Darcie Crowe Recognized with Top Advisor Award
Kellyanne Yep - Jan 28, 2020
This month, Wealth Professional Canada magazine named Darcie as one of their Top 50 Advisors for 2020. Darcie was recognized for her institutional, "smart money" approach to private wealth management for executives and business owners.
This month, Wealth Professional Canada magazine named Darcie as one of their Top 50 Advisors for 2020. Darcie was selected amongst hundreds of nominations and thousands of advisors across Canada – a true testament to her services and most importantly, the relationships she’s built with all of you.
In order to determine this year’s Top 50 rankings, Wealth Professional reviewed the size of an advisor’s average client as well as client retention, longevity and total assets under management and growth.
“At Crowe Private Wealth, my prerogative is to serve a limited number of individuals and families in order to offer personalized, world-class advice and service. I maintain a tight book of clients to uphold our capacity to provide service levels that address your needs. My aim is to preserve the wealth you’ve sacrificed so much to create.
I am thrilled to have been recognized for my institutional approach to private wealth management for executives, business owners and clients undergoing transitional events. I have always believed in identifying and deploying strategies to prudently protect and diversify your wealth. My hope has been to provide a boutique-like experience with the objectivity of a truly independent platform, and the backing of a global, full-service financial firm.
I am very much appreciative of your support, and look forward to continuing our partnership for years to come."
Thank you all for your trust and confidence – we look forward to a wonderful 2020.