Profile
“Our mission is simple: we empower financial planners to spend more time building trust, deepening client relationships, and growing their business”
Chris Arthur, Bold Wealth
If there’s one thing Canadian financial planners need more of, it’s time. Time to deepen relationships, grow their practices, and serve clients at a higher level. That's exactly what Chris Arthur, 2025 Wealth Professional Top 40 Under 40 award winner, is giving back to the advisory world through his role as CEO of Bold Wealth.
“The idea for Bold Wealth came from watching incredible financial planners spend the majority of their time managing operations, compliance, and tech, when they should’ve been focusing on clients,” Arthur explains. “I knew there had to be a better way.”
A Platform Built for Advisors, by Advisors. Bold Wealth is a modern, fully integrated platform purpose-built for independent financial planners. It combines powerful technology, pension-style investment management, and white-glove service, all under one roof. The result? Financial planners can confidently scale their businesses, deliver an exceptional client experience, and reclaim their time.
“Our mission is simple: we empower financial planners to spend more time building trust, deepening client relationships, and growing their business,” Arthur says. “That means removing operational inefficiencies through streamlined systems, smart automation, and hands-on support.”
850-36 Toronto St, Toronto, ON M5C2C5
647 848 5050
chris@boldwealth.ca
linkedin.com/in/chris-arthur
boldwealth.ca
Chris Arthur
Founder and CEO
Bold Wealth Partners
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Milestones
“Whether I’m in a strategy session or a hiring meeting, I try to lead with understanding. Financial planners are under immense pressure, and so are our internal teams. The best way to earn trust is to truly listen”
Chris Arthur,
Bold Wealth
2013–2015
2015–2017
2017–2020
2020-2021
2021–Present
Financial Advisor at Edward Jones
2013–2015
Portfolio Manager and Head of Insurance at WealthBar
2015–2017
Head of Portfolio Management at WealthSimple
2017–2020
Senior Portfolio Manager at Harness Investment Management
2020-2021
Founder and CEO at Bold Wealth Partners
2021–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Arthur’s journey hasn’t followed a predictable corporate playbook. What set him apart from the beginning was a deep hunger to learn and a genuine empathy for the client experience.
“I put in the hours, stayed curious, and always asked why. Why do we do it this way? How does it affect the planner and the end client? That mindset helped me grow intentionally and build something others believed in,” he says. “At Bold Wealth, I still ask those questions every day.”
Empathy is more than a buzzword at Bold Wealth; it’s one of the firm’s leadership foundations.
“Whether I’m in a strategy session or a hiring meeting, I try to lead with understanding. Financial planners are under immense pressure, and so are our internal teams. The best way to earn trust is to truly listen,” Arthur explains. “Our goal is to be a partner to our financial planners and elevate their businesses, not slow them down.”
That empathy is balanced by Arthur’s operational rigour. He encourages his team to stay grounded by returning to three questions before every major decision:
Does this serve our financial planning partners?
Will it help build stronger client relationships?
Is this scalable?
Bold Wealth’s long-term vision is ambitious: to become Canada’s leading platform for financial planners by delivering powerful technology, pension-style investment management, and white-glove service, all under one roof.
It’s not just about AUM or headcount. It’s about building something sustainable, advisor-first, and future-proof – a company that redefines what support can look like for independent financial planners in Canada.
“Ultimately, our job is to make our financial planning partners look like heroes to their clients,” Arthur says. “If we do that right, everything else takes care of itself.”