Helping you achieve the life you want - Welcome to Edward Jones!
With over 25 years experience working in financial markets, I chose to be a Financial Advisor at Edward Jones out of a deep desire to help people secure their financial future and protect their dreams. I am passionate about coaching clients so they can take an active role in setting their future course and feel empowered to achieve their vision.
My personal goal is to be much more than just someone buying and selling investments for my clients. I strive to provide financial strategies that go far beyond just opening an RRSP or a TFSA. Since each person's situation is unique, we start with understanding what's important to you for now and for the future. Balancing short-term needs and long-term goals means you can enjoy today and feel confident about being prepared for tomorrow.
Valuing our clients' trust is above everything else for my assistant, Jennifer, and I. Once you make a decision to work with us, we work hard to earn and retain your trust. Our knowledge, experience, and "no pressure" approach have helped grow our client-base and receive referrals from existing clients and families.
I grew up as a second-generation Canadian with a mom from England and dad from India, both of whom helped cultivate in me a strong curiosity about life and pay-it-forward values. My wife, Jocelyne, and I, our two sons and three dogs have made Whitby our home since 2000 and we have enjoyed the strong sense of community here. I've been honoured to give back locally through great organizations like Habitat For Humanity and Rotary. Outside of work & family, I enjoy scuba diving, snowboarding, skiing, and DIY projects.
Find out what makes us different!
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Education Savings Strategies
Phone NumberMark Patell at (905) 665-4522
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.Learn More