Darice has spent the last decade taking care of clients through the process of wealth accumulation, wealth protection, and wealth transfer.
Her wealth management offering layers investment portfolio management with planning. With access to RBC Wealth Management’s team of 200+ financial planners, lawyers, accountants, and other specialists, she ensures her clients have access to the guidance they need, all in one place.
Her expertise is in the logistics. For investment management, this means structuring a portfolio to maximize after-tax (rather than pre-tax) returns. Investment strategies focus on asset, sector and geographic allocation, as well as individual security selection, involving index and alternative strategies where it makes sense.
When it comes to planning, Darice ensures all clients have a good understanding of their financial situation today and in the future, along with actionable items and a review process to optimize their situation between their family, personal, and business finances. Planning considerations include will and estate planning, business succession, retirement and estate planning, executor and trust services, insurance, and tax-minimization.
In her spare time, Darice enjoys golf, snowboarding, running, knitting, and tennis.
Darice holds the Chartered Investment Manager (CIM®) designation offered by the Canadian Securities Institute as well as the Certified Financial Planner (CFP®) designation issued by FP Canada.
