Rhys Martell
Founder & Advisor
BAAC · CIM · FCSI · QAFP
Different
by design.
Bold Wealth was built on a simple idea: that the wealth management industry needs to rethink how it serves clients. Through this partnership, you get the benefit of that philosophy alongside Well Built Wealth's independent financial planning advice.
Founder & Advisor
BAAC · CIM · FCSI · QAFP
Partner & Financial Planner
CPA · CFP
Financial Planner
CFP
Tax Advisor & Manager of Operations
CPA · CFP · TEP
CEO & Portfolio Manager
CIO & Portfolio Manager
Senior Portfolio Manager
Portfolio Manager
Portfolio Manager
Portfolio Manager
Associate Portfolio Manager
Our SMA portfolios versus comparable Big 5 bank fund offerings. As of April 30, 2026.
SMA composite disclosure4. Past performance is not indicative of future results. Read the full disclosure →
Illustrative only*. Adjust the size and mix to model an estimated blended fee and net return under the proposed fee schedule.
Tiered like tax brackets. First $1M billed at 1.25%, dollars above that billed at the next tier's rate, and so on.
2Illustration only. Past performance is not indicative of future results. Portfolio returns shown are net of the underlying fund's MER; the Bold Wealth blended fee is charged on top. Read the full disclosure →
Illustrative estimate of the annual dollar difference and, if reinvested, the potential value of that difference over time.
Total all-in fee: management fee, embedded MER, and any trailing commissions.
A rate you supply for illustration. Not a return we forecast or achieve.
Bold Wealth Partners Inc. is registered as a Portfolio Manager and Investment Fund Manager with applicable securities regulatory authorities in Canada. Client assets are held in custody at Aviso Wealth, a $178B institution owned 50% by Desjardins and 50% by Canada's five provincial credit union centrals.
Our back office, custody, and trade execution partner. One of Canada's largest independent wealth management firms, handling $178 billion in assets under administration as of March 2026.
aviso.ca →Aviso is regulated by the Canadian Investment Regulatory Organization (CIRO), the self-regulatory body that oversees investment dealers and mutual fund dealers across Canada.
Learn about CIRO →Every client account is covered by the Canadian Investor Protection Fund up to $1,000,000 per account category in the unlikely event of dealer insolvency.
Learn about CIPF →Co-owner of Aviso. Desjardins is the largest financial cooperative in Canada, founded in 1900, with over $407 billion in total assets and 7.5 million members across the country.
desjardins.com →Client assets are held in custody at Aviso Wealth and protected under CIPF up to specified limits.9 Aviso Wealth is regulated by CIRO. Bold Wealth Partners Inc. is separately registered as a Portfolio Manager and Investment Fund Manager with applicable securities regulatory authorities in Canada. CIPF protection does not cover losses from changes in the market value of investments.
Globally diversified, evidence-based, and built for the long run. We own the markets rather than try to outguess them.
A separately managed account built on basic, low-cost ETFs. Disciplined, passive, and tax-aware, customized to your needs.
Every basis point you keep compounds for decades. Our all-in fee is a fraction of what a typical mutual-fund portfolio charges.
1General description of Bold Wealth's investment approach. Specific holdings, allocations, and outcomes vary by client mandate, market conditions, and personalization. Not a recommendation. Read the full disclosure →
S&P's SPIVA scorecards have shown for two decades that the vast majority of active funds underperform their benchmark over time. Our passive SMA approach is built around that reality. Diversified, low-cost, and evidence-based by default.
Source: S&P SPIVA Canada →
6SPIVA data reflects historical fund performance versus benchmark and is provided by S&P Dow Jones Indices, subject to the methodologies and limitations set out in the source reports. Third-party data used for informational purposes only. "SPIVA" and "S&P" are trademarks of S&P Dow Jones Indices LLC or its affiliates.
of active Canadian Equity funds underperformed the S&P/TSX Composite over 10 years
Through Bold Wealth's Addepar-powered client portal, you have a real-time window into every dollar, accessible on any device, any time.
Track every position, return, contribution and withdrawal as it happens.
Confirm who's named on every account, kept current and accessible.
Tax slips, performance reports, and account statements, all on one page.
Same secure view on your phone, tablet, or laptop. Login any time.
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7Illustrative sample - fictional data. Not an actual account or actual returns.