Marcy Ages, CIM, CFP^®, CPCA, CLU, BA

Location
Toronto, Ontario

“It’s important to me that my clients feel secure enough to enjoy their retirement without having to worry about their finances.” 

Helping my high-net-worth clients move toward financial independence is what drives my proactive, detail-oriented approach. I cut through financial jargon to ensure my clients are well informed about their options, so they can actively participate in decisions about their futures. With my average client relationship being 20 years, they trust that I will always put their best interests first.

Many of my clients are single women without dependents. I ensure they’re well equipped to thrive financially during their working careers and far into retirement. As a Certified Financial Planner^®, I add value to my role as an Associate Portfolio Manager by taking into account relevant areas of financial planning, such as tax optimization and estate planning, when managing portfolios. With a comprehensive plan in place, my clients can enjoy the fruits of their labour without worrying about the impact on their finances or lifestyle in retirement.

Having begun my career in 1997 under one of CWB Wealth’s legacy firms, I have experience working with clients through various economic conditions. I hold several industry designations, including Canadian Investment Manager (CIM), CERTIFIED FINANCIAL PLANNER^® (CFP^®), Certified Professional Consultant on Aging and Chartered Life Underwriter. I also have a BA in Mathematics for Commerce from York University.