Edward Jones- Financial Advisor, Financial Planner: Derrick Marcelino

Edward Jones- Financial Advisor, Financial Planner: Derrick Marcelino

Share

Ensuring that all my clients are well taken care of, so we can work together to help achieve the life goals most important to you. Have a great day!

Having worked in the financial services industry for over 18 years, I've come to appreciate that helping people is what I'm genuinely interested in. Whether it's to simplify client situations surrounding complex financial strategies, discussing appropriate investment solutions, or helping clients navigate through their accounts online, I want to ensure that the foundational piece of all of my clie

06/21/2026

Today, on National Indigenous Peoples Day, we honor and celebrate the diverse cultures, languages, and contributions of First Nations, Inuit, and Métis peoples.

Like the related Indigenous philosophy that encourages individuals consider the impact of their decisions seven generations into the future, our purpose-driven firm strives to create positive generational impact.

This day reminds us of the importance of meaningful reconciliation. It's about listening to stories, respecting traditions, and supporting Indigenous communities in building prosperous futures on their own terms.

Weekly market wrap 06/20/2026

The Fed held the fed funds target range steady at 3.5%-3.75% and removed the previously projected 2026 rate cut from the dot plot, as expected.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

Weekly market wrap 06/13/2026

Tech is cooling, not breaking: The recent pullback in semiconductors reflects profit-taking after a “too far, too fast” rally, with improving breadth signaling a healthier market backdrop.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

06/11/2026

The Bank of Canada held its policy rate at 2.25%.

Key factors behind the decision:

• Job seekers are unemployed longer with youth most impacted
• A temporary rise in inflation from higher oil and gas prices
• Ongoing risks from CUSMA negotiations and geopolitical uncertainty

If you have questions about how the Bank of Canada's latest rate decision impacts your financial plan, reach out. I'm happy to help.

Don't let mega IPO buzz cloud your judgment 06/10/2026

Please let me know if you wanted to discuss some of the IPOs on the horizon.

Don't let mega IPO buzz cloud your judgment IPO excitement is real — but buzz doesn't always translate to returns. Before you invest, learn why fundamentals, profitability, and your risk tolerance matter more than brand recognition.

06/09/2026

Financial planning creates a framework that helps you understand how different areas of your financial life connect and influence one another. It considers areas like cash flow, taxes, retirement timing, protection strategies, and estate considerations as one connected picture.

This integrated approach helps bring clarity, consistency, and direction to financial decisions over time, making it easier to stay focused on what matters most.

Reach out to explore how comprehensive financial planning can support what matters most to you.

06/08/2026

Edward Jones Canada and Gallup just released (2026) national research on financial fulfillment in Canada, here’s what the data shows:

• Only 12% of Canadians are financially fulfilled
• 47% feel financially conflicted, feeling both gratitude and stress about money at
the same time
• 41% are in consistent financial stress

What stands out most: in an analysis controlling for net worth, age, and other factors, professional advisors were the only source of financial guidance with a positive association with financial fulfillment. Guidance from other sources including friends, family, personal internet research, news, social media, and AI had no or negative relationships with fulfillment.

If you're not sure your money is working toward what matters to you, that's worth a conversation. Reach out, I'd love to help you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026

Weekly market wrap 06/06/2026

Last week's blowout U.S. payroll report underlined the improvement in the U.S. labour market this year, with hiring accelerating and broadening across sectors, signaling a more durable foundation for growth. Canadian employment data were also surprisingly strong, reversing some of the weakness in hiring this year.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

06/01/2026

Happy Pride Month! 🌈

This June, we celebrate love, authenticity, and the courage it takes to live as your true self.

Pride is about visibility, acceptance, and progress. It's about creating spaces where everyone feels safe to plan for the life they envision, whether that's marriage, family planning, retirement, or legacy building.

Weekly market wrap 05/30/2026

Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets seen this year, with equities hitting new record highs and bonds rebounding.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

Want your business to be the top-listed Accountant in Pickering?

Click here to claim your Sponsored Listing.

Location

Address


1099 Kingston Road/Unit 250
Pickering, ON
L1V1B5

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm