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Derrick Marcelino, Financial Advisor

FINANCIAL ADVISOR
Derrick Marcelino

QAFP®, CIM®
168 Bennett Road, West Hill, ON M1E 3Y3opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Wealth strategies
  • Education savings strategies
  • Business retirement plans
  • Estate and legacy strategies
  • Employee stock options

About Derrick

Having worked in the financial services industry for over 18 years, I've come to appreciate that helping people is what I'm genuinely interested in. Whether it's to simplify client situations surrounding complex financial strategies, discussing appropriate investment solutions, or helping clients navigate through their accounts online, I want to ensure that the foundational piece of all of my client relationships is built on the feelings of care and trust. I pride myself in making sure that all my clients are well taken care of so we can work together to help achieve the life goals most important to you.

I'm proud...

Work History

  • Edward JonesOctober 2024 to Current

Team Members

  • Laura Campbell
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(416) 282-2199

Fax

(866) 641-9669

Office Address

168 Bennett Road
West Hill, ON M1E 3Y3opens in a new window

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My priorities

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Setting your path

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