Marcy Z.
About Marcy Z.
Marcy Z. is a Financial Representative at IG Wealth Management, where she has worked since 2017. She has a diverse background in finance, criminology, and community service, with previous roles in various organizations and educational achievements in finance and sociology.
Work at IG Wealth Management
Marcy Z. has been employed at IG Wealth Management as a Financial Representative since 2017. In this role, she provides financial advice and services to clients, helping them to achieve their financial goals. Prior to this position, she worked as an Administrative Assistant at IG Wealth Management for 11 months, from 2016 to 2017. Her experience in both roles has contributed to her understanding of financial services and client management.
Education and Expertise
Marcy Z. has a diverse educational background in finance and related fields. She studied at the Canadian Securities Institute, where she completed the Canadian Securities Course and the Conduct and Practices Handbook Course between 2018 and 2020. Additionally, she attended the IFSE Institute, focusing on Insurance from 2020 to 2021. Marcy holds a Bachelor of Arts in Criminology from Simon Fraser University, which she earned from 2004 to 2008. She also studied Sociology at Concordia University and Creative Arts at Dawson College.
Background
Marcy Z. has a varied professional background, including roles in community service and financial services. She worked as a Community Residential Worker at The John Howard Society of the Lower Mainland of BC from 2006 to 2008. Prior to her financial career, she volunteered at The Sankofa Center in Dome, Ghana, for one month in 2010. Her early career included a position as a Document Content Specialist at RHN CPA in Richmond, BC, from 2013 to 2016.
Professional Experience
Marcy Z. has accumulated significant professional experience across different sectors. Her role as a Document Content Specialist at RHN CPA involved managing and organizing documentation, which enhanced her attention to detail and organizational skills. As a Community Residential Worker, she supported individuals in a residential setting, focusing on their rehabilitation and integration into the community. Her volunteer work at The Sankofa Center provided her with insights into program development and community engagement.