Diane Bode
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.
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Richard N. Croft
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 Keogh
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...
Jordan Rosenberg
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...
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...
Kevin Gebert
Some facts about Kevin: Works with clients in British Columbia, Alberta and Ontario Associative Arts Degree Certified Instructor – The Knowledge Bureau Published Author Developed an Investment Course that is presented to grade 11 & 12 students Volunteer in...
Daniel Roy
Certified as a Retirement Coach, Financial Planner and International Wealth Manager, I provide a unique offering, and serve an equally unique client base – those who value a holistic, informed approach that goes beyond money management to incorporate aspirations for a...
Richard Orrell
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...
