Work History
Edward Jones
Edward JonesJanuary 2011 to Current
FINANCIAL ADVISOR
Mark A Szarek
CIM®
24 Seacliff Drive East, Suite 410, Leamington, ON N8H 0C2opens in a new window
Focus Areas
- Wealth strategies
- Retirement savings strategies
- Retirement income strategies
- Estate and legacy strategies
- Intergenerational planning
- Business owner considerations
About Mark
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...
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...
Work History
Edward Jones
Edward JonesJanuary 2011 to Current
Education
Queen's University
Queen's UniversityDoctorateQueen's University
Queen's UniversityMaster of Science
Education
Queen's University
Queen's UniversityDoctorateQueen's University
Queen's UniversityMaster of Science
Team Members
Sue DenunzioSr. Branch Office Administrator
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Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Location
LeamingtonMore to explore
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