Our Services
Integrity and comprehensive, personalized advice
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.
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