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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

"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

Contact Us Today

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