Senior Wealth Advisor & Portfolio Manager
Joyce Marbach heads up the Marbach Wealth Management Team and has been a respected investment advisor in Regina for close to 30 years. She has focused experience in working with retirees, and those about to retire, who want to protect their principal and help ensure their money lasts. Joyce works with investors to help avoid the common mistakes made by many retirees and finds ways to help reduce taxes (as it relates to investments), helping them enjoy a comfortable retirement and preserve their existing financial success. She is able to provide advice on life insurance and options.
Joyce believes formal education plays an important role in successfully advising clients’ on their investments. To that end, she holds the Chartered Investment Manager (CIM®) designation. To achieve this requires many hours of study and the successful completion of multiple exams.
Representing individual integrity and unrivalled professionalism, the designation of Fellow of the Canadian Securities Institute (FCSI) is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education, and solid endorsement from their peers and superiors. This designation is awarded to industry professionals whose training and experience exemplify excellence. It is recognized as one of the highest honours in the financial services industry and is one Joyce has held for over 15 years. She has also acted in the past as the Chair for the National Council of the Fellow of the Canadian Securities Institute.
Joyce is a local girl who, along with her husband, Art, has raised her family here in the city. She is an active member of the community involved with many local associations ranging from sport to church. She has used her financial acumen to benefit the community in the role as past president of the Regina YWCA at a time when the focus for the organization was the multi-million dollar Capital Building Campaign. Joyce is also a past Board Member of the Conexus Arts Centre and a past Member on the board for the Lung Association and Lung Foundation of Saskatchewan. She is also a strong advocate for the South Saskatchewan Community Foundation
Joyce's goal is for the Marbach Wealth Management Team to provide solid advice and excellent service to a select group of highly valued clients. The cornerstone philosophy is asset protection, reduction of risk, diversification, and safety of principal, thus providing financial security.
Insurance products and solutions are provided by NBF Financial Services (NBFFS). NBFFS is not a Member of the Canadian Investor Protection Fund (CIPF). Therefore insurance products are not protected by the CIPF.