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

• Business Valuator

• Mortgage Broker,

• Real Estate Specialists,

• Estate Specialists

• Lawyers/Notaries and other professionals.

  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.   

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  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.

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  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.

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