Marcia joined Financial Wealth Builders in 2010 and is the Manager of Business Development and Client Onboarding. Her responsibilities include leading the business development and new client onboarding efforts of the firm. Marcia is responsible for developing and executing strategies that increase opportunities to strengthen the firm’s relationships with current and prospective clients through enhancing client experiences. Additionally, she supports the team’s efforts to efficiently and properly transition new client portfolios to the firm.
Marcia lives in Toronto with her husband Kevin and young son Jaylen. Her hobbies include yoga, reading, and running after Jaylen!
Phone 416-497-9577 x 224