David Boldovitch Email & Phone Number

Toronto, On, Ca

Toronto, Canada Area

Bold Financial is a Toronto-based financial advisory that specializes in helping business owners and professionals thrive. We bring a thorough understanding of financial instruments, insurance products and strategies that work best for business and career-minded individuals.Look to Bold Financial as a trusted source for anyone who wishes to plan efficiently, mitigate risk, and maximize wealth.

Toronto, Canada Area

As a Financial Advisor, I help clients to formulate and implement sound financial planning strategies. Using insurance and investment products, I help individuals, families, and business owners accumulate wealth, minimize risk exposure, and protect against life's unforeseen events.

As a Group Benefits Broker, I provide employee benefits and Group Retirement Savings plans to an array of both small and large businesses. Through my association with Sabre, I’ve had a great success leveraging 30+ years of experience, relationships, and a significant block of business to secure superb service, value, and cost savings for my group clients.

-Imported private line of contact lenses for resale directly to optometrists & opticians in Canada.-Oversaw sales & customer service teams, budgeting & forcasting, and inventory management.

-Launched company to supply mobile medical testing services to Doctors across Canada.-Managed all aspects of the business including: Business Development & Client Relationships, Staff Recruitment & Training, Sales & Marketing, Accounting & Finance.-Grew company to 3 offices, 16 employees, and 4M in Revenues.-Sold business through private sale in 2010.

-Managed 20,000 sq. ft. paper manufacturing company and its 5-10 employees. -Responsible for purchase and sale decisions pertaining to customers and vendors.-Establish daily/weekly production schedules to maximize factory output.-Multi-tasking and general handling of matters that arise in the course of business.

- Lead 50 tour members and 6 staff on 40 day trips throughout Europe and North America- Provide superior quality service to both tour members and parents- Accountable for safety and well being of all tour members- Coordinate daily itinerary, transportation and finances

Master'S Degree, Industrial Relations

Recipient of the Don Wood Fellowship in Industrial Relations, 2000. Recipient of the Denis Flynn Memorial Scholarship, 2000.

Bachelor Of Commerce (Bcom), Hospitality & Tourism (Minor In Hr)

Recipient of the Hotel HR Professionals Association of Toronto Scholarship, 2000. Recipient of the Journey’s End Management Scholarship.