Avoid potential mail disruptions with Online Access & e-Delivery

A Canada Post labour disruption may take place as early as May 22. Enrol in Online Access and choose e-Delivery to receive statements and other communications during mail interruptions. 

Skip to Main Content
Marcelo Lino, Financial Advisor

FINANCIAL ADVISOR
Marcelo Lino

CFA®
1540 Cornwall Road, Oakville, ON L6J 7W5opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Retirement savings strategies
  • Business owner considerations

About Marcelo

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...

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Phone

(905) 901-3171

Fax

(855) 511-8162

Office Address

1540 Cornwall Road
Oakville, ON L6J 7W5opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

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

Learn More