Jason Ayres is CEO of the Croft Financial Group, partner in the firm, member of the Board of Directors and a Derivative Market Specialist by designation. As CEO of the Croft Financial Group (CFG), Jason also oversees two wholly owned subsidiary companies: Castlemark...
KENNETH MULDERS, CFA, is Chief Operations Officer and Chief Compliance Officer for R. N. Croft Financial Group Inc. He oversees and leads a team of Portfolio Managers and associated relationship managers to deliver superior, risk‐efficient discretionary investment...
Diane's key strengths include the ability to achieve maximum gains in client satisfaction and cost control. Adaptable, thriving in an environment of challenge and change, she works tirelessly to ensure CFG is operating seamlessly.
RICHARD N. CROFT has been in the securities business since 1975. Since February 1993, Mr. Croft has been licensed as an investment counselor/portfolio manager. Richard has written extensively on utilizing individual stocks, mutual funds and exchangetraded funds within...
Jason is an accomplished sales and investment management professional . Previously he has been responsible for driving strategic arrangements using a consultative approach with financial advisors, mutual fund and investment dealers. Over Jason’s 28-year career within...
A native of Kitchener, Ontario, Jordan is a graduate of Carleton University with a degree in Law & Sociology. Jordan entered the financial services industry in 1991 selling Investments, Life and Disability Insurance. In 1993 he joined Dynamic Mutual Funds and...
Nathalia Castilho Junqui holds a Bachelor's Degree in Economics and an Honors Diploma in Accounting and currently serves as the Group Financial Controller for Croft Financial Group and its two wholly owned subsidiaries, Castlemark Wealth Management and The Accounting...
