Strong investment advice that makes “wealth simple”
Wealth management and sound investment advice that helps you achieve your goals
At Bold Financial, you’ll get the expert advice you need to build and manage an intelligent low-fee portfolio designed to meet your financial goals.
Using our partner Wealth Simple, we will ensure your money is strategically invested across the entire stock market, primarily through the use of Exchange Traded Funds (ETFs). This diversifies your risk by taking advantage of greater market exposure. As well, you’ll have an easy online window into your investments 24/7 through an investor-friendly web portal. Just go online to check performance, make contributions, withdraw, apply any changes… it’s all so easy.
Let Bold Financial oversee the big picture and allow Wealth Simple to provide you with clear and convenient reporting, accessible to you 24/7/365.