Bold Wealth
Bespoke Wealth Management services for Canadian Financial Planners and their clients.
Expert guidance to minimize risks and maximize wealth potential.
About Us
Bold Wealth provides bespoke Portfolio Management services to hard-working financial planners and their clients. Our range of services ensures that every aspect of your clients’ finances are being well looked after, giving you peace of mind to focus on what is truly important to you.
We are based in Toronto, Ontario, but our Financial Planning Partners and their clients 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).
Leading Technology
We provide a fully integrated technology stack to save you time and stress (CRM, Planning software, meeting notes etc).
Fiduciary Protection
When working with a portfolio manager you have the highest level of protection in Canada.
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 firms and do not aspire to.
Contact Us
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