Darcie Crowe, CIM®, FCSI®, PFP®, CDFA®
Vice President, Portfolio Manager & Senior Investment Advisor
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, 2016 and 2017 Chairman’s Club.
LUDOVIC SIOUFFI, MBA, CIM®, FCSI®
Portfolio Manager & Insurance Advisor
With years of professional and personal financial market experience, Ludovic specializes in providing comprehensive and tailored investment solutions to high net worth families, entrepreneurs and corporate entities to help them achieve peace of mind.
Prior to entering the investment industry, Ludovic managed a team of Corporate Foreign Exchange Traders. He and his team developed and implemented the most effective exchange rate solutions for their business to mitigate price fluctuations between major currencies. Strategies would include the use of futures, forward contracts, options and other derivatives to hedge potential risks.
Ludovic joined Canaccord Genuity Wealth Management in 2012. His passion was to apply similar risk mitigation strategies, learned from his years in foreign exchange, to the personal wealth management world. After only three years in the business, Ludovic was awarded the Top New Advisor of the Year Award, across all investment firms in Canada. He holds the Chartered Investment Manager (CIM®) designation, which allows him to offer high-level investment strategies tailored to affluent clients. Ludovic also serves as a licensed Life Insurance specialist, to ensure comprehensive estate transitions. In addition to his Bachelors of Science degree, Ludovic also completed his Master of Business Administration (MBA) degree through the University of Hong Kong in partnership with Columbia Business School in New York.
Ludovic is a strong believer in giving back to the community you live in, and as such dedicates a lot of his time to a variety of organizations in the city. Dearest to his heart is his involvement as a Young Leader with the St. Paul’s Foundation. The Young Leader’s mission it is to bring awareness for the work that St. Paul’s Hospital is doing both locally and globally to the next generation.
KELLYANNE YEP, B.COM
Associate Investment Advisor
Kellyanne possesses an unwavering focus on client relationships, and is pleased to assist new and existing clients on their path towards lifelong financial management success.
Kellyanne holds a Bachelor of Commerce (Accounting) from the University of British Columbia, and is currently pursuing her Chartered Financial Analyst designation. She is fully licensed, and enjoys assisting clients with portfolio strategy, trading requests and general inquiries. With a practiced attention to detail, honed within the luxury goods sector, Kellyanne is also primary contact for all marketing and events.
Kellyanne believes in volunteerism to support the unique stories within our community and is passionate about female entrepreneurship and cancer research. She has spent the past ten years fundraising and advocating for organizations such as the Canadian Cancer Society, Canadian Breast Cancer Foundation, and the Forum for Women Entrepreneurs.
INI NADAR, B.COM
Investment Advisor Assistant
Ini has accrued over a decade of administrative and sales experience within the financial services sector, and is key to ensuring efficient day-to-day operations within our team.
Ini is fully licensed and prides herself on best-in-class customer service. She is pleased to act as a touchpoint for our clients in regards to trading, documentation and other general administrative requests. In addition to her industry licensing, Ini holds a Bachelor of Commerce degree.
In her free time, Ini enjoys hiking and spending time with her son and daughter.
Paul Marion, CLU, CHS
Managing Director, Wealth Management
Canaccord Genuity Wealth & Estate Planning Services Ltd.
With over 20 years experience in the finance industry, Paul is our Insurance and Estate Planning specialist. His role is to implement and enhance each individual’s advantages to ensure your estate plan is optimally structured. If needed, Paul will make the necessary changes to your current estate plans in order to achieve the maximum amount of income in retirement while leaving the largest possible gift to loved ones or charity.
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.
Ludovic has the old-school drive and work ethic that gives me complete confidence in his abilities to bring financial success to his clients. He has worked hard to get to where he is today, is highly educated and is truly passionate about what he does.
— J. Hakim