Experience a Real Approach to Wealth Management
Experience a Real Approach to Wealth Management - Wealth is not just about money; it's about freedom, security, dreams, and legacies.
get our regular market updates
monthly briefs and insights right to your inbox
What is Real Wealth Management™?
Real Wealth Management™ is a comprehensive approach to financial planning that focuses on maximizing and maintaining the real value of a client's wealth over time. It involves a combination of investment management, tax planning, estate planning, and risk management to ensure that all aspects of a client's financial life are addressed in a cohesive and strategic manner.
Portfolio Managers’ Brief: December 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Who is The Accounting Place
The Croft Financial Group (CFG) has made a strategic investment in acquiring The Accounting Place as part of an overall Real Wealth Management™ offering to our advisor partners and clients.
Investment management firm acquires additional expertise for its Real Wealth Management™ offering
Croft Financial Group now offers its advisors and clients additional financial planning, insurance, and tax planning expertise
PART 2: PORTFOLIO MANAGERS’ BRIEF Conversation With Founder & CIO Richard Croft – October 2023
In this second part to my discussion with Richard Croft Founder & CIO, we discuss portfolio rebalancing and portfolio performance comparative to the stock market indices we track such as the S&P 500, Nasdaq and TSX as well as a brief outlook on our expectations for 2024.
PART 1: PORTFOLIO MANAGERS’ BRIEF Conversation With Founder & CIO Richard Croft – October 2023
In part one of our conversation, Founder and CIO RIchard Croft touches on the anticipated direction of interest rates and how Canadian banks have been impacted by the current economic environment and what to expect going forward. He also comments on inflation expectations and just how we are managing risk in client portfolios.
Portfolio Managers’ Brief: September 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: July 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: June 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
