Since 1993

R N Croft Financial Group Inc. has been a Licensed Discretionary Portfolio Management and Investment Fund Management company since, proudly serving investors and investment professionals across Canada. Our comprehensive team of Portfolio Managers, Financial Planners, Tax, and Insurance Specialists collaborate to help clients achieve their specific financial goals.

Real Wealth Management™ (RWM™)

At the core of our service is our approach is Real Wealth Management™ (RWM™). This holistic strategy, backed by the prestigious RWM™ designation, integrates investment, tax, estate, and insurance planning into a seamless wealth management process.

The Power of 3

The Accounting Place and Castlemark Wealth Management, two wholly owned subsidiaries of R N Croft Financial Group Inc., play a strategic role in delivering this integrated wealth management approach. By combining the tax expertise of The Accounting Place with the advanced financial planning services of Castlemark Wealth Management, we ensure that every aspect of our clients’ financial needs is addressed under one roof.

This fully integrated approach is designed to optimize financial outcomes and deliver lasting value—ensuring that every decision positively impacts your financial future.

What is a Real Wealth Manager™?

A Real Wealth Manager™ is a professional who has taken a comprehensive approach to wealth management by focusing on both the accumulation and preservation of wealth. The Real Wealth Manager™ works closely with the portfolio manager,  taking into consideration tax planning, retirement planning, estate planning, and other financial planning aspects to provide holistic financial solutions to clients. It’s about understanding the client’s full financial picture and goals, and providing tailored advice accordingly.

We proudly support the REAL WEALTH MANAGER™ (RWM™) DESIGNATION