Bold Care Financial

Finance · Canada · 1-10 Employees

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Overview

Headquarters

2275 Upper Middle Rd E Unit 101, Oakvill...

Phone Number

(613) 800-0520

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Bold Care Financial

Bold Care Financial specializes in values-based investing, tax, retirement, and estate planning services aimed at helping successful individuals avoid costly financial mistakes. The firm offers a comprehensive review of clients' financial situations and provides tailored action plans to ensure clarity and preparedness for life's important transitions. Led by award-winning advisor Bold Kéré, the company collaborates with clients and their existing advisors to deliver best-in-class financial advice. Their services include a range of financial products, risk management, and personalized consultations to help clients achieve their financial goals.Explore more
Bold Care Financial's Social MediaPopular SearchesBold Care FinancialSIC Code 62,628NAICS Code 52,523Show more

Bold Care Financial Org Chart

PhoneEmail
BK
Canada flag for contact location.

Principal Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bold Care Financial

<$5M
1-10
Private
-
-
BK
Bold KerePrincipal Advisor
<$5M
11-50
Private
-
-
SP
Sandra PetrinExecutive Assistant
<$5M
11-50
Private
-
-
MF
Michael FraserSenior Financial Advisor
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
-
JS
Jerry SniderPosition In Lifetime Financial Planning
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
ES
Elizabeth SotoCertified Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bold Care Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bold Care Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bold Care Financial.

Bold Care Financial Tech Stack

A closer look at the technologies used by Bold Care Financial

Top Finance Companies

Frequently Asked Questions Regarding Bold Care Financial

What is Bold Care Financial's official website?
Bold Care Financial's official website is www.boldcare.ca
What is Bold Care Financial's Revenue?
Bold Care Financial's revenue is <$5 Million
What is Bold Care Financial's SIC code?
Bold Care Financial's SIC: 62,628
What is Bold Care Financial's NAICS code?
Bold Care Financial's NAICS: 52,523
How many employees does Bold Care Financial have?
Bold Care Financial has 1-10 employees
What industry does Bold Care Financial belong to?
Bold Care Financial is in the industry of: Finance, Securities Trading
What is Bold Care Financial competition?
Bold Care Financial top competitors include: Riser Financial, Manulife Securities, Private Wealth/Aligned Capital Partners, TRIO Financial Planning
What technology does Bold Care Financial use?
Some of the popular technologies that Bold Care Financial uses are: Cloudflare CDN, Google Font API, Postmark, AMP
How do I contact Bold Care Financial?
Bold Care Financial contact info: Phone number: (613) 800-0520 Website: www.boldcare.ca
What does Bold Care Financial do?

Bold Care Financial specializes in values-based investing, tax, retirement, and estate planning services aimed at helping successful individuals avoid costly financial mistakes. The firm offers a comprehensive review of clients' financial situations and provides tailored action plans to ensure clarity and preparedness for life's important transitio... ns. Led by award-winning advisor Bold Kéré, the company collaborates with clients and their existing advisors to deliver best-in-class financial advice. Their services include a range of financial products, risk management, and personalized consultations to help clients achieve their financial goals.Read More

What are Bold Care Financial social media links?
Bold Care Financial Facebook page
Is Bold Care Financial a public company?
Bold Care Financial is private company therefore does not currently have an official ticker symbol
See more information about Bold Care Financial

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