Welcome to Bold.
A Modern Approach to Financial Services
About Bold
Our Story
At Bold Financial Solutions, we believe that everyone deserves access to quality financial services. Our experienced professionals are committed to providing an exceptional needs-based planning experience, low-fee investment solutions, and risk management options that are tailored to be flexible and affordable for every family. We are dedicated to helping you experience financial success, every single day.
Who We Are
We know how to teach it, because we did it for ourselves. Members of Bold have themselves learned how to concur debt, build wealth and do it all in a short time. Our individual stories of triumph drive us to put all of our effort into guiding every client toward success.
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We are committed to providing high-quality financial services to families in our community. Our no-nonsense approach, and focus on clear, actionable steps to build wealth has helped hundreds of Canadians understand, connect with, and grow their money.
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It's what we're here to do.
Our Vision
Everyone deserves to be educated, confident and comfortable when it comes to their money. At it's core, that's our vision for the future.
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Financial success isn't complicated, and the services that help up get there shouldn't be expensive. Everyone deserves a partner to help them create and experience a joyful life.
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What We Offer
Group Benefits
We partner with companies large and small to help them find the best in group savings and benefits options.
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Our conceirge service for key people and employees allows HR to take a much-needed breath, while employees and key-people managin the plan enjoy an extra layer of service: a unique contact for their plan.
Our committment to providing wealth building counsel, education and planning services to every group employee separates us from your average group broker. We focus on keeping your employees growing, happy and financially well.
Employees who are well, are assets to business, family and community.
Goals-Based Planning
Transform your financial journey with our dynamic Goals-Based Planning approach. We're not just about numbers; we're about amplifying opportunities and guiding you towards your dreams.
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Think of it as your financial GPS, helping you navigate through life's twists and turns, making sure you don't miss the forest for the trees.
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Let's rewrite the rulebook on wealth management together, accelerating your path to success while making every step enjoyable and rewarding. Let's turn aspirations into achievements, one goal at a time.
Retirement Planning
We redefine retirement as the ultimate liberation from the things that drain you, empowering you to embrace joy and pursue your passions fearlessly.
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Say goodbye to the grind and hello to a life brimming with possibility. Retirement isn't about slowing down; it's about revving up for the next chapter of your adventure.
Let's break free from financial worry and rewrite the narrative of abundance. It's time to reclaim your time, your energy, and your dreams. Let us guide you towards a retirement that's closer and more vibrant than you ever imagined.
Let's start planning to retire what's making you tired and ignite a new era of fulfillment.
Risk Management
Life is full of uncertainties, and protecting yourself against unexpected events is crucial to achieving your financial goals.
Our focus is on key areas of risk, including the inability to earn an income due to illness, disability, or premature passing.
Through a combination of insurance products, strategic planning, and personalized guidance, we work with you to develop a risk management strategy that provides the flexibility, affordability, and security you need. Our goal is to ensure that you can weather life's uncertainties without compromising your financial health.
With options designed to suit your current situation and adapt as your needs evolve, our risk management solutions empower you to pursue your goals with confidence, knowing that you have a solid foundation to rely on.
Investment Management
Our commitment to transparency, education, and low fees is at the center of everything we do. We believe in empowering our clients through knowledge, providing clear insights into every aspect of their investments.
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Our dedication to transparency ensures that you understand exactly where your money is invested and how it's performing.
Education is at the core of our philosophy. We believe that informed investors make better decisions. That's why we provide comprehensive educational resources, empowering you to take control of your financial future confidently.
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