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:



Life Insurance

Plan Wisely for the Future.

Business Planning

Protect your interest in your business.

Critical Illness Insurance

Rest easy knowing you  have the right insurance.

Key Person Coverage

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

Disability Insurance

Replaces your income from employment or self-employment.

Business Loan Protection

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


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

Executive Disability Plans

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

Individual Health & Dental Plans

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

Succession Planning

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

Emergency Travel Medical and Visitors to Canada Health Insurance

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

Office Overhead Protection

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