Marcy Ages, BA, CIM, CFP®, CPCA, CLU
Private Wealth Advisor, Associate Portfolio Manager
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 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. 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 the firm 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.