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...
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 Keogh joined R.N. Croft Financial Group Inc. (CFG) in November 2019 as Head of Corporate Development and Portfolio Manager.Jason brings more than 30 years of experience in investment management, business development and financial services. Working closely with...
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 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...
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...
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...
