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Darcie Crowe, CIM, PFP, CDFA

Senior Vice President & Portfolio Manager

Morgan Steele, CFA

Investment Advisor

Kellyanne Yep, CIM, RIAC

Associate Portfolio Manager


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.

COVID-19 Update | May 2020


In the wake of COVID-19, investors are facing more questions than ever. We are keeping our phone lines open for friends and family, to ensure we have conversations with those looking to recheck their financial affairs. 


If you would appreciate a 20-minute telephone or Zoom consultation with Darcie, please give us a call today. We're happy to help.