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Bold Wealth Partners Inc.
CEO & CIO
Tel: (647) 848 - 5050
Types of Accounts Managed
- Private Individual / Investor
- Family Office
Provinces of Business
* indicates a physical location in this province
Bespoke Wealth Management services for all Canadians.
You don’t need to win the lottery to have the financial situation you dream of. Our range of services ensures that every aspect of your finances is being well looked after, giving you peace of mind.
Bold Wealth helps individuals, families, and businesses manage their wealth. Our goal is to enhance your financial position over time. We deliver a personalized service to help you preserve and grow your wealth.
Whether you are early on in your career or preparing for retirement, we can help secure your finances.
We are a fully independent Portfolio Management firm, which allows us greater control and flexibility when designing our portfolios and cost structures. Our team will develop a unique plan to build your wealth while considering any retirement needs of your family.
As we control our own fees, they are typically 30%-50% lower than major banks and large financial institutions.