Marcia Roberts

equipe

Manager, Wealth Management Offering

CPA, CA, CDFA, CFP

Spoken languages : English

Marcia is committed to helping our clients understand their financial picture. Whether it is timing your retirement or quantifying how a life event, such as a career change or a divorce, can affect your future cash flow, she works to craft a plan that helps you work through those decisions. With a process that identifies your individual priorities and providing what-if scenarios, she helps you to visualize your financial picture in a way that is meaningful to you.

With five daughters, Marcia balanced her commitment to raising her family with the personal enrichment she obtained through a part-time career, which included working as a Tax Manager for a national accounting firm, specifically on the Personal Financial counselling team. Marcia is a Chartered Professional Accountant as well as a Certified Divorce Financial Analyst, and she maintains strong technical knowledge in these areas.