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Marcelo Lino, Financial Advisor

Financial Advisor
Marcelo Lino

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

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Office Information

Phone

(905) 901-3171

Fax

(855) 511-8162

Office Address

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

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