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.

 

Ini Nadar

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.

Strategic Partner

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.

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