Experience

R.N. Croft Financial Group inc.

• Referring Partner

  • Apr 2016 - Present

  R.N. Croft Financial Group Inc. is a boutique portfolio management company, providing fully customized discretionary asset management to discriminating investors. Our investment approach combines low-cost, tax-efficient indexed investment strategies, with targeted active management, and sophisticated options strategies to maximize client returns at any risk level. Our fiduciary commitment to each of our clients ensures that we take an unbiased approach to security selection and portfolio composition based on their best interest. We then implement this approach to the highest standard of care. Show less



Wilkinson Financial Intermediary Services

• Financial Advisor

  • Mar 1990 - Present

  As a Financial Advisor, I hold a provincial license in Ontario for the sale of Life Insurance and I'm able to refer clients to portfolio managers. As a Financial Advisor, I hold a provincial license in Ontario for the sale of Life Insurance and I'm able to refer clients to portfolio managers.



Financial Planning Standards Council (FPSC)

• Canada
• Civic and Social Organizations

• Past Member

  • Jan 1999 - Mar 2021

  As a professional standards-setting and certification body working in the public interest, FPSC’s purpose is to drive value and instill confidence in financial planning. FPSC ensures those it certifies ( Certified Financial Planner® professionals and FPSC Level 1® Certificants in Financial Planning) meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics. As a professional standards-setting and certification body working in the public interest, FPSC’s purpose is to drive value and instill confidence in financial planning. FPSC ensures those it certifies ( Certified Financial Planner® professionals and FPSC Level 1® Certificants in Financial Planning) meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics.



Advocis

• Canada
• Financial Services
• 1 - 100 Employee

• Past Member

  • Mar 1990 - Apr 2020

  Advocis is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada, representing approximately 12,000 members in 40 Chapters. With over a century of history through our predecessor organizations, Advocis' heritage, experience and expertise make it the definitive voice of the profession, advocating for professionalism and consumer protection. Advocis is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada, representing approximately 12,000 members in 40 Chapters. With over a century of history through our predecessor organizations, Advocis' heritage, experience and expertise make it the definitive voice of the profession, advocating for professionalism and consumer protection.



Sterling Mutuals Inc

• Canada
• Financial Services
• 100 - 200 Employee

• Financial Advisor

  • Feb 2012 - Jul 2018

  Sterling was established in 1996 as an alternative to the traditional mutual fund dealer. Today, we are one of Canada's premier independent dealers currently at 200 associates in all 10 provinces (Ontario, Manitoba, Saskatchewan, Alberta, British Columbia, New Brunswick, Nova Scotia, Quebec, Prince Edward Island, Newfoundland and Labrador). As part of the Sterling Independent Financial Network, our advisors enjoy the benefits of having access to best in class financial products and services with the support of an innovative, advisor-oriented dealer that is committed to service excellence. We are 100% privately owned, allowing us to foster a culture of creativity and entrepreneurialism while minimizing the bureaucracy that comes with many larger organizations. Show less



FundEX Investments Inc.

• Canada
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Mar 1999 - Jan 2012

  The original Mutual Fund Dealer for Independent Financial Advisors. FundEX was at the forefront of contract design for Independent Advisors. The original Mutual Fund Dealer for Independent Financial Advisors. FundEX was at the forefront of contract design for Independent Advisors.



The Mutual Group/Clarica

• Financial Advisor

  • Mar 1990 - Mar 1999

  An agent for The Mutual Group/ Clarica An agent for The Mutual Group/ Clarica