Windcroft Financial Counsel Limited

Windcroft Financial Counsel Limited

  • 67 Yonge St
  • Toronto, Ontario
  • M5E 1J8

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We believe Windcroft's success has come from its unwavering commitment to putting clients first in all investment and business decisions. "” Irene Lenney, Co-Founder Kent McKelvey and Irene Lenney founded Windcroft Financial Counsel Limited in Toronto in 1987 to provide private clients with investment management services. In 2002, after many years of working directly with Kent and Irene, Gordon Bruce acquired the shares of the firm and became its President, allowing Kent and Irene to ease into retirement. Under Gordon's direction, Windcroft has maintained its legacy of exceptional client service and has expanded its client base. Today, Windcroft continues to operate as a small business, dedicated to building lasting relationships with our clients. Our clients get to know us, and soon realize they can rely on our insights, candour, and professional service. Windcroft is still predominantly a referral-based business, with satisfied clients around the globe. Get to know our team of professionals: -David Higa , Vice President and Associate Portfolio Manager

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