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...
ALEX BRANDOLINI joined R.N. Croft Financial Group Inc. in November 2013 as Research Associate and was promoted in July 2014 to the position of Associate Portfolio Manager. He has been in the industry for over eight years in various capacities, and brings with him a...
MARK MCADAM is a Portfolio Manager at R N Croft Financial, which he joined in 2013. Mr. McAdam is the Lead Portfolio Manager for the CFG Custom Portfolio Corporation – Income Share Class, where he is responsible for portfolio construction, security selection, risk...
Brian McAree serves as an Associate Portfolio Manager at Croft Financial Group (CFG), bringing valuable expertise to the Investment Review Committee (IRC). In his role, Brian collaborates closely with the Portfolio Management team to deliver discretionary investment...
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...
Motivated and innovative Actuarial and Financial Mathematics graduate with extensive academic training in financial modelling and data analysis techniques, Freda has extensive experience in information gathering, creating analytical reports by using SQLite, Excel,...
NEIL GROSS is a capital markets policy consultant based in Toronto. He is a member of the CEO Advisory Council at the Ontario Securities Commission (OSC) and the national Investor Advisory Panel for Canada’s regulatory coordinating body, the Canadian Securities...
