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AnalystsClient Services & Onboarding

Burhan Gulzar

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,...

Analysts

Kelly Morris

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...