As a Financial Advisor with Edward Jones, I focus on a highly personalized approach to help determine a tailored financial strategy for you and your family. Joining Edward Jones in 2017, I bring over 20 years' worth of investment and financial planning experience. Throughout my career, I have had the privilege of working with numerous individuals and families, helping them achieve their lifelong goals and objectives.
Whether you are preparing for, or living in retirement, I will partner with you and help you deliver on your vision of how you want to live your life to the fullest. Wealth strategies include estate considerations with an emphasis on multi-generational wealth planning, capital preservation and income for life.
When not in the office you will find me driving my kids around town to hockey, dance and other activities. My wife Mea and I live a very active life with 4 children, Matthew, Nicole, Sami and Chase. We are a close-knit family and enjoy spending time together appreciating the beauty the Okanagan has to offer. We are passionate about being a part of the community and giving back to those in need.
At our BX Crossing office, you will be welcomed by Karley, our Branch Office Administrator. Together we strive to provide our clients with the highest level of care and service.
We would love to meet with you and welcome the opportunity to help you achieve your goals and aspirations.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Protection Strategies
- Business Owner Considerations
- Intergenerational Planning
Phone NumberLes T Marx at (778) 790-0801
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|