About Us

About Us

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.

Chris Arthur - CIM CFP CLU FCSI

CEO, CIO and Portfolio Manager
Chris is an award-winning and highly experienced Portfolio Manager and Financial Planner. He holds the Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designation.
He is also a Fellow of the Canadian Securities Institute (FCSI). This designation is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment, and dedication to their clients and industry.
Chris provides expert financial guidance to individual and institutional clients, helping them achieve their long-term investment goals. He has a deep understanding of the financial markets and a proven track record of delivering consistent results through various market cycles.
Michael Deen

CTO
A 20+ year veteran of the financial services industry Michael brings extensive expertise. Over the last 9 years Michael has collaborated with partners and clients so build custom financial data management systems and financial planning software that puts individuals in the driver’s seat.
Prior to building financial data management systems Michael worked with a start ups in the digital payments arena and automotive cleantech and spent 10 years in the United Kingdom trading and managing large bond portfolios as Credit Suisse Securities, Rabobank and ANZ.
Kevin Kim - CPA CFA FRM CAMS

CCO, and Portfolio Manager
Kevin is an experienced Portfolio Manager and Compliance Manager. He holds Chartered Professional Accountant (CPA), Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Certified Anti-Money Laundering Specialist (CAMS) designations.
Prior to joining Bold, Kevin led the research and development of quantitative equity investment strategies at boutique hedge funds for retail and institutional clients. Kevin also served as Chief Compliance officer at these funds, making sure client’s investments are managed in a compliant manner in line with their best interest in mind.
Cam Young - CIM CFP

Investment analyst
Cameron is a tenured and knowledgeable financial planner who enjoys educating others on financial literacy. With a strong foundation in banking and multiple financial designations under his belt, he is well-equipped to provide top-notch advice and guidance to his clients.
Outside of work, Cameron is an exercise enthusiast who loves playing volleyball and golf in his spare time and running to stay in shape. He is also a hobby musician, creating and composing works of music in his home studio, highlighting his attention to detail and care for quality work.
Sam Hansen

Head of Client Services
Sam’s exceptional abilities shine through as she assists our clients with their requests and efficiently manages day-to-day office operations. Her keen eye for detail and commitment to excellence ensures that no task goes overlooked.
With a background in accounting and property management, she understands the importance of tailoring interactions to meet the unique needs of clients.
Outside of the office, Sam finds inspiration in a variety of hobbies. Whether she is painting, exploring the outdoors or refining her golf skills, her free time is filled with creativity and personal growth.
Ashley Brooks

Client Support
Ashley brings a blend of organizational expertise and a passion for client service to her role as Customer Service Representative at Dunbrook Associates. She excels at managing schedules, coordinating client communications, and ensuring the office runs smoothly.
Known for her attention to detail and friendly demeanor, Ashley is dedicated to creating a welcoming environment for clients and supporting the advisory team in delivering exceptional service.
Emma Tamlin

Project Manager
Emma is a results-driven Project Manager with expertise in finance. Skilled in strategic planning, risk management, and team leadership, they excel at delivering projects on time. With a strong focus on efficiency and collaboration, they drive success through many programs.
When Emma is not at the office, she can be found hiking, camping, travelling, and caring for her pets.