Marcy Ages BA, CIM, CFP, CPCA, CLU
Senior Consultant & Certified Professional Consultant on Aging
26 Wellington St. East
Toronto, ON M5E 1S2
As a senior consultant in our Toronto office, Marcy helps a full range of clients move toward financial independence. Taking a proactive, detail-oriented approach to her work, Marcy provides advice in all areas of financial planning to clients across the GTA, many of whom are single women without dependents. She works seamlessly with colleagues in T.E. Investment Counsel to provide her clients with comprehensive and customized plans during their working careers and into retirement.
Marcy has particular expertise working with seniors, ensuring that the wealth they have created is well managed and protected for the long-term. As founder of The Care Network, Marcy also works with other service professionals to give her clients and their families peace of mind when it comes to financial, estate planning and assisted living issues.
Marcy has been with T.E. Wealth since she began her career in 1997, and is often quoted in the media for her views on seniors and retirement planning. She has several industry designations, including Certified Investment Manager, Certified Financial Planner, Certified Professional Consultant on Aging and Chartered Life Underwriter. Marcy has a BA in Math for Commerce from York University.
A resident of Toronto, Marcy is also a supporter of the United Jewish Appeal and the Daily Bread Food Bank.
“I have been a client of T.E. Wealth for over 15 years. Marcy has always provided me with sound advice and I know that she is looking after my best interests. It is a pleasure working with Marcy.” [L.R., Toronto]
“I have been a client of T.E. Wealth for over 20 years. They have provided me and my family with comprehensive financial planning, tax services, and investment counseling. Every interaction I have with them yields interesting insights, advice or actions. Despite the turbulent financial times that we live in, I sleep very well at night knowing that we have the right investment strategy for us.” [M.L., Toronto]