Darcie Crowe, CIM®, FCSI®, PFP®
Senior Investment Advisor & Portfolio Manager
Darcie began her career in financial services with Genuity Capital Markets as a key member of the Equity Capital Markets team. Darcie was involved in the structuring, execution and settlement of Canadian equity transactions including initial public offerings, follow-on offerings, private placements, treasury and secondary offerings and pre-IPO private placements.
Upon the acquisition of Genuity Capital Markets by Canaccord Financial Inc. in 2010, Darcie shifted her focus to work with individuals and families in reaching their investment and financial planning goals.
Darcie places great emphasis on staying current with economic and market trends as well as innovative product developments. As a holder of the Certified Investment Manager (CIM) designation, she provides the expertise related to structuring of portfolio strategies through a process of strategic asset allocation, portfolio management and extensive screening and monitoring of third party investment managers. Each client’s unique circumstances lay the foundation for implementing the most suitable investment strategy tailored to individuals goals and objectives. Ongoing monitoring and review of client portfolios, as well as continuous client communications are key aspects of Darcie’s services to ensure client objectives remain top priority throughout changing market environments and life events.
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 President’s Club and 2015 Chairman’s Club.