R N Croft Financial Group Inc. is a Licensed Discretionary Portfolio Management and Investment Fund Management company serving investors and investment professionals across Canada since 1993. Our Portfolio Managers, Financial Planners, Tax and Insurance Specialists work together to help achieve the specific goals of our clients. Our investors and advisor partners benefit from an integrated wealth management approach, backed by the RWM™ designation, which includes investment, tax, estate and insurance planning as part of our complete wealth management process.
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Croft Financial Group Questions
The Croft Financial Group annual revenue was $6.3 million in 2026.
Jason Dms is the CEO of Croft Financial Group.
10 people are employed at Croft Financial Group.
Croft Financial Group is based in Toronto, Ontario.
The NAICS codes for Croft Financial Group are [523, 52393, 5239, 52].
The SIC codes for Croft Financial Group are [62, 628].
Top Croft Financial Group Employees
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Jason Dms
Chief Executive Officer at Croft Financial Group
Toronto, ON, CA12 -
Danielle Park
Portfolio Manager at Croft Financial Group
Barrie, ON, CA31 -
13
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Mark McAdam
Portfolio Manager at Croft Financial Group
Toronto, ON, CA21 -
1
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Nathalia Junqui
Controller at Croft Financial Group
Toronto, ON, CA1 -
Jack Morris
Portfolio Manager at Croft Financial Group
Winnipeg, MB, CA1
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