Croft Financial Group
Investment ManagementView the employees at
Croft Financial Group-
Mark A. McAdam, CFA Portfolio Manager at R.N. Croft Financial Group inc.
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Toronto, Ontario, Canada
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Rising Star
Brian McAree Research Analyst / Portfolio Administrator at Croft Financial Group-
Richmond Hill, Ontario, Canada
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Rising Star
Shilei (Freda) Chen On-boarding Specialist @ CFG-
Hamilton, Ontario, Canada
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Rising Star
Jack Morris Portfolio Manager with RN Croft Financial Group-
Winnipeg, Manitoba, Canada
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Top 1%
Jason Ayres DMS Chief Executive Officer at Croft Financial Group-
Toronto, Ontario, Canada
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Rising Star
Overview
R N Croft Financial Group Inc. is a Licensed Discretionary Portfolio Management and Investment Fund Management company serving investors and investment professionals across Canada since 1993. Our Portfolio Managers, Financial Planners, Tax and Insurance Specialists work together to help achieve the specific goals of our clients. Our investors and advisor partners benefit from an integrated wealth management approach, backed by the RWM™ designation, which includes investment, tax, estate and insurance planning as part of our complete wealth management process.
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