About Us

 

Crowe Private Wealth was founded in 2010, when Darcie made the decision to transition from the institutional side of the business into wealth management. Her experience in capital markets provided a fundamental backdrop that she wanted to apply to the retail investor. She saw a gap in access to opportunities for retail investors, and she knew she could bridge that gap.

 

We are now 10 years in, and we are incredibly grateful for the opportunities we've had in implementing an institutional, “smart money” approach with clients across the country. Whether working with a business owner through a liquidity event, a couple entering retirement years or senior executives and professionals, our “endowment model approach” has proven to build, preserve and protect client capital while providing a significantly enhanced investor experience.

 

Our team is pleased to have received continued industry recognition for our approach, with Darcie having been named a Wealth Professional Women of Influence. This year, Darcie was recognized as a Top 50 Advisor in Canada as well as a finalist for the Advisor of the Year in Alternative Investments and the Female Trailblazer of the Year awards.

 

Our Philosophy

We serve a select number of individuals and families in order to provide personalized and comprehensive services. 

 

We place the full weight of our resources at your disposal. 

 

We believe confidentiality and transparency serve as the bedrock of any client relationship, and that in our business, trust is everything.

 

We prioritize agility, in order to seize opportunity through changing landscapes and varied market environments.

 

Who We Serve

Our clients are highly successful individuals who have built significant wealth through years of hard work. We take pride in the opportunity to help them build, preserve, protect and diversify their wealth. 

 

Our Client Commitments

  • Complete confidentiality and privacy at all times

  • Full disclosure of advisor compensation, with a predictable and transparent monthly management fee

  • Proactive, timely communication with investment updates conducted at your preferred frequency (quarterly, annually)

  • Regular performance reporting for your consolidated household, with annual fee summaries

  • Secure, 24/7 online access to your holdings for your peace-of-mind

  • A collaborative working relationship with your trusted partners (accountants, lawyers and more)

  • Tax-efficient solutions with management fees that may be tax-deductible for non-registered accounts