Doing things,
differently.

The big financial firms have had it their way for too long: high fees, hard-to-reach advisors, and plans you rarely get to see. Bold Wealth was built to flip that around. Working alongside your financial planner, we keep your plan clear, and the focus exactly where it belongs, on you.

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See how it works

Disciplined investing,built around your goals.

Your financial planner has partnered with Bold Wealth to bring you serious investment management, smart technology, and genuinely great service, without giving up the personal, independent advice you came here for. Where things really are different. And where you're treated like you matter. Because you do.

Explore Our Approach

Built around your goals

Your portfolio starts with your plan, not a product. Whatever you and your advisor decide, it's matched to where you're headed, and built to get you there.

Bold, not reckless

Doing things differently doesn't mean taking big risks. It means the discipline to tune out the noise, the headlines and the hot tips, and invest with patience.

Lower fees, more compounding

Every dollar lost to fees is a dollar that stops working for you. Our all-in cost is a fraction of a typical mutual-fund portfolio, and over decades, that adds up. Yours.

The real people behind Bold Wealth and your planning team.

Meet the team

A stronger team in your corner.

Great financial advice and great investment management are two different skills, and most firms make you settle for one. You don't have to. Your financial planner stays your trusted guide. Bold Wealth works quietly alongside them, managing your portfolio and handling the details.

Two kinds of expertise. One team.

Get in Touch

Process

Four simple steps

Together with your financial planner, we keep this simple: a clear plan, a disciplined portfolio, and an experience built entirely around you.

It starts with a conversation

Everything begins with a real conversation about your life and future.

A portfolio built around your plan

We build a portfolio that fits your plan, not the other way around.

We handle the details

Behind the scenes, BoldWealth takes care of trading, reporting, and compliance behind the scenes.

Move forward with confidence

Your planner leads the plan; BoldWealth keeps your portfolio aligned with it.

Your Portfolio, Your Way

Two ways to invest.
One plan that fits.

There's no single "right" portfolio, only the one that's right for you. With your advisor, you choose the approach that matches your goals and how you feel about risk.

A simple, low-cost core

A globally diversified portfolio that quietly tracks the world's markets. Disciplined, transparent, and built to keep your costs as low as possible.

Low cost · Fully diversified

A pension-style strategy

A portfolio designed to diversify beyond the public markets and steady your returns when markets get rough, the kind of approach large pensions have used for years.

Built for resilience

Not sure which fits? That's exactly what the first conversation is for. Many clients land on a thoughtful blend of both.

SMA PORTFOLIO RETURNS

(Net of fees. As of April 30th, 2026)

PORTFOLIO RETURNS*	1 YEAR (annualized)	3 YEARS (annualized)
Balanced 60% Equities \| 40% Fixed Income	20.10%	16.65%
Average Balanced - Big 5 Banks	14.63%	10.57%
Growth 75% Equities \| 25% Fixed Income	28.16%	21.47%
Average Growth - Big 5 Banks	18.19%	12.27%

Trusted by people,
not account numbers.

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

Ready to do things differently?

Working with Bold Wealth and your financial planner means more than portfolios and technology. It means a team that does things differently than the big firms: lower fees, clearer planning, and people who treat you like you matter.

No pressure, no obligation, just a conversation to see if it's the right fit.

Start the conversation

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Doing things,differently.