Strong investment advice that helps you achieve your financial goals
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 Harness Investments, 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. Go online to review performance, or contact BOLD Financial to make contributions, withdraw funds, or apply any account changes… it’s all so easy.
Let Bold Financial oversee the big picture and allow Harness Investments to provide you with clear and convenient reporting, accessible to you 24/7/365.