At Croft Financial Group (CFG), safeguarding client and advisor information is a top priority. We’ve implemented a comprehensive Secure Document Handling Protocol to ensure confidentiality, compliance, and peace of mind throughout the onboarding and advisory process. Adobe Sign with Password Protection All onboarding documents sent via Adobe Sign are password protected to ensure only authorized […]

At Croft Financial Group (CFG), protecting our systems and client data begins with robust access controls and secure authentication practices. Multi-Factor Authentication (MFA) We enforce Multi-Factor Authentication on all systems and applications where it is available, including: MFA significantly reduces the risk of unauthorized access by requiring verification beyond just a username and password. DUO […]

Cybercriminals are getting more sophisticated every day — and email remains their most common weapon. At Croft Financial Group (CFG), protecting your data is a shared responsibility. Here’s how you can stay safe from phishing and email threats while working with us. We Will NEVER… Use the SLAM Method to Spot Suspicious Emails Phishing emails […]

All CFG client investment accounts are held in their own name at National Bank. National Bank Independent Network is one of Canada’s leading providers of custodial, trading, clearing, settlement and record-keeping services to independent registered portfolio managers, introducing brokers and investment fund managers. Institutional-Grade Security Backed by National Bank of Canada NBIN benefits from the […]