Our Toronto Team
Darcie Crowe, CIM®, FCSI®, PFP®, CDFA®
Senior Investment Advisor & Portfolio Manager
Darcie has over ten year of financial advisory experience, beginning her career with Genuity Capital Markets in Investment Banking and Equity Capital Markets. Darcie was involved in the structuring and execution of Canadian equity transactions including initial public offerings, follow-on offerings, private placements, treasury and secondary offerings. Upon the acquisition of Genuity Capital Markets by Canaccord Financial Inc. in 2010, Darcie shifted her focus to align with her passion in working 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 and risk management. Each client’s unique personal and financial circumstances lay the foundation for implementing the most suitable investment strategy tailored to individuals goals and objectives. Darcie possesses the Personal Financial Planner (PFP) designation which enables her to offer clients expertise in financial and estate planning, wealth transfer and philanthropic services. Darcie is also a Fellow of the CSI (FCSI) which is the highest honour and most senior credential in Canadian financial services.
Darcie is a graduate of the honors business administration (HBA) program at The Richard Ivey School of Business.
She has been recognized at Canaccord Genuity Wealth Management as a member of the 2014 President’s Club and 2015 Chairman’s Club.
Investment Advisor Assistant
Ini is responsible for all aspects of administration of client accounts and for providing timely and attentive service. With over a decade of experience in various roled in banking and wealth management, Ini specializes in efficient and excellent client service. A results-oriented and experienced professional with strong analytical skills, Ini holda a Bachelors Degree in Commerce with a major in Accounting. Outside of the office, she is an avid hiker and a mom of two wonderful kids.
Paul Marion, CHS, CLU
Managing Director, Wealth Management – Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.
Paul is responsible for wealth & estate planning at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to working at Canaccord, Paul founded a financial planning service, Strategic Insurance, specializing in wealth management and tax planning services which focused on unique and advanced planning techniques. Before founding his financial planning practice, Paul had over 10 years’ management experience at large multinational manufacturing companies. Paul holds certification as a Certified Health Specialist and Chartered Life Underwriter (CLU), a professional financial designation specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning and wealth transfer.
Anne Jackson, BBA, CMA
Wealth & Estate Planning Specialist
Specializing in wealth planning for affluent individuals, Anne has been in the accounting and financial industry since 1996. Her accounting background, combined with her varied employment history, has helped develop her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients. She is committed to fully understanding a client's individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.