Sound Strategies to Mitigate Your Risk and Grow Your Wealth

An intelligent source for life insurance, group benefits, investment products, planning and advice.

Need a custom plan to protect and nurture your business interests, secure your employees – and ensure your capital is growing at the rate you need? Look no further. 

Bold Financial provides a complete suite of insurance and investment products and services – along with unbiased advice for your business and life. Let me put together key pieces of the puzzle – or a complete bullet-proof solution, tailored to your needs and targeted to your goals.

Bold Financial offers services
for business owners and individuals:

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Life Insurance

Plan Wisely for the Future.

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Business Planning

Protect your interest in your business.

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Critical Illness Insurance

Rest easy knowing you  have the right insurance.

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Key Person Coverage

Mitigate risk should a key person in your business become sick, injured,  or pass away.

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Disability Insurance

Replaces your income from employment or self-employment.

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Business Loan Protection

Make sure no one is at financial risk should the unexpected occur

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Get income for life- no matter how long you live.


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Executive Disability Plans

Pool a small group of executives and receive Disability coverage without medical requirements to qualify.

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Individual Health & Dental Plans

Get unbiased advice and the right plan to meet your health coverage needs.

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Succession Planning

Determine how to efficiently transfer your business ownership to your children or successors.

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Emergency Travel Medical and Visitors to Canada Health Insurance

Travellers and visitors to Canada: receive medical peace of mind.

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Office Overhead Protection

Look after the costs associated with your business premises if you cannot be there.

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