Our team is perhaps best known for our institutional, "smart money" approach to investment management. We work with executives, business owners and private foundations across Canada and the USA to undertake a highly individualized wealth process for clients, encompassing investment management, comprehensive financial planning and estate planning solutions.
With our offering of alternative investment strategies and an "endowment model for all", we build, preserve and protect clients’ capital. Our strategies are designed to deliver continuity and stability through all market environments, with reduced volatility and a superior risk-adjusted return profile. Our team is based out of both Vancouver and Toronto, and our clients receive independent advice and best-in-class service while reaping the benefits of Canaccord Genuity's global, full-service platform. We are pleased to be entrusted with $250MM in assets under management, and Darcie has been recognized within Canaccord Genuity as a member of the 2015, 2016, 2017 Chairman's Club and 2018 and 2019 President's Club.
With today’s increasingly complex and globally interconnected markets, many investors put their trust in our professional portfolio management expertise to build and protect wealth.
We customize sound, sophisticated investment strategies to build, preserve and protect clients’ capital through a risk-centric investment approach.
Based on in-depth conversations focused on your priorities, our team will work with you to craft a plan that expertly meets your financial objectives, mitigates taxation and leads you confidently towards the future you envision.
A financial plan will ensure you have the necessary information to make the best choices for you and your family.
We have access to the largest network of institutional cash deposits in the country with over 45 banks, trust companies and credit unions. This enables us to offer corporations, foundations and high net worth families access to consistently competitive cash management solutions, all from one account. Working with our partners, we can offer increased yield and diversification for your cash deposits, with lower costs and ease of administration.