Croft Financial Group
Jordan Rosenberg is an accomplished professional with extensive experience in business development and advisory training within the financial industry. Currently serving as the Head of Business Development & Advisor Training at Croft Financial since November 2019 and as President of Finish Well Inc. since February 2018, Jordan has also held key roles such as Practice Management Consultant and Coach at Advisor Practice Management, and Business Development Manager at MacNicol & Associates Asset Management Inc. Previous positions include V.P. Business Development at Evolution Wealth Advisors and Investment Planning Counsel, as well as Founder & President of Stonegate Investment Consulting. Jordan's educational background includes a Bachelor of Arts in Sociology and Law from Carleton University.
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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.