Our clients are generally very busy people – executives, professionals and entrepreneurs that need to dedicate their time to their own careers, businesses and communities. They rely on our team to provide sound, trustworthy, professional expertise with the comfort of knowing their interests will always come first.
Our clients are typically high net worth individuals and families looking to protect the wealth that they have created through hard work and dedication. Our practice focuses on wealth preservation and includes income and alternative investment strategies designed to provide stable risk-adjusted returns with reduced portfolio volatility.
Estate planning, educational planning, insurance* and philanthropic solutions are all key aspects of the services our team provides with the expertise of our Canaccord Estate Planning team. In addition, we regularly work with our clients’ other professional advisors including tax, accounting and legal specialists to ensure a seamless financial solution.
Darcie is licensed to work with individuals residing in Canada and the United States.
* Offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.