Experience an integrated approach

to growing your wealth

WHAT WE DO

Rather than focusing on individual areas of wealth management, our team provides an integrated approach to the long-term growth of your investments. All the elements of your financial universe… working in concert.

R N Croft Financial Group Inc. is a Licensed Discretionary Portfolio Management and Investment Fund Management firm serving investors and investment professionals across Canada since 1993.

Our Real Wealth Management™ approach — guided by RWM™-designated professionals — integrates investment, tax, estate, and insurance expertise to optimize financial outcomes.

Together with our wholly owned subsidiaries, The Accounting Place and Castlemark Wealth Management we provide our advisor partners with added bench strength to address the complex and diverse needs of their clients.

This fully integrated approach can positively impact savings behaviour, wealth accumulation and retirement readiness.

Learn more about THE CROFT ADVANTAGE >

our process

ADVISED HOUSEHOLDS HAVE

2.3X

MORE FINANCIAL ASSETS

* Studies show advised households have 2.3 times more financial assets than those households that do not use a financial advisor over a period of 15 years.

SOURCE: More on the Value of Financial Advisors, Claude Montmarquette, Alexandre Prud’Homme, CIRANO 2020.

step 5

IMPLEMENT

We put the plan into action, setting up the appropriate investment accounts, investing assets in the agreed upon portfolios, setting up contribution and withdrawal requirements and making sure your insurance policies are in place as needed.

step 6

MONITOR

We monitor your investments, fine tuning your holdings as market conditions change. We communicate regularly to ensure your plan remains up to date as you reach certain milestones and as life circumstances change, leading back to DISCOVERY.

STEP 1

DISCOVER

We meet with you to identify and understand your unique goals and objectives.

step 2

GATHER DATA

We gather the relevant financial documents and information needed to create a complete picture of your financial universe.

step 3

ANALYZE & PLAN

We review your total financial picture, assess your needs and bring in specialists as required to build an actionable plan.

step 4

REVIEW & DISCUSS

We meet with you to discuss the plan and review the proposed investment strategy to make sure it’s right for you and your family.

STEP 1

DISCOVER
We meet with you to identify and understand your unique goals and objectives.

STEP 2

GATHER DATA
We gather the relevant financial documents and information needed to create a complete picture of your financial universe.

STEP 3

ANALYZE AND PLAN
We review your total financial picture, assess your needs and bring in specialists as required to build an actionable plan.

STEP 4

REVIEW AND DISCUSS
We meet with you to discuss the plan and review the proposed investment strategy to make sure it’s right for you and your family.

STEP 5

IMPLEMENT
We put the plan into action, setting up the appropriate investment accounts, investing assets in the agreed upon portfolios, setting up contribution and withdrawl requirements and making sure your insurance policies are in place as needed.

STEP 6

MONITOR
We monitor your investments, tuning your holdings as conditions change. We communicate regularly to ensure yoru plan remains up to date as you reach certain milestones and as life circumstances change, leading back to DISCOVERY.

why ADVISORS join us

Build a stronger client service offering

Work collaboratively with our Real Wealth Managers™, financial planners, tax and insurance specialists to achieve client goals on one “platform”.

More choice for clients

Access sophisticated investment products and strategies.

Spend more time with clients

Enhance client relationships and build a better business by leaving compliance, onboarding and administrative burdens to us.

Access to industry specialists in one place

Deliver a suite of integrated financial services to help maximize client wealth.

Access to a succession plan

Our Succession Plan offering takes into consideration the growth of their business and provides the peace of mind that their clients’ will remain in good hands when they retire.

“From the outset, it has been an absolute pleasure working with Croft. I’m impressed with your improvements and hope to take advantage of more of your client services in the coming months.

You have managed to maintain your small business energy and service based approach. It sets you apart from your competitors! And your staff is amazing. “

Carol L. Laidlaw B. Comm, CPA, CFP, CFDS
Certified Financial Planner

“For a small practice and small firm like mine, strategic partnerships are absolutely critical. Partnering with Croft Financial Group has enabled us to offer our clients a much higher level of service and a huge upgrade in our portfolio management, while allowing us to grow in terms of both managed assets and number of advisors. We’re able to do all that while lowering our costs, reducing our compliance requirements and admin, and increasing advisor and firm revenue.

An unparalleled “one stop shop” for any advisor looking to grow their business or service their clients better – or both – partnering with Croft Financial has been the single best move I’ve made in almost 20 years in the industry.”

Scott Bossaly, Principal Broker
Balance Financial
Ottawa, Ontario

“Once I moved my practice to Croft I soon realized how an active / discretionary investment management solution could add growth and risk management strategies that I could not offer clients on my former platform.

As a financial planner, Croft’s efficient business platform enables me to provide my clients with the service, advice and investment solutions they need with the extra time I need to build my practice.”

Kevin Gebert CIM, CFP, FCS
Greenrock Financial Group Inc
Surrey, British Columbia

“The Croft Financial Group platform provides us with industry leading administrative, compliance and discretionary asset management solutions which permit us to focus our time dealing with the individual needs of our clients. Croft is an ideal partner to help us provide independent advice for our clients and to successfully scale up our business.”

 

Daniel Roy, CD, CFP, EPC, CIWM, RRC, CRC, RIS, CEA, FCSI, CIM
Praxis Wealth Management
Ottawa, Ontario

“We developed a relationship with RN Croft Financial Group in July 2021. We have been very pleased by the professionalism and care they provide in client discretionary investment portfolio management.

The Croft portfolio management team devotes endless hours each day monitoring and researching the securities market.

From the CEO and down, we have been impressed with how caring and approachable and informative they are to address client concerns and enhance client experience. ”

Henry Katz, MBA, P.ADM, CFP®, R.F.P., FCIS, CEA
Katz Wealth Management Services
Toronto, Ontario

Do you have a question about our services or investment solutions? Let’s talk!

Set up a call with our Director of Business Development.

INSIGHTS

PORTFOLIO MANAGERS’ BRIEF – November 2024

Back to School
Back to School

Back to School

While students in primary or secondary school will not see any notable changes in finances, it’s a different story for Post-Secondary students as they now enter the world of Financing and Taxation.

Aug 22, 2024 | 4 min read

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