Darcie is a founding partner in DOELL OSMAK Wealth Management. As a financial advisor, Darcie is always looking for ways to go above and beyond to ensure her clients meet their financial goals.
Darcie is a go-getter. She has built her career on continual education from the ground up, working her way up to a variety of investment certifications since 2008-2009.
There’s no stopping Darcie. She is a life-long learner who is eager to soak up information on the latest trends and intelligence in the industry.
Her career has taken the same sort of ground-up trajectory, starting as an administrative assistant in the late 90’s and moving up through a series of progressively, more challenging administrative roles. Before joining Pat Weir Financial Services, she was the manager of the Prince Albert Youth Soccer Association (PAYSA).
Darcie has spent years getting to know many of our clients, and has celebrated milestones with many of them. Her knowledge of the markets, and the products available though our providers motivated Darcie to establish DOELL OSMAK Wealth Management Ltd with Laurianne in 2019.
Darcie is passionate about ensuring their clients’ financial plans remain on track- regardless of their gender, or whether they are single or partnered.
It should be no surprise to anyone that women are making 90% of the financial decisions in North American households. This isn’t just related to simply buying groceries or financing home renovations- it also includes investments, insurance and health coverage decisions.
Darcie is licensed in mutual funds, segregated funds, and insurance. Darcie is currently completing her Certified Financial Planner designation.
As part of her dedication and commitment to her clients, Darcie has completed her Certificate in 3H Financial Planning and Diploma in Financial Planning and Services.