Marcelo Lino

Hi, I'm a seasoned financial advisor with over 15 years of experience in the financial services industry. Based in Oakville, ON, I am a proud member of the community and am passionate about educating families and businesses about their financial options and helping them achieve their dreams.

I understand the importance of building personal relationships with my clients, which is why our partnership will start with getting to know you and learning about what's most important to you and your loved ones. Then we'll work together to create personalized financial strategies to match your unique values, needs and goals.

I hold a degree in Economics and studied Risk and Financial Analysis (Masters) in France. As a Chartered Financial Analyst (CFA®), I am committed to providing my clients with the highest level of financial advice and guidance.

When I'm not working, I love to travel and discover new places. My wife and I enjoy exploring the world together, and we also love to spend time with our teenage daughter and our beloved cat. And when it comes to board game night, let's just say things can get pretty intense.
I am dedicated to providing my clients with exceptional service and I look forward to helping you reach your financial dreams.