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.

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

Services 

Portfolio Management

Wealth & Estate Planning

Cash Management

Financial Planning for Women

Divorce Services

"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, Canada