Open roles

Current opportunities at Bold Wealth

Don’t see the right fit today? We’re always glad to hear from strong candidates, see below.

No open roles right now.

We're not actively hiring at the moment, but new opportunities may open up in the future.
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Meet the team

The people behind Bold Wealth

We’re investment professionals, not suits-and-mahogany-desk types. Our CEO was just named a nominee for Young Entrepreneur of the Year at the 2026 Wealth Professional Awards. Our portfolio managers carry the big designations, and decades of experience across every corner of the industry.

Big banks
FinTech start-ups
Pension funds

But what actually brought this team together? The chance to build something different, together. No silos, no egos, just people who speak up when they’ve got a good idea. Come find out what that feels like.

Chris Arthur
Chris Arthur
Chief Executive Officer and Portfolio Manager
Jason Lemire
Jason Lemire
Chief Investment Officer and Portfolio Manager
Kevin Kim
Kevin Kim
Chief Operating Officer and Portfolio Manager
Matthew Horwood
Matthew Horwood
Chief Compliance Officer
Michael Deen
Michael Deen
Chief Technology Officer
Cam Young
Cam Young
Associate Portfolio Manager
Rick Taylor
Rick Taylor
Portfolio Manager
Michael Craig
Michael Craig
Senior Portfolio Manager
Muneeb Muzaffar
Muneeb Muzaffar
Senior Portfolio Manager
Sara Latour
Sara Latour
Director of Firm Services
Ashley Brooks
Ashley Brooks
Client Success Manager
Mansi Kerkar
Mansi Kerkar
Client Success Manager
Sean Fallah
Sean Fallah
System Administrator
Chrys Henning
Chrys Henning
Executive Assistant, Office and Events Manager
Sam Hansen
Sam Hansen
Manager of Operations
Martin Lee
Martin Lee
Senior Manager of Accounting and Fund Administration
Dylan Young
Dylan Young
Vice President of Sales
Dianne Cruz
Dianne Cruz
Communications and Marketing Associate
How we lead

Four principles that guide how we work together

Not posters on a wall. This is how decisions actually get made here.

We think before we speak

Every call we make starts with real analysis, not a gut feeling or a hot take. We’d rather be right than loud.

Your growth is on us

We hand you real ownership early, invest in getting you there, and get out of your way so you can do your best work.

We say what we mean

No spin, no guarantees we can’t back up. Just straight answers, even when they’re the harder ones to give.

Nobody wins this alone

Investments, tech, client experience, ops, we’re one team pointed at the same goal, and we act like it.

Benefits

What we offer the people who work here

Sample benefits from the concept. Confirm current offerings before publishing.

01

Financial

Competitive base salary and annual bonus
Group benefits from day one
02

Flexibility

15 vacation days, plus firm-wide time off
Hybrid working model
Flexible start and end times
03

Health & wellbeing

Comprehensive health and dental coverage
Mental health support and counselling
Annual wellness allowance
04

Growth

Professional development budget
Support for industry designations (CFA, CFP)
Direct mentorship from senior leadership
How we work

A home base, small teams, and leaders in the room

Downtown Toronto

Toronto-based, hybrid by design

Our home base is downtown Toronto, with flexibility built in for how and where work gets done.

Our teamAdvisorsClients

Small teams, real ownership

You’ll know the advisors and clients your work supports, not just a ticket number.

layers of process YouSenior team

Direct access to leadership

Our senior team is in the room, not behind layers of process.

Into the Bold
Our culture, out loud

Into the Bold

Our firm’s podcast goes beyond the office walls. Hosted by our team, “Into the Bold” features conversations with Bold Wealth staff and investment professionals from across the industry, sharing the thinking, people and ideas behind how we work.

Hosted by Michael Craig
Senior Portfolio Manager & Head of Content
Link to the Into The Bold blog category page once its URL is confirmed.

Ready to build something bold with us?

We’re looking for people who want structure, ownership and a team that has their back. Have questions before you apply?