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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.


Some of our areas of expertise include:


Investment Management
  • Absolute Return Investment Strategies

  • Total Portfolio Construction - Enhanced Traditional Approach


Wealth & Estate Planning
  • Financial & Retirement Planning

  • Wealth Transfer, Wealth Sustainability & Business Succession Planning

  • Philanthropic Advisory Services

  • Wealth Education & the Next Gen


Cash Management Solutions
  • Cash Management & GIC Strategies


Financial Planning for Women
  • Financial & Retirement Planning

  • Cash Flow Strategies


Divorce Services
  • Financial Planning

  • Asset Protection & Investment Management

  • Wealth & Estate Planning

Contact Us Today

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