Croft Financial Group
Diane Bode is an accomplished professional with extensive experience in operations and client relationship management. Currently serving as Vice President of Operations at R.N. Croft Financial Group Inc. since August 2007, Diane oversees client relationship management and the operational delivery of financial services, including daily trading execution and portfolio performance reporting. Previously, as Manager of Operations at Foster & Associates Financial Services Inc. from 2006 to 2007, Diane coordinated operational activities and managed vendor relationships to enhance efficiency. Earlier roles at NBCN included Online Services Administrator, where Diane supported proprietary applications and user maintenance, and Executive Assistant to the President and Vice President, providing comprehensive administrative support.
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Croft Financial Group
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.