WHAT WE DO
Crowbourne provides the framework for financial professionals, and their clients, to access a suite of independent portfolio management firms.
For many Canadians, determining the difference between mutual fund advisors, investment advisors, and portfolio managers is difficult. Throw in the do-it-yourself programs, the endless barrage of media, and the distractions of today’s high-paced world, and understanding the range of investment advice offered in Canada is complicated.
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Crowbourne has been crafted to serve financial professionals, and their clients, educating them as to the benefits of portfolio management, while also providing the opportunity to access a suite of Canada’s most well-respected independent portfolio managers.
UPSCALE YOUR INVESTMENT MANAGEMENT
Portfolio Management offers advantages over traditional investment channels, including a formal investment review committee to oversee investment decisions, and access to specialized strategies, alternative asset classes, and preferred investments generally not available to the investing public.
WHO WE SERVE
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Financial Professionals
Are you seeking a platform to offer your clients access to the highest-level of investment management? We help you connect your clients to a suite of portfolio management solutions.
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Investors
We believe investing should be a comfortable process, and that the strategies of pension funds and institutional investors should be made available to a broader spectrum of investors – not just the ultra-wealthy.
OUR PORTFOLIO MANAGEMENT REFERRAL PARTNERS
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WHO WE ARE
![Kyle - Brad In YYC Photos-4.jpg](https://static.wixstatic.com/media/353c63_0f4e7d36899f4f5b865af30478f8d0a0~mv2.jpg/v1/crop/x_0,y_85,w_1366,h_1267/fill/w_89,h_82,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/Kyle%20-%20Brad%20In%20YYC%20Photos-4.jpg)
Kyle Jorgensen
Founder
Mr. Jorgensen is responsible for all aspects of corporate growth and performance on behalf of the ownership group. He brings over twenty-five years of financial industry experience, having previously held the role of Director - Private Equity with an exempt market dealer, as well as having seventeen years of experience in the Financial Advisory Services practice of a national accounting firm.
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CONNECT WITH US
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Crowbourne's Marketing and Communication efforts are handled by Kyuga Management Inc. A digital marketing firm in Calgary Alberta. For any marketing inquiries, please reach out to jessica@kyugamanagement.com.