For the past fifteen years Marcy Ages has looked after all of her clients’ wealth management needs, from financial planning and investment management, to estate planning, philanthropy, asset protection and tax efficiency. She works with you to create a detailed financial plan, enhance investment returns, reduce risk, and increase tax efficiency. She will also provide very specific expert resources when life demands it – whether it’s the birth of a child, the dissolution of a marriage, the sale of a business, or the transition of an estate.
In addition to her investment management and financial planning credentials, Marcy is a Certified Professional Consultant on Aging. This designation provides her with a unique understanding of the health, social and financial aspects of aging. Carrying on the holistic approach that she has always employed in her financial planning practice, Marcy has formed a group of similarly-focused professionals from a variety of disciplines to provide comprehensive guidance and solutions relating to eldercare, estate planning, housing and end-of-life planning.
Marcy also has expertise in advanced estate planning, having achieved the Chartered Life Underwriter designation in 2012.
Recognized for her success in helping people, especially women and seniors, become financially self-sufficient, Marcy has been quoted on the CBC website, in the National Post, Advisor’s Edge magazine and MoneySense magazine, and featured on the Money and Business show on Radio Shalom (CJRS 1650 AM).