Strength, Confidence & Credibility
for Your Business and Your Life 
Bold Financial:
Life Insurance, Group Benefits and Investment Solutions for Business Owners and Professionals
Bold Financial is a Toronto-based financial advisory that specializes in helping business owners and professionals thrive. We bring a thorough understanding of financial instruments, insurance products and strategies that work best for business and career-minded individuals.
Look to Bold Financial as a trusted source for anyone who wishes to plan efficiently, mitigate risk, and maximize wealth.
How much money do you need to generate to feel successful? What are your financial and life goals? Are your family, business and assets secure? I can help.
Hi, I’m David and I sell life, disability, and critical illness insurance – but I am not like a typical broker. I manage wealth and sell financial products. I’m an advisor with extensive business experience. My approach is consultative, strategic and unbiased – leveraging my knowledge of the wide spectrum of Canadian financial products.
Above all things, I understand the business owner – because I am one. Having successfully launched, grown and sold companies, I truly walk the walk – and look forward to sharing my sound insights with you, as well as my perspective on building and sustaining wealth.
Sincerely,
Life Insurance
Obtain peace of mind protection – for your family and business.
Living Benefits
Achieve financial security if you become sick or injured.
Investments
Receive focused advice on the right investment fund mix to reach your financial goals.
Group Benefits
Source comprehensive employee benefits and group retirement savings plans.
Client Testimonials
