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The Woo Team

Our Philosophy

Our approach to developing an investment plan is three fold:

 

 1)      Develop an appropriate asset allocation that reflects your risks and rewards

 

• One of the most important factors in determining the correct risk adjusted return is proper asset allocation between: cash, equities and fixed income.  We’ll construct a well diversified portfolio consisting of *: stocks, mutual funds, preferred shares, government/corporate bonds, convertible debentures and money market instruments.

 

 2)      Describe and outline ways to minimize taxes

 

• While constructing this portfolio we never forget the importance of minimizing taxes.  We keep up to date on tax rules that affect your negatively affect your portfolio and identify rules that are opportunities.

 

 3)      Ensure your unique personal circumstances are being looked after by reviewing and updating investment goals, life changes and portfolio performance.

 

*a portfolio may not necessarily contain all of these securities or may contain securities not contained herein.

 

ABOUT DONNY WOO

Donny Woo joined Acumen Capital Partners in February of 2001. He graduated with Distinction from the University of Saskatchewan with a Bachelor of Commerce Degree (Finance) in 2000. Donny is a Senior Investment Advisor and Vice President of Retail. Donny is a Chartered Investment Manager (CIM®). He has completed the Professional Financial Planning Course, the Partners Directors and Senior Officers Course and the Derivatives Fundamentals Course.  He specializes in high net worth portfolio management and is licensed to trade options.  Donny is a member of Acumen's Executive Committee.

 

 

ABOUT DARREN FONG

Darren Fong joined Acumen Capital Partners in January 2011 and partnered with Donny Woo. Darren is an Investment Advisor and Chartered Investment Manager (CIM®) as well as a Management faculty graduate from the University of Lethbridge. Darren provides comprehensive financial advice including portfolio management and personal financial coaching focusing on budgeting and cash flow management.

 

 

ABOUT LEANNE M. BECTOLD

Leanne rejoined Acumen Capital Partners after a six year industry leave to raise her young daughter.  Prior to her leave, she assisted and advised clients at Acumen for six years and before that was with a competitive firm for five years.  Leanne excels at anticipating and addressing client needs and is excited to be back in the investment industry.  Leanne is a University of Lethbridge graduate with distinction and is an Investment Representative.