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 | 15 (11 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.
11 people are employed at Bold Wealth.
Top Bold Wealth Employees
-
Dylan Young
Vice President of Sales at Bold Wealth
Mississauga, ON, CA1 -
Sara Latour
Senior Technology Project Manager at Bold Wealth
Vaughan, ON, CA1 -
Matthew Horwood
Chief Compliance Officer at Bold Wealth
Barrie, ON, CA2 -
Michael Craig
Senior Portfolio Manager at Bold Wealth
Toronto, ON, CA1 -
Jason Lemire
Head of Trading and Portfolio Management 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 -
Vicente Emilio Correa Echenagucia
Intern at Bold Wealth
Toronto, ON, CA -
Rohan Shah
Financial Analyst Intern at Bold Wealth
Toronto, ON, CA
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
