Croft Financial Group

Finance · Canada · 11-50 Employees

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Overview

Headquarters

801-251 Consumers Rd, Toronto, Ontario, ...

Phone Number

(905) 695-7777

Revenue

$6.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Croft Financial Group

The Croft Financial Group offers an integrated approach to wealth management that encompasses investment, tax, estate, and insurance planning, catering to investors and investment professionals across Canada. Since 1988, they have provided comprehensive services aimed at optimizing financial outcomes through their Real Wealth Management philosophy. With subsidiaries like Castlemark Wealth Management and The Accounting Place, they enhance their offerings and address diverse client needs. Their methodology emphasizes collaboration with financial advisors to strengthen service delivery and cultivate long-term client relationships.Explore more
Croft Financial Group's Social MediaPopular SearchesCroft Financial GroupR N Croft Financial Group IncCFG Custom Portfolio CorpCroft Agritill CorpCroft Financial Group IncSIC Code 62,628NAICS Code 52,523Show more

Croft Financial Group Org Chart

Jayson Ayres, Chief Executive Officer at Croft Financial Group
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Chief Executive Officer

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Chief Financial Officer

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JK
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Portfolio Manager Head of Corporate Developme...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Croft Financial Group

$6.3M
11-50
Private
-
1988
$13.8M
11-50
Private
-
1998
OK
Oscar KazokaManaging Director
$8M
1-10
Private
-
2000
Paul Lorentz, President & Chief Executive Officer, Manulife Wealth & Asset Management at Manulife Investment Management
Paul LorentzPresident & CEO, Manulife Wealth & Asset Management
<$5M
11-50
Private
-
2007
Christopher Ambridge, President & Chief Investment Officer at Provisus Wealth Management
Christopher AmbridgePresident & Chief Investment Officer
<$5M
1-10
Private
-
2015
JE
John EatonDirector, Private Client Wealth & Portfolio Manager
<$5M
11-50
Private
-
-
SS
Sean StraughanCertified Financial Planner & Professional
<$5M
1-10
Private
-
1996
AA
Adriana ArrillagaCEO & Portfolio Manager
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Croft Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Croft Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Croft Financial Group.

Croft Financial Group Tech Stack

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Frequently Asked Questions Regarding Croft Financial Group

What is Croft Financial Group's official website?
Croft Financial Group's official website is www.croftgroup.com
What is Croft Financial Group's Revenue?
Croft Financial Group's revenue is $6.3 Million
What is Croft Financial Group's SIC code?
Croft Financial Group's SIC: 62,628
What is Croft Financial Group's NAICS code?
Croft Financial Group's NAICS: 52,523
How many employees does Croft Financial Group have?
Croft Financial Group has 11-50 employees
What industry does Croft Financial Group belong to?
Croft Financial Group is in the industry of: Finance, Securities Trading
What is Croft Financial Group competition?
Croft Financial Group top competitors include: Provisus Wealth Management, Straughan A Sean - Niagara Wealth, Renaissance Investments, Anchor Pacific
What technology does Croft Financial Group use?
Some of the popular technologies that Croft Financial Group uses are: WooCommerce, WordPress.org, PHP, Enom DNS Hosting
Who is the CFO of Croft Financial Group?
Croft Financial Group's CFO is Christopher Croft
How do I contact Croft Financial Group?
Croft Financial Group contact info: Phone number: (905) 695-7777 Website: www.croftgroup.com
What does Croft Financial Group do?

The Croft Financial Group offers an integrated approach to wealth management that encompasses investment, tax, estate, and insurance planning, catering to investors and investment professionals across Canada. Since 1988, they have provided comprehensive services aimed at optimizing financial outcomes through their Real Wealth Management philosophy.... With subsidiaries like Castlemark Wealth Management and The Accounting Place, they enhance their offerings and address diverse client needs. Their methodology emphasizes collaboration with financial advisors to strengthen service delivery and cultivate long-term client relationships.Read More

What are Croft Financial Group social media links?
Croft Financial Group Linkedin page Croft Financial Group Twitter page Croft Financial Group Facebook page
Is Croft Financial Group a public company?
Croft Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Croft Financial Group

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