Danielle worked as an attorney until 1997, when she was recruited by an international securities firm. A Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), Danielle co-founded Venable Park Investment Counsel Inc. in 2003. Venable Park was...
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...
John C. Hood is a seasoned portfolio manager with a notable career in the financial services industry. He first registered in the securities industry in 1980 and has amassed extensive experience in trading equities and derivatives. For sixteen years, Hood served as...
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...
CHRISTOPHER CROFT began his career with the Croft team in 2007 in the role of order entry and administrative support. He has played a key role in developing corporate policies and procedures designed to work within the firm’s legal and regulatory environment, as well...
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...
Richard Orrell is a Portfolio Manager with Croft Financial Group (CFG) and a member of the Investment Review Committee (IRC). As a Portfolio Manager, Richard provides discretionary investment advice to individual and institutional clients on the Croft platform. In...
As a registered Portfolio Manager with Croft, Bo actively manages portfolios tailored to clients’ risk levels on a discretionary basis through an efficient 3 mandate trading platform with low fee structure. Clients are invested according to 1 of 3 actively managed LFG...
Jack has proven the age old belief that former teachers make the best advisors, time and time again, since 1981. Teachers are trained to learn and explain their new found knowledge. Jack has made it his mission to continue to learn and develop, and then...
