the Croft Advantage

Since 1993 investors and investment professionals across Canada have been joining The Croft Financial Group. Our unique suite of services supports licensed Portfolio Managers and other financial industry professionals with an entrepreneurial mindset under a customized referral partnership agreement.

By embracing the Integrated Wealth Management philosophy, we enable financial industry professionals to strengthen their business offering. Working collaboratively with our portfolio managers, financial planners, tax and insurance specialists, we  achieve client goals by offering a range of investment products selected to meet financial plan objectives.

Our Advisor partners spend more time with their clients and building their business, leaving the compliance, portfolio management, onboarding and administrative burdens to the CFG Team.

Why do advisors & investors across Canada choose Croft?

Collaborative environment

Access to resources

Bench strength

Our suite of services and solutions is available to portfolio managers, financial professionals, and investors across Canada.

financial advisors

We align our interests with you and your clients through a fully integrated business platform that provides the freedom, flexibility, and scalability to grow your business in the direction you choose.

portfolio managers

We help you reduce administrative burdens, improve operational efficiencies, and better support your clients through a suite of services while enhancing your trading and investment practices.

investors

Drawing from over 30 years of experience, we construct a diversified portfolio for you that aims for optimal performance at your chosen risk level and manage it actively for risk and opportunity.

BENEFITS

FINANCIAL ADVISORS
portfolio managers
investors
1
Digital onboarding and administrative support
2
Online access to portfolio holdings, performance reporting and statements
3
Compliance and regulatory oversight
4
Multi-manager - access to shared insights of an experienced team
5
Diversified blend of investment styles
6
Passive and active portfolio styles
7
Separately managed accounts with customized investment solutions
8
Access to all Croft Financial Group custom funds
9
Flexible business structures
10
Refer clients or transition your entire business
11
Access tax-efficient equity and income pools
12
Build custom pools to manage client assets more effectively
13
Option to build custom funds to purchase and to hold on your current platform
14
Discretionary Portfolio management
15
Regular Portfolio manager updates on market outlook, expectations, actions
16
Transition planning and financing
17
Competitive fee structure lower than industry standard
18
Income Tax Returns (Personal and Corporate), Estate Planning, Life Insurance, Financial Planning

Simplified compliance:
Responsibility rests with CFG

Grow your business:
Potential for higher revenue stream

Licensing made simple:
No need for MFDA or IIROC licensing

Optional succesion plan:
Plan for the future with top dollar valuations

GROWTH, SUCCESSION & EXIT STRATEGIES

The objective of any entrepreneur is investing in one’s own success with the goal of an exit strategy that reflects the time, hard work and passion put into the business. Our advisor partners are limited only by their own drive, work ethic and resourcefulness in their ability to build a valuable business and deliver a higher level of service to clients.

We provide advisors with the ability to grow, expand, entertain new ideas, adjust and adapt quickly to an industry that is ever evolving with the flexibility of being able to offer clients more choices and customized investment solutions. In addition, we provide access to industry specialists who work together to deliver a fully integrated wealth management experience. It’s a win for the investor and the investment professional.

Many investment professionals are feeling the pressure from their firms to grow their business while facing shrinking margins, limited product choice as well as increased compliance and regulatory responsibilities.

Our goal is to help Advisors and Portfolio Managers provide high level financial services to investors at a comparative to lower cost, with more investment solutions to meet client needs, while providing greater flexibility and freedom in how they manage their business, at the same time protecting and oftentimes increasing their margins.

Move clients once and continue to enhance your relationships and build your business with us, while delivering a higher level of service through our fully integrated wealth management approach.

And when you’re ready to retire, there’s the opportunity to customize a transition or succession plan solution specific to your objectives and timeline that is not only at an attractive multiple that reflects the hard work you’ve put in, but more importantly ensures a warm hand off with increased bench strength and little disruption to clients when you are ready to slow down.

Do you have a question about our services or investment solutions? Let’s talk!

Set up a call with our Director of Business Development.