Enjoying life with the people that matter the most. I cherish this thought not only for myself and my family but also for the individuals and families that I serve in my advisory practice.
It is essential to build a long-term relationship with the families of my advisory practice in order for them to successfully achieve their goals and to fully enjoy life. I use an established collaborative process that allows me to understand who and what are important to my clients. A key step in this process is the creation of personalized financial strategies for my clients. With support from my Branch Office Administrator, Suzanne Denunzio, and home office associates, I implement these strategies by providing investment management, retirement, estate and legacy, protection, and education saving advice.
In 1990, I obtained my Bachelors (Biochemistry) and in 1993, my Masters (Biochemistry). I received my Doctorate (Chemistry) in 1998 from Queen’s University. I have obtained the Chartered Investment Manager (CIM©) designation. I joined Edward Jones as a Financial Advisor in 2011. Previously, I worked as an equities trader for 12 years.
I am a Director of the Erie Shores Health Foundation. Also, I help with various local charity events. In the past, I have volunteered with the Essex Minor Hockey Association.
My wife, Lynn, and I met at Queen’s and settled in Essex County since her family resides in Windsor. Lynn is an elementary school Principal. We have two beautiful children. Our son is a Viticulturist located in the Okanogan Valley, BC and our daughter is attending Queen’s School of Nursing.
We look forward to hearing from you to help you with financial goals so you will enjoy your life.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Business Owner Considerations
Phone NumberMark A Szarek at (519) 324-0144
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
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