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
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.
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
WHO WE ARE
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
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.