas: Executive compensation, wealth preservation, retirement planning, employee and employer benefits. From exploring health & wellness spending account options to estate and capital gains considerations, creditor protection, and dollar-cost averaging strategies, to tailored executive benefits plans and enhanced disability protection -- Marlon can help bring all of these solutions to the table to help you better manage your financial business needs.

Protect what's most important: Katherine's story – Canada Life

When Katherine experienced a life changing illness, family and her recovery were top of mind. This meant not letting things like financial obligations get in her way.

 


View the video transcript

 

Description: Sad, slow music begins to play in the background on a black screen.

Description: A woman appears sitting on a chair in a living room beside a table with a vase of flowers. She looks to the right of the camera and begins to speak.

Katherine: I think as humans we always think it's not going to happen to us. We always think it's going to be the next person. We just, I guess, especially when you're younger, you feel invincible. You just feel it's not going to affect you. It's not going to happen to you.

Description: A white box appears screen right of Katherine with red text. The text reads, Katherine, self-employed mother of two.

Description: The white box disappears.

Description: The screen becomes grey and blurred. A white box appears screen right. The text reads, in May 2015, Katherine was diagnosed with Langerhans cell sarcoma. The red text disappears, and more red text appears that reads, 60 known cases worldwide, zero specialists worldwide, 25% survival rate.

Katherine: As we broke this news to various people around us, the people that were, I guess in my husband's world,

Description: The box disappears and Katherine reappears to the right of the camera.

Katherine: which is the medical community, they understood immediately the implications. So they would immediately come and give me a hug. I knew that wasn't good.

Description: The screen becomes grey and blurred again. A white box appears screen right. The text reads, Katherine visited doctors familiar with her illness in Boston and California for treatment options.

Katherine: Every time I would be sitting in the waiting room waiting for my radiation treatment,

Description: The box disappears and Katherine reappears to the right of the camera.

Katherine: I would look at who was sitting around me, and I could see that there were people who were struggling like me with these health issues, but they had other struggles as well. They had to figure out how their rent was going to be paid. They were in a state where they could not go to work, but how could they make their financial commitments?

Description: The screen becomes grey and blurred again. A white box appears screen right. The text reads, in her 30s, Katherine purchased critical illness insurance for her family.

Katherine: This critical illness insurance made the whole.

Description: The box disappears and Katherine reappears to the right of the camera.

Katherine: process of recovery just a lot smoother, a lot easier. By removing the financial element out, by it being able to take care of that financial element, we could just focus on the whole healing, on the whole finding the treatment plan, going through the treatment, all of that, and just getting better.

Description: The screen becomes grey and blurred again. A white box appears screen right. The text reads, Katherine’s cancer is currently under control and doctors continue to monitor her progress.

Description: Katherine: I can't believe that.

Description: The box disappears and Katherine reappears to the right of the camera.

Katherine: It almost seems like it never happened. It was so intense while it was happening. Now that it's over with, it just seems like it was another lifetime away.

Description: The video changes to Katherine walking with her two children on the sidewalk with snow on the ground.

Katherine: When it's about to all be gone, you certainly become aware of what's really most important to you.

Description: The video returns to Katherine.

Katherine: And, I still get mad at my kids and my husband, you know, but I think I'm a lot more patient with the people closest to me because you're just keenly aware that they may not always be there or you may not always be there. So, you know, just let go of the little insignificant things.

Description: The box disappears and Katherine reappears to the right of the camera.

Description: A white screen appears with red text that reads, protect what’s most important – your health and the ones you love. Talk to your advisor today. The Canada Life logo appears.

Contact

Contact me today to learn more

Recent posts

The benefits of responsible investing

Oct 01, 2021 - Canada Life

Across Canada, investors are looking to use the power of their portfolios by choosing investments that not only provide strong returns, but also help make a positive difference to society...

Read more

Nine answers to your questions about the Canada child benefit

Sep 15, 2021 - Canada Life

The Canada child benefit (CCB) provides a financial benefit to support families with children during this life stage...

Read more

Life happens. Help your employees prepare for when it does

Sep 01, 2021 - Canada Life

To help your employees prepare for life’s what-if moments, you can offer extra coverage from your group plan: Portable Benefits...

Read more

Managed solutions – Canada Life

Managed solutions can help you be more confident in your investments, letting you focus on your financial goals and not on shifting markets. Learn more at https://www.canadalife.com

 

Why go global – Canada Life

Learn how adding global funds to your portfolio can help you truly diversify your investments.

 


View the video transcript

 

Description: Text: “Why Global?” appears. The camera pans over and travels across the Canadian landscape from coast to coast.

Narrator: When it comes to investing, Canadians love their home and native land.

Description: A maple leaf graphic comes into frame and the camera follows it upwards. A pie chart appears around the leaf and text appears beside it: “90% of the average Canadian’s assets are invested in Canada alone.*” Legal line appears: “*Source: Investor Economics Household Balance Sheet Report 2018”.

Narrator: So much so that 90% of the average Canadian’s assets are invested in Canada alone.*

Description: The text and pie chart disappear. The leaf graphic grows and attaches to a figure while it waves back and forth.

Narrator: And while it may seem patriotic to support local and domestic business.

Description: Two graphics appear representing local and domestic business. The camera pans down to show three lines, representing personal, Canadian, and global equity. A coin rolls along the personal line, falling off when the line takes a downturn.

Narrator: If the Canadian economy takes a downturn, this historical bias towards Canadian equities means your investments are vulnerable to “at-home” risk.

Description: The camera pans up to show a graphic of North America on a globe and large graphic text: “Less than 3%”.

Narrator: Canada makes up less than 3% of the world’s financial market.*

Description: The large graphic text changes to “97%” as the globe switches to a view of Europe and Asia.

Narrator: So if you’re only investing in Canada, you’re missing out on 97% of the world’s investment opportunities.

Description: The camera pans down to show a world map. Location pins appear across the map.

Narrator: Investors are shifting focus to global equities for potentially better returns.

Description: The map fades away and the camera pans across three global locations as the country names appear: “United Kingdom”, “Netherlands”, “Japan.”

Narrator: To help you diversify, Canada Life now offers more global funds from some of the world’s largest investment managers.

Description: Cut to four goals with corresponding graphics, “Travel”, “Education”, “New Home”, “Retirement”. The New home graphic grows as the others disappear and a pie chart appears around it.

Narrator: Whatever the goal is, we have a fund to help you get there.

Description: The camera pans up to a globe surrounded by six graphics representing diverse portfolio investments.

Narrator: Find out how you could achieve true diversification by exposing your portfolio to a world of opportunity.

Description: Text: “To learn more, reach out to your Products Service Centre partner.”

Narrator: To learn more, reach out to your Product Solutions Centre partner.

Description: Canada Life logo and legal lines appear: Canada Life and design are trademarks of the Canada Life Assurance Company. canadalife.com 1-800-957-9777.

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My Upcoming Campaign

Apr 01, 2021 10:05 AM Eastern Daylight Time - Apr 02, 2021 12:00 AM Eastern Daylight Time

5520 Explorer Drive Suite 400, Mississauga, Ontario

Please visit my upcoming campaign as we will be discussing some of the major things happening within the Financial industry!

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