Darcia joined Acumen in the spring of 2018. She brings to this firm, and to her work with her clients, her industry experience since the early 1980’s—which has included having previously operated both through independent, and bank-owned, investment dealers. Acumen provides a combination of the very best of these opportunities, being both independent and having back-office services operated by the National Bank Independent Network. The resulting scope of fixed-income product access at Acumen; the depth of assistance available to the advisor for their clients; and the access to multiple, extensive equity product research sources, are unequalled: which is all to the benefit of the client as Darcia goes through the process of deliberating and making recommendations to develop client portfolios through the course of economic cycles, and in line with clients’ investment time horizons, risk profiles, financial obligations, wealth and retirement objectives.
Having followed the market daily since the 1960’s; having an undergraduate Honours degree, a Master of Natural Resources Management degree, plus multiple investment industry courses which assist her reviews; having worked as an economist preparing projections of GDP, CPI, commodity prices, exchange rate levels and population/industry growth for both business and government; and having provided daily market reports on radio in previous years, Darcia is mindful of the many factors which drive markets and the consequent need to develop diversified multiple-asset portfolios with which clients are comfortable, so as to provide growth for the purpose of meeting clients’ short, medium, and long-term objectives through the inevitable economic cycles. Frequent and routine review and communication with the client regarding their registered and non-registered accounts, their tax, family, business, and social obligations; plus her availability to the client 24/7 if they wish to reach out, are an essential part of this intentionally thorough and comprehensive approach Darcia implements.
Referrals are the greatest reward beyond assisting the client to meet their life’s needs and objectives through their investment portfolios; and other unsolicited requests are always respected, and responded-to.