About Us

Bo Chew, CIM, CFP, CLU, CHFC

As founder of Legacies Financial Group, Bo Chew helps clients attain financial independence and make a difference with integrated financial, insurance and investment advice.

As a registered Portfolio Manager with R N Croft Financial Group Inc., Bo Chew 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 – complementary mix of top performing Funds and ETFs, and concentrated selection of most relevant leading stocks. Bo’s discipline and process ensure every portfolio receives the same daily investment monitoring and review, and trade execution.

About Bo:

• Canadian Investment Manager, Certified Financial Planner,  Chartered Financial Consultant, and Chartered Life Underwriter designations.
• Portfolio Manager and Advising Representative with Croft Financial Group.
• 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.