A Fellow of the Canadian Securities Institute with 30 years of market experience, Cory developed a quantitative risk management method used to address price risk. Cory has a Bachelor of Health Sciences and is a member of the Canadian Society of Technical Analysts...
Burhan joined Croft Financial Group (CFG) as an Investment Analyst Intern in September 2024 and was subsequently promoted to Portfolio Administrator & Research Analyst in April 2025.Burhan exemplifies collaboration by working closely with the Trade Desk,...
Kelly has spent his life preparing for his role as a financial advisor and analyst. After having spent his formative years in Winnipeg involved in anything and everything, he graduated from College Louis Riel, in 1991, and began his journey of discovering the...
Brian McAree serves as an Associate Portfolio Manager at Croft Financial Group (CFG), bringing valuable expertise to the Investment Review Committee (IRC). In his role, Brian collaborates closely with the Portfolio Management team to deliver discretionary...
