We are
Bold

Chris is the Founder, Chief Executive Officer, and a Portfolio Manager at Bold Wealth. With a career that began as a financial advisor, Chris quickly recognized the gap between what independent planners needed to succeed and what the industry was providing. That realization became the foundation for Bold Wealth, a platform designed to give planners access to institutional-quality portfolios and the operational support they need to grow with confidence.

As CEO, Chris sets the firm's strategic direction and remains hands-on in portfolio management, working alongside the investment team on pension-style diversification across private equity, real assets, debt, and global markets. His focus is on building portfolios designed to be resilient, long-term oriented, and aligned with the needs of everyday investors.

Chris was named Young Entrepreneur of the Year at the 2026 Wealth Professional Awards and has been recognized by Wealth Professional Canada as one of the industry's Top 40 Under 40 (2025). Beyond the firm's growth, he's passionate about making financial planning more human: reducing friction for advisors so they can spend more time with clients and less time caught in operations.

Jason leads Bold Wealth’s trading desk and portfolio management operations. With extensive experience in market execution and portfolio oversight, he ensures that every trade is executed with precision and every portfolio is aligned with its intended strategy.

In his role, Jason bridges the gap between high-level investment strategy and real-world market activity. He manages liquidity, risk exposures, and allocation adjustments, giving advisors confidence that client portfolios are being handled with institutional-level discipline.

Jason’s expertise extends across equities, fixed income, alternatives, and derivatives, giving him a comprehensive understanding of global markets. His work reflects Bold Wealth’s mission: delivering sophisticated investment management in a way that is accessible to everyday investors through their advisors.

Kevin serves as Chief Operating Officer and Portfolio Manager at Bold Wealth, where he leads the firm's day-to-day operations and contributes directly to portfolio design. His mandate spans accounting, human resources, and firm-wide operational infrastructure, supported by a deep background in compliance and risk management. That breadth gives advisors who partner with Bold Wealth a single, well-run foundation on which to grow.

With years of experience in regulated financial services, Kevin has built the internal systems that keep a firm running smoothly: sound financial controls, thoughtful people practices, and processes designed to anticipate change rather than react to it. At the same time, his portfolio management background allows him to contribute directly to Bold Wealth's investment approach, helping shape diversified strategies built for modern investor needs.

Kevin's philosophy is simple: strong operations should enable growth, not stand in its way. His work allows advisors to run efficient, future-ready practices without being weighed down by complexity.

As Chief Compliance Officer, Matthew ensures that Bold Wealth operates with the highest levels of regulatory integrity while keeping the advisor experience as seamless as possible. He brings deep knowledge of securities regulations, compliance audits, and governance structures, and has a track record of guiding firms through evolving regulatory environments.

At Bold Wealth, Matthew’s approach is proactive — he builds compliance frameworks that anticipate risks and create clarity for advisors. His philosophy is that compliance should empower, not restrict. By making regulatory requirements easy to understand and easy to follow, he enables advisors to focus more on clients and less on paperwork.

Matthew’s leadership in compliance ensures Bold Wealth is always audit-ready, transparent, and trusted — giving partner advisors the peace of mind that their practices are fully protected.

As Bold Wealth’s Chief Technology Officer, Michael is the architect behind the systems that power the advisor experience. He leads the development of the firm’s technology platform, integrating tools that streamline onboarding, trading, reporting, and client engagement.

Michael’s career spans over a decade in fintech and enterprise systems, where he specialized in building solutions that balance innovation with reliability. At Bold Wealth, he ensures technology is intuitive and purposeful — giving advisors efficiency without sacrificing flexibility.

He believes that technology in wealth management should do more than digitize existing processes — it should reimagine them. Under his leadership, Bold Wealth’s platform is designed to free advisors from operational bottlenecks and enable scalable growth.

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.

Rick is a seasoned financial professional with over 15 years of experience in wealth management and capital markets. A Chartered Investment Manager (CIM) and Certified Financial Planner (CFP), he is passionate about helping clients align their financial strategies with their goals and aspirations.

A Chartered Investment Manager (CIM) with an MBA from the Rotman School of Management, Michael brings 25 years of finance experience. He specializes in Portfolio Construction and Management, Wealth Planning, and Investment Counsel. 

With Senior Portfolio Management experience at both CIBC Wood Gundy and the innovative FinTech firm Wealthsimple, he offers a unique and highly adaptable perspective.  

Outside of work, Michael is dedicated to spending quality time with his two teenage daughters, and enjoys activities like hockey, skiing, and pickleball. An avid reader of self-help literature, he also holds a Certification In Life Coaching, aligning his personal passion with his professional focus on helping people achieve their goals. 

Muneeb is a Senior Portfolio Manager at Bold Wealth, where he works closely with the CIO to support the firm's portfolio management functions and lead high net-worth managed accounts. He also works with advisors, translating pension-style investment discipline into portfolios built around each client's objectives, so advisors can focus on deepening client relationships.

