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Croft Financial Group

Email address and contacts

Quick try with Neil Gross 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.

Key Employees

  • Neil Gross
    Independent Director
  • Shanthi Balasingham
    Controller
  • Alex Brandolini
    Associate Portfolio Manager

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New team members of Croft Financial Group

Jack Morris
Portfolio Manager
Brian Wilkinson
Referring Partner
Diane Bode
Vice President, Operations
Kenneth Mulders, CFA
Portfolio Manager, COO & CCO
Rod Bristow
Principal
Amanprit Kaur
Administrator
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