
Croft Financial Group
Email address and contacts
Quick try with Jordan Rosenberg from croftgroup.com
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.
Employee count
11-50
Industry
Investment ManagementHeadquarter address
251 Consumers Road, 801, Toronto, Ontario M2J 4R3, CA
Country
Canada
Founded
1988
Company website
https://croftgroup.com
Key Employees
- Jordan RosenbergHead of Business Development & Advisor Training
- Jason AyresChief Executive Officer
- Samantha KeoghOnboarding Administrator
Croft Financial Group competitors and alternatives
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







