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Mark Patell, Financial Advisor

FINANCIAL ADVISOR
Mark Patell

728 Anderson St., Unit #5, Whitby, ON L1N 3V6opens in a new window
CallSend Me a Message
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Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Intergenerational planning
  • Education savings strategies
  • Wealth protection strategies

About Mark

Helping you achieve the life you want - We do money differently!

With over 25 years experience working in financial markets, being a financial advisor at Edward Jones allows me to realize my deep desire to help people achieve 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 an investment picker. I develop personalized financial strategies that go far beyond just opening an RRSP or buying life insurance....

Work History

  • Edward JonesFebruary 2015 to Current

Education

  • Laurentian UniversityCertificate
  • Queen's UniversityBachelor of Science

Team Members

  • Jacquelyn Saucier
    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 Closed

Phone

(905) 665-4522

Fax

(877) 630-7723

Office Address

728 Anderson St.
Unit #5
Whitby, ON L1N 3V6opens 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.

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Setting your path

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

Learn More