Darcie Crowe, CIM, PFP, CDFA
Senior Vice President & Portfolio Manager
Senior Financial Advisor
Darcie Crowe is Vice President, Senior Financial Advisor and Portfolio Manager with Canaccord Genuity Wealth Management. She provides clients a comprehensive wealth solution including customized investment portfolios as well as wealth and estate planning expertise. Darcie emphasizes building trusted relationships with clients and offering services based on integrity and comprehensive, personalized advice.
Darcie has over 15 years of experience in financial services, beginning her career with Genuity Capital Markets as a member of the Investment Banking and Equity Capital Markets teams. In 2010, Darcie shifted her focus to working with individuals and families in reaching their investment and estate planning objectives.
As a holder of the Certified Investment Manager (CIM) designation, Darcie provides the expertise related to structuring of portfolio strategies through a process of strategic asset allocation, discretionary portfolio management and selection of alternative solutions to increase diversification and efficiency of client portfolios. Each client’s unique circumstances lay the foundation for implementing the most suitable investment strategy tailored to individual goals and objectives.
As a holder of the Certified Divorce Financial Analyst (CDFA) designation, Darcie is also uniquely positioned to assist clients in the financial aspects of working through or following the transition of divorce.
Darcie is a graduate of the honors business administration (HBA) program at The Richard Ivey School of Business.
Darcie has been recognized at Canaccord Genuity Wealth Management as a member of the 2014 and 2018 President’s Club and 2015, 2016 and 2017 Chairman’s Club.
Morgan Steele, CFA
Morgan has a very well-rounded financial background in equities, fixed income and alternatives. His previous positions as a High Yield Bond Analyst at IA Clarington and as a Research Analyst for a global hedge fund help him to create modern portfolios that deviate from the traditional 60/40 mix. He believes in the value of asset allocation and diversification to provide returns, and always looks to be protected on the downside. Morgan holds a Bachelor of Commerce from Dalhousie University where he was on the Dean’s list and is a CFA Charterholder. He is also fully options licensed.
Kellyanne Yep, BCOM, RIAC
Associate Investment Advisor
Kellyanne is passionate about giving back, and positive impact sits at the core of her pursuits. Volunteerism grounds her daily perspective, particularly in regards to the struggles faced within our community and the opportunities we hold to effect change.
As a proponent of conscious capital and sustainable enterprise, Kellyanne is pleased to work with clients who share similar values. Improving female financial confidence – when women have been shown to statistically outperform as investors, yet demonstrate a marked lack of confidence – remains a core driver of her collaborative, family-oriented approach. Kellyanne believes in wealth management as a vehicle for education, to spark conversation and awareness about philanthropy and legacy amongst wealth inheritors.
Kellyanne holds a Bachelor of Commerce (Accounting) from the Sauder School of Business at the University of British Columbia. She has achieved her Responsible Investment Advisor Certification (RIAC) with the Responsible Investment Association (RIA), and is skilled in developing impact-driven investment strategies through the marriage of environmental, social and governance (ESG) data and traditional analysis.
Paul Marion, CHS, CLU
Managing Director, Wealth Management – Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.
Paul is responsible for wealth & estate planning at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to working at Canaccord, Paul founded a financial planning service, Strategic Insurance, specializing in wealth management and tax planning services which focused on unique and advanced planning techniques. Before founding his financial planning practice, Paul had over 10 years’ management experience at large multinational manufacturing companies. Paul holds certification as a Certified Health Specialist and Chartered Life Underwriter (CLU), a professional financial designation specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning and wealth transfer.
Anne Jackson, BBA, CMA
Wealth & Estate Planning Specialist
Specializing in wealth planning for affluent individuals, Anne has been in the accounting and financial industry since 1996. Her accounting background, combined with her varied employment history, has helped develop her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients. She is committed to fully understanding a client's individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.