Darcie Crowe, CIM, PFP, CDFA

Senior Vice President & Portfolio Manager
Senior Financial Advisor

Morgan Steele, CFA

Investment Advisor

Kellyanne Yep, BCOM, RIAC

Associate Investment Advisor


Toronto Office Address

161 Bay Street Suite 3100
Toronto, ON
M5J 2S1 Canada



Vancouver Office Address

P.O. Box 10337 Pacific Centre
2200 - 609 Granville Street
Vancouver, British Columbia
V7Y 1H2 Canada



As a Senior Investment Advisor & Portfolio Manager I am able to service clients in Canada and United States. If you live outside of this jurisdiction, please contact the Canaccord office nearest you. Click here to send me an email.

Wealth and Estate Planning

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