Work History
Edward Jones
Edward JonesFebruary 2015 to Current
FINANCIAL ADVISOR
Mark Patell
728 Anderson St., Unit #5, Whitby, ON L1N 3V6opens in a new window
Focus Areas
- Retirement savings strategies
- Retirement income strategies
- Estate and legacy strategies
- Intergenerational planning
- Education savings strategies
- Wealth protection strategies
About Mark
Helping you achieve the life you want - We do money differently!
With over 25 years experience working in financial markets, being a financial advisor at Edward Jones allows me to realize my deep desire to help people achieve their financial future and protect their dreams. I am passionate about coaching clients so they can take an active role in setting their future course and feel empowered to achieve their vision.
My personal goal is to be much more than just an investment picker. I develop personalized financial strategies that go far beyond just opening an RRSP or buying life insurance....
With over 25 years experience working in financial markets, being a financial advisor at Edward Jones allows me to realize my deep desire to help people achieve their financial future and protect their dreams. I am passionate about coaching clients so they can take an active role in setting their future course and feel empowered to achieve their vision.
My personal goal is to be much more than just an investment picker. I develop personalized financial strategies that go far beyond just opening an RRSP or buying life insurance....
Work History
Edward Jones
Edward JonesFebruary 2015 to Current
Education
Laurentian University
Laurentian UniversityCertificateQueen's University
Queen's UniversityBachelor of Science
Education
Laurentian University
Laurentian UniversityCertificateQueen's University
Queen's UniversityBachelor of Science
Team Members
Jacquelyn SaucierBranch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Location
WhitbyMore to explore
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