Get to Know Us | Crowe Private Wealth

At Crowe Private Wealth, we deliver personalized and comprehensive services. We place the full weight of our resources at your disposal. Most importantly, we believe confidentiality and transparency serve as the bedrock of any client relationship.

Please get to know us — as a leading expert within the alternative space, Darcie has been featured by BNN Bloomberg, Investment Executive, Advisor's Edge, the Financial Post and more. A selection of our publicly available insights are below. To receive our subscriber-only commentary, please sign-up below.

 

Stay in the Know

 

Start Here: Who We Are

 

Defining Our "Smart Money" Approach

 

Media & Features

"Why Are Alternatives Critical?" (BNN Bloomberg)

CPW Spotlight *Subscriber Only*

Through over a decade of making use of alternative investments within portfolios, our team holds deep relationships with leading alternative managers across the country. These institutional connections, as well as ongoing due diligence and research, allow us to identify and strategically allocate to the best institutional solutions for our clients.

As an industry subject matter expert, Darcie has received national recognition for her institutional approach to alternative asset allocation (2020 Advisor of the Year, Alternative Investments.)

We take pride in facilitating exclusive access to top institutional managers by way of private client events and online seminars. We feature innovative strategies to our subscribers, with a focus on both non-traditional and traditional asset classes to reduce portfolio correlation, enhance absolute returns and mitigate volatility.

Please see below for a sampling of webinars available for distribution:

 

Fall 2020 | Ninepoint Partners Canadian Senior Debt Fund | Wayne R. Ehgoetz, President & CEO, Waygar Capital Inc.

Wayne Ehgoetz is the President and Chief Executive Officer of Waygar Capital Inc. He has spent over 30 years immersed in Canadian asset-based lending; having led Stanchart Business Credit, the first asset-based lender in Canada prior to acting as Managing Director and Group Head for Scotiabank. Wayne retired from Scotiabank in the fall of 2014 to join Waygar Capital Inc. and currently manages the Ninepoint Canadian Senior Debt Fund.

 

Fall 2020 | Cortland Credit Group Inc. | Sean Rogister, CEO

Founded in 2013, Cortland Credit Group Inc. is an alternative asset management firm with a special focus on conservative private debt investment strategies. Their flagship fund is based on their unique Supply Chain Finance asset-based strategy and provides credit to fast growing mid-market enterprises in Canada.

 

Summer 2020 | Centurion Asset Management | Greg Romundt, CEO & Co-Founder

With over $3.4 billion under management and over 10,000 multi-family units across Canada and the United States, Centurion Asset Management is a recognized leader in Real Estate Investment and Property Management.

 

Spring 2020 | Waratah Capital Advisors | Jessica Clark Barrow, Executive Vice President

Waratah Capital Advisors manages over $2 billion in assets, with a specialization in alternative strategies. To access the replay with Jessica, please email us directly.

 

Market Updates

Fall 2020 | How Will the U.S. Election Impact the Markets?

To receive a real-time update as to how we are positioning clients for the current market environment, please give us a call today.

Stay in the Know

The above is a small sample set of the award-winning commentary and market insights we provide to clients, friends and family. To receive our Alternative Spotlight updates featuring top alternative asset strategies, as well as seminars with leading portfolio managers across the country, sign-up below.

 

Sign-Up Today