Croft Financial Group

Email address and contacts

Quick try with Jordan Rosenberg from croftgroup.com
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Croft Financial Group company description

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.

Key Employees

  • Jordan Rosenberg
    Head of Business Development & Advisor Training
  • Jason Ayres
    Chief Executive Officer
  • Samantha Keogh
    Onboarding Administrator

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4.8 from 1100+ reviews. 100,000+ happy users

New team members of Croft Financial Group

Brian McAree
Associate Portfolio Manager
Jason Keogh
Head of Corporate Development, Portfolio Manager
Nathalia Junqui
Controller
Mark A. McAdam
Portfolio Manager
Kenneth Mulders
Portfolio Manager, COO & CCO
Diane Bode
Vice President, Operations
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