A Stronger Team for Your Financial Future

Your financial planner and Bold Wealth work together to elevate your financial future. We combine personal guidance with institutional-level investment management to move you toward your goals with greater clarity and confidence. With us, you gain a dedicated team committed to protecting your future and helping you achieve what matters most.

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How It Works

Together with your financial planner, we work to give you a more resilient plan, a more disciplined portfolio, and a financial experience built entirely around you. Here is how the process works:

01

Discover What Matters to You

Everything begins with a conversation about your life, your goals, and the future you want to build. In this meeting, you’ll sit down with your financial planner and a Portfolio Manager from Bold Wealth who work together to understand your needs and design a path tailored to you.

02

Access Portfolios Built for Your Future

Through your advisor's partnership with Bold Wealth, you gain access to pension-style investment strategies traditionally reserved for large institutions. These portfolios are designed to provide diversification beyond the public markets and reduce volatility during negative periods, giving you a stronger foundation for long-term success.

03

Enjoy a Seamless, Stress Free Experience

Behind the scenes, Bold takes the operational details, from trading, reporting, performance dashboards and compliance. This allows your financial planner to spend more time focused on you, ensuring your questions are answered and your financial plan remains aligned with your priorities.

04

Move Forward With Clarity and Confidence

Your financial planner leads your financial plan, and Bold Wealth ensures your portfolio is aligned with that plan. With a unified team supporting you, you receive expert portfolio management, thoughtful guidance, and the confidence that your financial future is strengthened by a partnership built for your success.

Our Multilayered Approach

Portfolio Management
Trading
Compliance
Performance Reporting
Technology
Administration & Operations
Bold Wealth
Financial Planning
Insurance Planning
Tax-Aware Strategies
Cash Flow Planning
Estate Planning
Business Planning
Financial Planning Team

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%

What Our Clients Say

The team is consistently professional, approachable, and, most importantly, responsive—they always get back to me quickly, which gives me peace of mind. It’s rare to find a firm that combines expertise with such a warm, client-centered approach
Jimmy
This team has managed our financial affairs for over 25 years. They are always available to answer our questions and always provide personalized service. We are confident in their advice and we appreciate their attention to detail and professionalism
Gillian
After a disappointing past investment experience, I googled the top three investment firms in Barrie. I chose to go with them and could not be happier. The communication from the whole team and investment performance has exceeded my expectations.
Bruce
I have been dealing with this team for about 4 years. They've been an informative, reliable and professional investment firm. They're always in touch and have grown my pension funds by over 20% in less than 4 years. Reach out to them to secure your future. I would give them 10 stars if I could. What are you waiting for….”
Kris
Great space and comfortable atmosphere couched in positivity. Knowledgeable guys share their insights in an easily understandable manner – making us money to boot. This team keeps us informed and up to date with concise information that we can understand. All I can say is thanks for looking out for us financially.
Scott
I’ve been working with them for over 4 years now and have had no complaints; their analysis and advice is mind-blowing. After my husband passed away I had a lot to do and he was there every step of the way. The team's financial approach and strategy really have benefitted me even in the down market. They're receptive to the concerns and needs of their clients and are always available for a call. I highly recommend this team to anyone looking for a knowledgeable and professional financial advisor.”
Manon

Let’s Build Your Future Together

Partnering with Bold Wealth means gaining more than portfolios and technology. It means having a powerful team behind you, fully committed to helping you build a stronger financial future with clarity and confidence. Book a call with us today and take the first step toward a more confident financial future.

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