Bold David Kere
After working in the Quality Assurance Management field and the Banking industry for several years, winning several internal regional banking services awards, 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 has since been serving clients with financial planning and wealth management expertise along with a 360 comprehensive client care.
Along Bold Care Financial, and 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, part of Financial Discipleship Canada.
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.
Being committed to continually improve and sharpen his skills out of his passion for finances and to give the best to his clients, Bold holds several professional designations and credentials. He has a bachelor degree in Applied Science from Université 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.
Bold has lived and gained experiences on 3 continents: Africa, Europe and North America
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.