A team of experts you can trust to guide you towards your preferred future and get the best life possible.
Bold David Kéré is the principal advisor. He is an Award-Winning Financial and Estate Planner and Wealth Manager. Bold surrounds himself with a team of external partners also amongst the best in their respective fields:
As needed, he brings in these experts as collaborative partners to ensure you get the best advice and service possible. Therefore as you deal with Bold Care Financial you can rest assured that you receive expertise and advice from professionals amongst the best:
Tax specialists, Accountants
Business Management Specialist
Real Estate Specialists,
Lawyers/Notaries and other professionals.
In addition to the elite level of expertise in the team, the team has another thing in common. They are all trained and well versed in the biblical worldview about finances and management and seek to live out these values and timeless/universal/efficient principles in their own lives and teach it to others. They understand what it means to be in your shoes and know how to provide the required guidance.
Bold David Kéré B.Sc.A; PFP; CFDS; CKA
CEO, Principal Advisor
Award-Winning Financial Planner
After having worked in Quality Assurance and Management for several years, Bold made a career change in 2010 to embrace his passion for finances. He self-educated and traded the markets then joined the Royal Bank of Canada (RBC) where he worked as a Financial Advisor, winning several internal regional awards during the time he worked there, due to his performance and the appreciation he had from clients.
Having the desire to care for people in a way that went beyond the traditional banking and financial services approaches, Bold created Bold Care Financial in 2015 with the ambition to make a lasting difference in people’s lives using a holistic and life-centred approach to financial advice and wealth management. He started offering financial planning and wealth management expertise along with a 360 comprehensive client care.
According to his Christian values of generous and wise giving, Bold advises charity supporters on how to donate efficiently during their lifetime and also through their estate, with a ministry called Advisors With Purpose.
Bold also serves as a teacher and speaker on subjects related to faith and finances in settings such as conferences, business people gatherings, churches, and seminars for diplomats.
In 2019, Bold won the Second Runner-up spot at the Canada Financial Planning Awards competition, a prestigious competition that sees some of best financial planning professionals and firms across Canada compete to be in the top 3.
Being committed to continually improve and sharpen his skills out of his passion for finances and in order to give the best to his clients, Bold holds several professional designations and credentials. He has a bachelor degree in Applied Science from University Laval in Quebec City and a Certificate in Financial Services. He is A PFP (Personal Financial Planner) designation holder from the Canadian Securities Institute, as well as a CFDS (Chartered Financial Divorce Specialist), and a CKA (Certified Kingdom Advisor) designations Holder. He is currently working on obtaining his CIWM (Certified International Wealth Manager) designation and other financial training credentials along the way.
He has brought and continues to bring great value to his clients, with an emphasis on clarity, practicality, results and overall measurable life improvement.
Bold is a garage league soccer player and an occasional tennis player.