As a registered Portfolio Manager with Croft, 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, , 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.
As founder of Legacies Financial Group, Bo Chew helps clients attain financial independence and make a difference.
- 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.