Bo Chew is Lead Portfolio Manager of Legacies Growth Fund which strives to produce strong returns with less risk than the benchmark from capital growth with a dynamic portfolio of 10 to 18 positions. The Fund generally utilizes an active swing trading approach to buy leading stocks on Canadian, U.S. and international markets. The Fund seeks low risk entries on leading companies with positive price action, utilizes 5% to 10% stops to control losses, and trims / sells to lock in gains.
As founder of Legacies Financial Group, Bo Chew helps clients attain financial independence and make a difference. Bo actively manages portfolios tailored to clients’ risk levels on a discretionary basis through an efficient 3 mandate trading platform with low fee structure. Clients are invested according to 1 of 3 actively managed LFG Model Portfolios – evolving mix of Croft Financial Group pools, MFG Total Return, Legacies Growth Fund, third-party specialty managers and leading stocks. The discipline and process ensure every client portfolio receives the same daily investment monitoring and review, and trade execution.
- Canadian Investment Manager, Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter designations.
- Student of the world’s best traders including Warren Buffett, William O’Neil and Mark Minervini; strive to excel at producing high returns with less risk.
- Enjoys time with wife and sons, running, cycling, and travelling.
- Passionate about making a difference and helping people leave legacies.