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The Croft Financial Group offers an integrated approach to growing your wealth including investment, tax, estate & insurance planning.
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#DDB344
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Croft Financial Group Inc. is a Canadian wealth management firm serving investors and investment professionals since 1993. A licensed discretionary portfolio management and investment fund management firm, Croft takes an integrated approach to long-term wealth growth, bringing investment, tax, estate and insurance planning together. Its Real Wealth Management approach is guided by professionals with RWM designations and is designed to consider clients’ broader financial needs rather than investments in isolation.
Croft’s services include portfolio management, financial planning support, investment strategies, and assistance with growth, succession and exit planning. Its process moves from understanding clients’ goals and gathering financial information to analysis, plan review, implementation and ongoing monitoring. The firm also works with advisor partners, offering access to specialists, investment products and strategies, and support with compliance, onboarding and administration.
Through its wholly owned subsidiaries, The Accounting Place and Castlemark Wealth Management, Croft adds accounting and wealth management expertise to its offering.
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Finance
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The Croft Financial Group name, logos and brand assets are trademarks of Croft Financial Group and its affiliates. Brandfetch isn't affiliated with or endorsed by Croft Financial Group. Their use is subject to Croft Financial Group's brand guidelines.
