As a Vice President in our Toronto office, Marcy helps her high-net-worth clients move toward financial independence. Taking a proactive, detail-oriented approach, Marcy provides advice in all areas of financial planning to clients across the GTA, many of whom are single women without dependents.
Marcy has particular expertise working with seniors, helping to ensure the wealth they’ve created is well managed and protected for the long term. Marcy also works with other service professionals to support her clients and their families with their financial, estate planning and assisted living issues.
Marcy has been with T.E. Wealth since she began her career in 1997, and has been quoted in the media for her views on seniors and retirement planning.
She has several industry designations, including Certified Financial Planner (CFP®), Certified Investment Manager (CIM), 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.