Our Services

We build trusted relationships with clients by providing services based on integrity and comprehensive, personalized advice.

We operate akin to a small investment boutique inside a global bank, delivering independent advice and unique opportunities while leveraging Canaccord Genuity’s global resources.

Investment Management

Alternative Investment Strategies
Total Portfolio Construction — Our “Smart Money” Approach

Wealth & Estate Planning

Financial, Retirement & Succession Planning
Tax Planning, Insurance & Wealth Protection Solutions
Wealth Transfer, Legacy & Estate Planning
Managing Through Transitional Life Events

Cash Management Solutions

Cash Management & GIC Strategies

Financial Planning for Women

Proactive Wealth & Retirement Planning
Cash Flow & Income Strategies

Divorce Services

Holistic Financial, Wealth & Estate Planning
Asset Protection & Investment Management
Financial Confidence & Education

I have known Darcie for over 15 years and have worked very closely with her. Darcie is what you want in a financial advisor – confident, intelligent and someone who possesses good judgement. She has become a good friend and has helped me do very well in my passive investment portfolio with good downside protection. She also has an intimate understanding of alternative asset managers. I strongly recommend and endorse her.
James (President; CEO; Board Member; Vice Chairman), Toronto