Skip to Main Content

We look forward to discussing your goals, and the breadth of resources we can place at your disposal.

"Darcie Crowe has managed our financial assets for a significant number of years. Because of her good judgment and her well informed advice, we shall retire with complete peace of mind concerning our finances.”


Cindy & Dan (Founding Partner)   |  Vancouver, Canada


Contact Us Today

Please fill out the form below — we will be in touch to coordinate a time for you to speak with Darcie.

Stay in the Know


To receive our monthly newsletter featuring award-winning market ideas, seminars with family wealth experts and critical financial planning strategies, sign-up below.




Darcie Crowe, CIM, PFP, CDFA

Senior Wealth Advisor & Senior Portfolio Manager

Kellyanne Yep, CIM, RIAC

Associate Portfolio Manager

Morgan Steele, CFA

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.