Integrated services now more critical than ever in today’s complex financial landscape
November 8, 2023, Stoney Creek, ON - The Accounting Place announces today that it has been acquired by the Toronto-based investment management firm R N Croft Financial Services.
The Accounting Place has provided expertise in corporate and personal tax preparation and planning for more than 23 years. (Financial details of the acquisition were not disclosed.)
“We’ve been working with Croft clients and their portfolio managers with great success for years,” says Alan Rowell, Founder of The Accounting Place. “We're excited to be officially part of the group, contributing our tax expertise to their holistic strategy, ensuring that clients have access to the best in tax planning and preparation as an integral part of their wealth management strategy."
About RN Croft Financial Group
R N Croft Financial Group Inc. (CFG) is a licensed discretionary portfolio management and investment fund management company serving investors and investment professionals across Canada since 1993. CFG’s portfolio managers, financial planners, tax, and insurance specialists work together to help achieve the specific goals of their clients. Investors and advisor partners benefit from an integrated wealth management approach, which includes investment, tax, estate, and insurance planning as part of a complete wealth management process.
“Today’s announcement enables R N Croft Financial Group to adapt to a growing trend in the financial service industry, where convenience and comprehensive service are key differentiators,” states Jason Ayres, Chief Executive Officer of Croft Financial Group. “Clients are increasingly seeking a more personalized and integrated approach to their financial services and CFG is now able to deliver. By bringing these services under one roof, CFG can now provide a seamless experience that aligns investment decisions with tax, insurance, financial and estate planning offerings for our clients. “
“At the end of the day, what matters most to clients is how much of their wealth remains in their pocket,” concludes Rowell. “We will continue to serve all our clients with the same dedication and diligence while helping Croft enhance their integrated wealth management offering.”
Jason Ayres, Chief Executive Officer, Croft Financial Group, 905-695-2320, firstname.lastname@example.org;
Alan Rowell, 905-664-1010, ARowell@TheAccountingPlace.ca