Rocco Racioppo - Insurance Advisor

This is something many don’t think about. It’s not bad enough that a person loses someone they love they have to live with the pieces left behind.

One of the hardest parts of estate planning is that the steep learning curve often shows up at the worst possible time.

This became clear in a recent client meeting. The client was uncertain about the difference between being a Power of Attorney and an Executor — two roles that are often confused, even by people who care deeply about getting it right. To be honest, they didn't really know they were uncertain about it until after I explained the difference.

As we talked it through, they realized just how different the responsibilities are:
A Power of Attorney acts for you while you’re alive but incapacitated.
The Executor's role begins after you die.

It’s a brutal, on-the-job training exercise for whoever steps into these roles, and it reminded me how often we, as professionals, assume clients understand what we consider “basic” — when in reality, they may never have had a reason to think about it.

Imagine being asked to start a brand new job the day after your loved one passes away — and having to learn everything as you go.

If you’re not sure who you’ve named — or what their responsibilities will be — it’s worth having a conversation now.

Rocco Racioppo is a well known professional in the community with over 20 years of experience and expertise in the Wealth Management industry. Rocco has served in the community through large institutions like Investor’s Group, RBC and Wealth and Estate Planning Canada.
Rocco believes in putting client’s need first while providing customized financial solutions to clients delivered personally. Honesty and care are the two pillars that hold Rocco’s name high up amongst other Wealth Advisers.

Along with his professional career, Rocco is an engaged citizen and volunteers a lot his personal time supporting citizens in time of need.
For anyone looking for advice on retirement or investment planning, Rocco is a credible and trusted name.

Mission

To become your trusted advisor. To bring services to you that exceed all expectations. My clients are not just clients they are family. I will go above and beyond for you and your family.

I provide financial and risk management solutions to the comfort of your home, office or anywhere you feel comfortable. I am available when you are not just 9 am to 5 pm. Life is about family and my goal is to assist families in good times and bad. I am a phone call away.