Croft Financial Group
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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Verified contacts
16
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
1
tools in use
Monthly traffic
43
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- BG
Burhan Gulzar
Investment Analyst · Finance & Accounting
EmailPhone - JR
Jordan Rosenberg
Head of Business Development & Advisor Training · Other
EmailPhone - DB
Diane Bode
Vice President, Operations · Operations
EmailPhone - JM
Jack Morris
Portfolio Manager · Finance & Accounting
EmailPhone - MA
Mark A. McAdam
Portfolio Manager · Finance & Accounting
EmailPhone - NJ
Nathalia Junqui
Controller · Finance & Accounting
EmailPhone - BM
Brian McAree
Associate Portfolio Manager · Finance & Accounting
EmailPhone - BW
Brian Wilkinson
Referring Partner · General Business & Management
EmailPhone - SC
Shilei Chen
Trading & Advisor Support Systems Administrator · Information Technology
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Croft Financial Group
14 distinct titles indexed · top 10 shown.
- 2portfolio manager
- 2trading & advisor support systems administrator
- 1associate portfolio manager
- 1chief executive officer
- 1controller
- 1head of business development & advisor training
- 1head of corporate development, portfolio manager
- 1investment analyst
- 1motion designer and video editor
- 1nurse
- +4more titles
Sign up to unlock all 16 contacts at Croft Financial Group
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