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 […]

Overview Established in 2011, Castlemark Wealth Management (CWM) is a wholly owned subsidiary of R.N. Croft Financial Group Inc., offering personalized financial planning and wealth management in a boutique-style setting. Castlemark combines the resources of a larger financial institution with the customized service and attention clients expect from a dedicated planning team. Comprehensive Financial Planning […]

The Accounting Place – Strategic Tax Planning Without the Jargon Founded in 1999, The Accounting Place (TAP) brings over two decades of hands-on tax planning and financial expertise to individuals, families, and businesses across Canada. Known for its straightforward, client-friendly approach, TAP helps clients cut through complexity to understand and manage their finances more effectively—saving […]

Canada operates on a self-assessing tax system; taxpayers are ultimately responsible for calculating the amount of tax to be paid on their income. While there are many ways to complete a tax return, there is only one way that is to the best overall advantage of the individual family unit. The Accounting Place (TAP) will […]