Vice President & Certified Professional Consultant on Aging
26 Wellington St. East, Suite 800, Toronto, ON M5E 1S2
T: 416-366-1451 | F: 416-368-9801 Map It
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. 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, helping to ensure the wealth they’ve created is well managed and protected for the long term. As founder of The Care Network, 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 Investment Manager (CIM), Certified Financial Planner® (CFP®), 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.
Conseillers T.E. est une marque de commerce et une désignation commerciale de iA Conseil en placement inc. (« IACP »). IACP est une filiale indirecte en propriété exclusive de Industrielle Alliance, Assurance et services financiers inc. (« IAASF »). IAASF est inscrite à la bourse de Toronto (symbole:IAG). IACP est inscrit à titre de gestionnaire de portefeuille dans toutes les provinces, à titre de gestionnaire de fonds d’investissement en Ontario, à Terre-Neuve-et-Labrador et au Québec, et à titre de courtier sur le marché dispensé en Ontario.