Jack is a Back Office Administrator who supports a wide range of administrative functions, with a focus on facilitating new client account openings and ensuring smooth onboarding experience. He coordinates documentation, account set up and communication between...
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...
Wendy brings over 15 years of experience in the client administration and support area. Wendy has a Bachelor of Science (Math & Chemistry) as well as a diploma in Computer Science. She is also a graduate of the Canadian Investment Manager Course (CIM).
Colleen brings to the team, over 25 years of experience in the portfolio administration and support area. Colleen is a graduate of the Canadian Investment Manager Course (CIM) and Professional Financial Planning Course (PFP) and is a Fellow of the Canadian Securities...
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...
Brie is an accomplished client service specialist who excels in providing personalized back office services to clients and advisors in the wealth management industry. With over 10 years of experience, Brie has a proven track record of building strong client...
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...
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...
