Wealth is not just about money; it’s about freedom, security, dreams, and legacies. But wealth management can often be a complex task, especially when it is fragmented across various channels. Imagine if you could bring all those aspects of your financial life together under one roof with a solution that is not only efficient and effective, but also uniquely tailored to your individual needs. That’s the transformative power of Real Wealth Management™.
To ensure seamless access to financial services complimentary to what our advisors are currently offering clients, in 2023 we invested in the acquisition of The Accounting Place, a tax planning and preparation business supporting Canadian tax payers since 1998 and Castlemark Wealth Management, a sophisticated financial, estate planning and insurance business serving clients since 2011. Each well-established business is now operating as a wholly owned subsidiary within the Croft Financial Group.
Advisors and clients working with the Croft Financial Group will have a choice to work with experts within these firms, alongside other specialists brought in to support the clients’ individual needs, with a Croft Portfolio Manager assigned to help execute the plan, all coordinated by one of our Real Wealth Managers™, in place to help aggregate important client information, keep the lines of communication open and quarterback the process.
We understand that every Canadian has unique financial goals. Whether you’re planning for retirement, ensuring your children’s education, or building a legacy, a Real Wealth Management™ approach caters to your unique needs and objectives. It is your GPS system for your financial journey, mapping out the most efficient route to your financial destination, anticipating potential roadblocks, and rerouting when necessary.
A siloed approach can often lead to gaps and redundancies. With a Real Wealth Management™ approach, every aspect of your financial life – from investments and insurance to tax and estate planning – is coordinated and optimized. It’s about making your money work as hard as you do. This consolidated view provides clarity, reduces complexity, and increases confidence in your financial future.
The cornerstone of this approach is collaboration. We bring together a team of financial professionals who share their expertise and insights to develop a comprehensive financial plan that is truly personalized. This collaborative approach enables seamless coordination between all elements of your financial strategy. Each professional adds value by delivering specialized knowledge in their area, creating a comprehensive strategy that is greater than the sum of its parts.
And you, the client, are at the centre of this collaborative process. You are not just a passive observer but an active participant. This is not a one-size-fits-all solution, but rather a customized plan tailored to your specific goals and aspirations. It’s about empowering you to make informed decisions about your wealth and future.
Furthermore, Real Wealth Management™ adapts as your life evolves. Whether you’re getting married, welcoming a new baby, changing careers, or planning for retirement, your financial strategy adapts with you. It’s about future-proofing your wealth and ensuring that your financial plan is resilient and flexible.
As Canadians, we understand the importance of relationships, trust, and community. A Real Wealth Management™ approach embodies these values, bringing together a community of experts, working collaboratively, with your best interests at heart.
In summary, Real Wealth Management™ is not just a financial solution – it’s a financial revolution. It offers a holistic, personalized, and collaborative approach that empowers you to achieve your financial goals with confidence and clarity. This is not just about managing your wealth – it’s about enhancing your life.