About Bold Wealth

Chris is the Founder, Chief Executive Officer, and Chief Investment Officer of 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 CIO, Chris is responsible for shaping the firm’s investment philosophy, focusing on pension-style diversification across private equity, real assets, debt, and global markets. His goal is to deliver portfolios that are resilient, long-term focused, and aligned with the needs of everyday investors.

Chris has been recognized by Wealth Professional Canada as one of the industry’s Top 40 Under 40 (2025), reflecting both his leadership and his commitment to innovation. Beyond portfolio design, 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.

Kevin serves as Chief Compliance Officer and Portfolio Manager at Bold Wealth, where he oversees both regulatory operations and portfolio design. He brings a rare balance of expertise in compliance, risk management, and investment strategy — ensuring that advisors who partner with Bold Wealth can grow confidently within a strong governance framework.

With years of experience working in regulated financial services, Kevin has developed a reputation for proactive compliance — anticipating regulatory changes and building processes that protect advisors and their clients. At the same time, his background in portfolio management allows him to contribute directly to Bold Wealth’s investment approach, helping shape diversified strategies that meet modern investor needs.

Kevin’s philosophy is simple: compliance and strategy shouldn’t be barriers to growth — they should be enablers. His work allows advisors to run efficient, future-ready practices without being weighed down by complexity.

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.

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.

As Director of Compliance, 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 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.

As Project Manager at Bold Wealth, Emma Tamlin oversees initiatives with precision and care. She brings strong organizational skills and a strategic mindset to guide projects from planning through completion, ensuring deadlines are met and goals are achieved. Emma’s collaborative approach fosters clear communication between clients and the Bold Wealth team, making her a key driver of seamless project execution.

As our Manager of Advisor Success, 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.

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.

Tyler brings over 20 years of progressive investment management experience to Bold Wealth Partners. He began his career in capital markets with Wells Fargo in San Francisco and Chicago, later moving to RBC Capital Markets in Toronto before transitioning to buy-side roles with Orchard Global Asset Management.

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.

Sara is a Senior Technology Project Manager 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.

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.

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. 

Tania brings over 16 years of experience in wealth management, supporting high-net-worth individuals, estates, and advisory teams across Canada. With deep knowledge of registered plans, estate administration, and client onboarding, she ensures that each client experience is seamless, thoughtful, and aligned with our values.

Tania is known for her leadership, attention to detail, and commitment to exceptional service.  Her bilingual fluency in English and French adds to her ability to support diverse client needs.

Outside of work, Tania enjoys family time, interior design projects, and exploring wellness practices that support personal and professional growth.