A Bold Partnership That Elevates
Your Practice

If you are ready to serve clients with greater clarity, confidence, and sophistication, we are ready to partner with you.  Book a call and find out how we can help you transform your practice.

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Building Trusted Partnerships 

Trusted partnerships start with the freedom to focus on clients, not complexity. Bold Wealth delivers the platform and power advisors need to lead with clarity, confidence, and trust.

Our Mission

At Bold Wealth, our mission is to empower financial planners to spend more time building trust, deepening client relationships, and growing their business.

Our Vision

To become Canada's leading platform for financial planners by delivering powerful technology, pension-style investment management, and white-glove service, all under one roof.

Trusted by Leading Firms

What Our Clients Say

I have been working in the financial industry for over 11 years and have seen the importance of having a professional partner with expertise in navigating the ever-changing marketplace. Bold Wealth has consistently demonstrated a strong commitment to these principles, giving clients confidence in their financial future. Their portfolio management approach ensures alignment with client goals, and I have always found their team to be transparent and professional. They have helped me land additional business with their excellent client experience and investment options. I would highly recommend them to anyone seeking a trusted financial partner.
Deron
Independent Financial Planner
Working with the Bold Wealth Team has been nothing short of spectacular. From the initial onboarding to the frequent touchbases, the entire team exudes professionalism in what they do. They make sure my clients are informed about not only what's going on in the portfolios, but also the broad market conditions as well. The portfolios are constructed with the client in mind, understanding what the hardworking Canadian investor values the most. I couldn't recommend the Bold Wealth team more to any advisor looking to provide the highest level of tailored portfolio management to their clients.
Cameron
Independent Financial Planner
It is truly a pleasure to work with Bold Wealth Partners. Their team demonstrates exceptional integrity and professionalism in all of our interactions, which instills a high degree of confidence in their process and clarity of philosophy. We feel that Bold Wealth is a true partner, not just a vendor, and their dedication ensures that our investment approach is always aligned with our clients' goals. The quality of their communication and support, coupled with the efficiency of their systems, ultimately helps us to deliver an improved experience and better results for our clients. Bold Wealth Partners genuinely cares as much about my clients as I do.
Craig
Independent Financial Planner

The Bold Wealth Difference

A Fully Unified Advisor Platform

Bold Wealth brings planning tools, onboarding, reporting, investment operations, and client service together in one seamless ecosystem. There is no fragmentation and no juggling of vendors, only a modern and streamlined foundation for your entire practice.

Pension Style Investment Management

Advisors gain access to institutional grade, disciplined, and deeply diversified portfolios modeled after Canada’s top pension funds. This provides stronger long term outcomes while removing the complexity of daily portfolio oversight.

White Glove Operational Support

Our dedicated service team acts as an extension of your practice by managing administrative tasks, documentation, and follow-ups. Advisors regain time, scale efficiently, and deliver an elevated client experience without adding staff.

Built for Advisors Who Want to Grow

Bold Wealth empowers planners to deepen relationships and expand their business with confidence. With technology, investment excellence, and hands on support in one place, advisors operate with clarity, efficiency, and institutional-level strength.

See Beyond the 60/40

A traditional 60/40 mix stops at two asset classes, leaving clients without the deep diversification needed in today’s markets. Bold Wealth opens the door to typically inaccessible investments like private equity, real estate, infrastructure, private debt, and farmland to create a more resilient, opportunity rich portfolio.

Bold Wealth Balanced Portfolio

Equity

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US stocks - active
12.50%
US stocks - passive
10.00%
International stocks - passive
7.50%
International stocks - active
6.25%
Emerging markets stocks
6.25%
Canadian stocks
5.00%
Tactical stocks
2.50%

Fixed Income

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Traditional bonds - active
16.25%
Private Mortgages
6.25%
Traditional bonds - passive
1.25%
Private Fixed Income
1.25%

Alternatives

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Farmland and Agriculture
6.25%
Insurance-Linked Strategies
6.25%
Private Equity
6.25%
Real Estate
3.75%
Infrastructure
2.50%

Traditional Balanced Portfolio

Equity

stocks
60%

Fixed Income

Bonds
40%

Where Smart Planning Meets Bold Ambition

Our goal is to empower financial planners to spend more time building trust, deepening client relationships, and growing their business. We do this by delivering powerful technology, pension-style investment management, and white-glove service, all under one roof.

The next chapter of your business deserves the right foundation. Book a call and see how Bold Wealth helps advisors unlock time, growth, and deeper client trust.

Get to Know Us

How It Works

Bold Wealth gives advisors a more powerful, more elevated, and more efficient way to build their practice. Our three step approach is designed to remove friction, strengthen client relationships, and help you grow with confidence and authority.

Explore Our Approach
01

Connect With Our Team

In a focused, no pressure conversation, we learn about your vision, your clients, and the obstacles standing between you and the next level of your business. It is your first look at how Bold Wealth can match your ambition and elevate your entire practice.

02

Your Integrated Practice Blueprint

We create a tailored plan built around powerful technology, pension style investment management, and a dedicated support team that operates as an extension of your practice. This blueprint shows exactly how Bold Wealth enhances your offering, elevates your client experience, and frees you to focus on high impact relationships.

03

Onboarding and Ongoing Partnership

We guide you through a seamless onboarding process and remain fully engaged with proactive, hands on support. As your practice grows, we evolve with you, helping you scale with clarity, efficiency, and the confidence of an institutional grade platform behind you.

Safeguard your client's assets.

We partner with some of the most trusted custodians in the industry to safeguard your assets.

Make the Shift to a Stronger Future

Your clients trust you to guide their journey. Now choose a platform built to elevate yours. Schedule a conversation and see how we empower advisors to grow boldly.

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