Darcie Crowe, CIM, PFP. CDFA
Vice President & Portfolio Manager
Senior Finanial Advisor
Darcie Crowe is Vice President, Senior Financial Advisor and Portfolio Manager with Canaccord Genuity Wealth Management. She provides clients a comprehensive solution including high quality investment portfolios and wealth and estate planning expertise. Darcie emphasizes building lasting relationships with clients and offering services based on integrity and comprehensive, personalized advice.
Darcie has over 15 years of experience in financial services, beginning her career with Genuity Capital Markets as a member of the Equity Capital Markets team. In 2010, Darcie shifted her focus from institutions to working with individuals and families in reaching their investment and estate planning objectives.
As a holder of the Certified Investment Manager (CIM) designation, Darcie provides the expertise related to structuring of portfolio strategies through a process of strategic asset allocation, portfolio management and extensive screening of third party alternative investment managers. Each client’s unique circumstances lay the foundation for implementing the most suitable investment strategy tailored to individuals goals and objectives.
As a holder of the Certified Divorce Financial Analyst (CDFA) designation, Darcie is also uniquely positioned to assist clients in the financial aspects of working through or following the transition of divorce.
Darcie is a graduate of the honors business administration (HBA) program at The Richard Ivey School of Business.
Darcie has been recognized at Canaccord Genuity Wealth Management as a member of the 2014 President’s Club and 2015, 2016 and 2017 Chairman’s Club.
Investment Advisor Assistant
Ini is responsible for all aspects of administration of client accounts and for providing timely and attentive service. With over a decade of experience in various roled in banking and wealth management, Ini specializes in efficient and excellent client service. A results-oriented and experienced professional with strong analytical skills, Ini holda a Bachelors Degree in Commerce with a major in Accounting. Outside of the office, she is an avid hiker and a mom of two wonderful kids.
Paul Marion, CHS, CLU
Managing Director, Wealth Management – Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.
Paul is responsible for wealth & estate planning at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to working at Canaccord, Paul founded a financial planning service, Strategic Insurance, specializing in wealth management and tax planning services which focused on unique and advanced planning techniques. Before founding his financial planning practice, Paul had over 10 years’ management experience at large multinational manufacturing companies. Paul holds certification as a Certified Health Specialist and Chartered Life Underwriter (CLU), a professional financial designation specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning and wealth transfer.
Anne Jackson, BBA, CMA
Wealth & Estate Planning Specialist
Specializing in wealth planning for affluent individuals, Anne has been in the accounting and financial industry since 1996. Her accounting background, combined with her varied employment history, has helped develop her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients. She is committed to fully understanding a client's individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.