Donny started at Acumen straight out of the University of Saskatchewan over 20 years ago. Since then, he has learned invaluable lessons hardened by crises: tech crash, Sept 11th, income trust tax changes, various oil & gas crashes, credit crises & pandemics!
He has developed a skill set of providing value added returns in small and large cap equities, bonds, preferred shares and ETF/fund strategies.
Most advisors are competent in more focused areas. But Donny and his team pride themselves on offering a diverse offering that touches on many areas other advisors will “farm out” including small cap equity and individual bond buying.
As head of the Woo Investment Group and with over two decades of investment experience, Donny offers his clients a diversified knowledge base in buying individual securities, bonds, investing in private companies and preferred shares. As a portfolio manager, he particularly loves working with individuals looking for more comprehensive portfolios than the pre-made ‘products’ banks offer. Donny doesn’t just see his role as an investment advisor; rather, he considers himself a partner in helping his clients grow their wealth securely.
If you’re looking for someone to partner with in building a personalized portfolio and financial plan tailored around your individual goals, get in touch with Donny!