Bold Wealth
Bespoke Wealth Management services for all Canadians.
Expert guidance to minimize risks and maximize wealth potential.
About Us
Bold Wealth provides bespoke Portfolio Management services to hard-working families and businesses. Our range of services ensures that every aspect of your finances is being well looked after, giving you peace of mind.
We are based in Toronto, Ontario, but our clients and partners extend across Canada.
The Bold
Wealth
Difference
Portfolio Management
We leverage the use of world-class managers to craft bespoke portfolios for your unique goals.
Investment Security
We partner with a Custodian (back-office) that provides the highest level of protection in Canada (CIPF).
Fiduciary Responsibility
When working with a portfolio manager you have the highest level of protection in Canada.
Intelligent Rebalancing
Automated rebalancing for registered accounts to ensure your portfolios are always aligned with your goals.
Management Fees
Our unique cost structure helps you keep more of your returns in your portfolio.
You Are Not a Number
We take great pride in the service we provide. We do not work with thousands of clients and do not aspire to.
Contact Us
Questions, feedback, or assistance? We're just a message away.
