Executive Committee
Kenneth Mulders
CFA
Chief Compliance Officer, Chief Operating Officer, Portfolio Manager
kmulders@croftgroup.com
905-695-2301
Portfolio Managers, Associates PMs & Analysts
Kenneth Mulders
CFA
Chief Compliance Officer, Chief Operating Officer, Portfolio Manager
kmulders@croftgroup.com
905-695-2301
Daniel Roy
CFP, EPC, CIM, FCSI, CIWM, RRC, CRC, RIS, CE
Research Analyst
Praxis Wealth Management
Ottawa, Ontario, K2J 3J3
daniel@praxiswealth.ca
613-440-2734
Kevin Gebert
CIM, CFP, FCS
Associate Portfolio Manager
Surrey, British Columbia
kgebert@croftgroup.com
o:604-503-5678 | m:604-306-7298
Kelly Morris
Research Analyst
Morris Financial
Winnipeg, Manitoba
204-784-2100
Client Services & Onboarding
Corporate Development & Advisor Training
Jordan Rosenberg
Head of Business Development ,
Advisor Training
jrosenberg@croftgroup.com
647-325-4918
Independent Directors
Neil Gross
Independent Director,
Compliance & Regulatory Consultant
neil.gross@componentstrategies.ca