This website uses cookies and similar technologies to collect information from you for analytics purposes and to present personalized content or ads to you (Optional Cookies). By clicking “Accept All” you consent to the use of these Optional Cookies. Click “Reject All” to decline these cookies. For more information on our use of cookies, see our CWB Online Privacy and Interest - Based Advertising | CWBank Group

  1. Home
  2. Who We Are
  3. Our Team
  4. Marcy Einarsson

Marcy Einarsson

SAVP, Wealth Compliance and CCO, CWB Wealth Management

Email
[email protected]

Office Phone
416.366.1451

LinkedIn Profile
Marcy Einarsson

Location
Toronto, Ontario
“Always leave things better than you found them … especially people.”
A go-to expert on all things compliance, Marcy has an uncanny ability to make complex rules more comprehensible for colleagues and clients alike. She brings more than 25 years of asset management and compliance experience to the CWB Wealth team, helping to ensure that the firm complies with all regulatory requirements with the goal of helping clients achievement their financial goals.

Prior to joining CWB Wealth in 2023, Marcy held increasingly senior roles in portfolio and investment fund administration, regulatory reporting and compliance for bank-owned, insurer-owned and independent asset managers. She holds a B.A. in Economics.

Beyond the Office

Having lived in various cities in Canada, Marcy recently moved to Niagara-on-the-Lake to enjoy more of what life has to offer. She joined a local rowing team and is learning to sail. And when not on the water she can be found exploring wineries and walking her two French bulldogs, Gilda and Wolfie.