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Marc Lelievre, Financial Advisor

FINANCIAL ADVISOR
Marc E Lelievre

CFP®
410 Falconbridge Rd, Unit 8, Sudbury, ON P3A 4S4opens in a new window
CallSend Me a Message

Focus Areas

  • Estate and legacy strategies
  • Wealth protection strategies
  • Retirement savings strategies
  • Business retirement plans
  • Retirement income strategies
  • Intergenerational planning

About Marc

One of my passions is helping people. In university I became a teaching assistant to help accounting students and then became a volunteer firefighter to help save lives. Being a financial advisor is similar, my role helps me assist professionals, families and individuals achieve financial success and I could not be happier with the life changing strategies I have implemented.

Early on in my career I had a client which solidified my decision to become a financial advisor. She was a single mother with no retirement plan. She contributed to her plan but had no road map for the future. I...

Work History

  • Edward JonesNovember 2015 to Current

Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Sports Enthusiast
  • Volunteering
  • Community Outreach

Team Members

  • Rebecca Duhaime
    Sr. Branch Office Administrator
  • Stacey Kearney
    Branch Office Administrator
  • Karen Tremblay
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(705) 566-9123

Fax

(877) 335-9164

Office Address

410 Falconbridge Rd
Unit 8
Sudbury, ON P3A 4S4opens in a new window

More to explore

My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

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