Avoid costly mistakes and be prepared for life’s events and transitions
If you are like most successful people, you want to do the best thing with your hard-earned money and leave a legacy that reflects your values.
The problem is you don’t have time nor the necessary expertise to make the best money decisions in your set of circumstances. Worse, the disjointed pieces of advice you get from your multiple advisors doesn’t help bring clarity and confidence. That’s no one’s fault, it’s just the way things work.
At Bold Care Financial, we understand how you feel.
We believe that no one should end up realizing in hindsight that they wasted money and time, or worse that they could have avoided regretable financial consequences on their loved ones and relationships.
That’s why Bold Kéré, your principal advisor, helps successful people like you.
He will identify any financial blind spots you may have and provide a clear action plan to help you live your best life possible with the money you have.
He actually won a prestigious canadian financial planning award for bringing tremendous value to his clients and for his expertise. As the situation demands, he can work with your current advisors or bring in a team of like-minded elite professionals to give you a well rounded, best of class advice and service.
His goal is to help you avoid costly mistakes and be prepared for your life’s important events and transitions.
The Peace of Mind package is our signature comprehensive and independant planning service offered for a fee.
When you get financial products from us, we receive a commission from the financial institutions providing those products. Note that we have access to several institutions and are not tied to any particular one. Therefore we can offer you the best solution according to your circumstances.
“Working with Bold, we are on track to retiring 5 years earlier than previously told by a well known wealth management firm. We also have a clearer vision of what a successful retirment could look like for us. ”
“I (G.T) only accepted to speak with Bold upon the insistance of a friend as I didn't believe in financial advisors. We ended up saving over 10 times more than what we paid in fees the very first year.
I (U.K), I liked that our conversations were free from financial jargon, which made me comfortable and helped me learn."
“Bold Care Financial helped us double our net worth in 3 years. Beyond the financial benefits, we know we've developed a relationship with a trusted advisor that cares about our values.”
You will find various resources to help you make better financial decisions, be prepared for life's important events and transitions and avoid costly mistakes. Feel free to share them with friends and family.
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