At Bold Wealth, our mission is to empower financial planners to spend more time building trust, deepening client relationships, and growing their business. Our goal is to become Canada's leading platform for financial planners by delivering powerful technology, pension-style investment management, and white-glove service, all under one roof.
| Website | https://www.boldwealth.ca |
| Employees | 17 (13 on RocketReach) |
| Founded | 2021 |
| Industry | Financial Services |
Looking for a particular Bold Wealth employee's phone or email?
Bold Wealth Questions
Dylan Young is the Vice President of Sales of Bold Wealth.
13 people are employed at Bold Wealth.
Top Bold Wealth Employees
-
Dylan Young
Vice President of Sales at Bold Wealth
Mississauga, ON, CA1 -
Matthew Horwood
Chief Compliance Officer at Bold Wealth
Barrie, ON, CA2 -
Michael Craig
Senior Portfolio Manager at Bold Wealth
Toronto, ON, CA2 -
Muneeb Muzaffar
Senior Portfolio Manager at Bold Wealth
Toronto, ON, CA12 -
Jason Lemire
Chief Investment Officer at Bold Wealth
Montreal, QC, CA1 -
Jason Lemire
Head of Trading and Portfolio Management at Bold Wealth
Montreal, QC, CA1 -
Davidson Ajay
Summer Analyst, Total Portfolio at Bold Wealth
Toronto, ON, CA1 -
1
-
Vicente Emilio Correa Echenagucia
Intern at Bold Wealth
Toronto, ON, CA
G2Crowd Trusted
300K+
Plugin Users