Muneeb began his career at one of Canada's Big Five banks, gaining experience across retail, asset management, and strategy and planning. He went on to serve as a Portfolio Manager at an independent portfolio management firm, where he managed a concentrated equity strategy and helped oversee SMA modelling across asset classes for high net-worth managed accounts.

Muneeb holds the Chartered Financial Analyst (CFA) charter and the Chartered Investment Manager (CIM) designation, and earned his Bachelor of Commerce (Honours) from the Smith School of Business at Queen's University. As a TD Scholar, he has been recognized by the House of Commons, the Lieutenant Governor of Ontario, and with the YMCA Peace Medal for his community leadership.

Sara is our Director of Firm Services, with over seven years of experience leading enterprise transformation initiatives across diverse industries. Known for her strategic mindset and ability to bridge technical and business priorities, she excels in delivering complex projects through hybrid methodologies that balance structure and adaptability. Her collaborative leadership style and clear communication foster strong stakeholder relationships and drive measurable outcomes.With a Master’s in Bioinformatics, Sara brings a unique analytical perspective to technology and process improvement. Her expertise lies in aligning people, systems, and strategy to achieve sustainable results that enhance organizational performance. At Bold Wealth Partners, Sara leads technology-driven projects that enhance operational efficiency and support the firm’s long-term vision. Outside of work, she finds balance through yoga, enjoys playing pickleball, and embraces opportunities for travel and personal growth.

As our Client Success Manager, Ashley combines her organizational expertise with a genuine passion for supporting our partnering firms. She works closely with our financial planning partners, ensuring questions are answered and needs are met with care and efficiency. Ashley’s dedication helps create a seamless experience for both clients and the Bold Wealth team, making her an essential part of the firm’s commitment to exceptional service.

As our Client Success Manager, Mansi is committed to building strong relationships and delivering an exceptional experience for our partnering firms. She guides advisors through their onboarding journey, coordinates with internal teams and ensures every step is handled with accuracy, responsiveness and care. Her proactive approach, attention to detail and commitment to exceptional service helps build strong relationships and contribute to Bold Wealth's continued success.

Sean Fallah is Bold Wealth's System Administrator, responsible for the systems and infrastructure that keep the firm running securely and efficiently. He brings over five years of IT experience within the financial services sector and other technology-driven organizations, where he built expertise in access management, IT security compliance and audit readiness, systems administration, and infrastructure support.

Sean takes the time to understand the business behind the technology, and applies that insight, along with a drive for innovation and efficiency, to build IT solutions that truly fit how the organization works, all while creating strong relationships along the way. Outside of work, you'll find Sean travelling, at a concert, or spending time with friends and family.

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As Executive Assistant, Office and Events Manager, Chrys keeps Bold Wealth running smoothly through supporting the team, managing office logistics, and leading the events and initiatives that strengthen the firm's presence and relationships across the financial landscape.

She brings a decade of project management experience, having led complex events for both non-profit organizations and large financial firms, and a genuine passion for creating memorable experiences that foster authentic connection and build lasting relationships. 

Away from work, you'll catch her trying out new recipes, planning her next trip, or hunting down unique home design pieces.  

As a key member of Bold Wealth’s operations team, Sam supports the processes and people that keep the firm running smoothly. One of Bold’s earliest team members, she brings invaluable institutional knowledge and a deep understanding of the firm’s culture and workflows. Sam leads internal coordination and people-focused initiatives, strengthening the systems and communication that keep the team aligned and supported. Her steady presence and people-first mindset make her integral to Bold Wealth’s pursuit of exceptional service and continued growth.

Martin is a Chartered Professional Accountant (CPA) with a strong foundation in audit, accounting, and financial planning. Martin is known for his collaborative approach and his ability to translate complex financial data into clear, actionable insights. Prior to joining Bold, Martin began his career at KPMG in the Financial Institutions Audit practice. He then moved to Fidelity Investments Canada, where he focused on financial planning and analysis, budgeting, and performance reporting. Outside of work, he enjoys staying active at the gym and spending time on the ice or the golf course.

Dylan is the Vice President of Sales at Bold Wealth, where he works with financial advisors and firms across Canada who are looking for a more flexible and modern platform to grow their businesses.

Before joining Bold Wealth, Dylan spent several years in the wealth management industry focused on advisor partnerships and business development. He worked closely with advisors exploring new platforms and evaluating models that support the long-term growth and value of their practices.

At Bold Wealth, Dylan works with advisors through the transition process and helps them take full advantage of the firm’s investment platform, planning tools, and operational support. His focus is on making the move as smooth as possible so advisors can stay focused on serving their clients and continuing to grow their businesses.

Dianne Cruz is a Communications and Marketing Associate at Bold Wealth Partners, where she supports the firm's digital presence, media relations, and client and partner communications.

Dianne's four years of experience stretch across non-profit and agency work to higher education and now wealth management. That range has shaped an audience-first approach to storytelling, one built on translating complex ideas into clear, engaging content.

Dianne is currently studying cognitive science and psychology at the University of Toronto, grounding her marketing work in an understanding of how people think, decide, and connect.