David Boldovitch

David Boldovitch Email and Phone Number

Financial Advisor and Group Benefits Broker | Bold Financial @ Bold Financial
Toronto, ON, CA
David Boldovitch's Location
Toronto, Ontario, Canada, Canada
David Boldovitch's Contact Details

David Boldovitch personal email

About David Boldovitch

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.David credits his business management experience and achievements to his success as a financial services professional. Today, he has become a trusted advisor to scores of business owners, professionals and individuals in the Greater Toronto area – and across Canada. He received his undergraduate degree in Commerce at Ryerson University, and his master’s Degree in Industrial Relations (MIR) from Queens. After graduation, he became a passionate and driven entrepreneur, developing and profitably selling two medical technology businesses before making a career transition to the financial services sector.Look to Bold Financial as a trusted source for anyone who wishes to plan efficiently, mitigate risk, and maximize wealth.

David Boldovitch's Current Company Details
Bold Financial

Bold Financial

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Financial Advisor and Group Benefits Broker | Bold Financial
Toronto, ON, CA
Website:
boldfinancial.ca
Employees:
3
David Boldovitch Work Experience Details
  • Bold Financial
    Financial Advisor And Group Benefits Broker | Bold Financial
    Bold Financial
    Toronto, On, Ca
  • Bold Financial
    Financial Advisor & Group Benefits Broker | Bold Financial
    Bold Financial May 2018 - Present
    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.
  • Owens Macfadyen Group Inc
    Wealth Management
    Owens Macfadyen Group Inc Dec 2017 - Apr 2018
    Toronto, Canada Area
  • Freedom 55 Financial / Quadrus Investment Services Ltd.
    Financial Advisor
    Freedom 55 Financial / Quadrus Investment Services Ltd. Oct 2012 - Nov 2017
    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.
  • Sabre Strategic Partners
    Group Benefits Broker
    Sabre Strategic Partners Oct 2012 - Nov 2017
    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.
  • Professional Contact Lens Inc.
    Owner
    Professional Contact Lens Inc. Dec 2008 - Jan 2012
    -Imported private line of contact lenses for resale directly to optometrists & opticians in Canada.-Oversaw sales & customer service teams, budgeting & forcasting, and inventory management.
  • Medical Technology Service Providers Inc.
    Owner
    Medical Technology Service Providers Inc. Nov 2003 - Jul 2010
    -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.
  • New Alpine Paper Converters Inc.
    General Manager
    New Alpine Paper Converters Inc. Oct 2002 - Jun 2003
    -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.
  • West Coast Connections
    Tour Director (Summers)
    West Coast Connections 1999 - 2003
    - 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

David Boldovitch Skills

Client Relationship Building Team Management Technical Analysis Sales Management Process Development Customer Service Financial Planning Retirement Planning Insurance Solutions Risk Management Estate Planning Critical Illness Insurance Disability Insurance Group/employee Benefits Life Insurance New Business Development Insurance Strategic Financial Planning Management Employee Benefits Critical Illness Investments Financial Planners Sales Training Small Business Business Development Entrepreneurship Retirement Financial Advisory Crm

David Boldovitch Education Details

Frequently Asked Questions about David Boldovitch

What company does David Boldovitch work for?

David Boldovitch works for Bold Financial

What is David Boldovitch's role at the current company?

David Boldovitch's current role is Financial Advisor and Group Benefits Broker | Bold Financial.

What is David Boldovitch's email address?

David Boldovitch's email address is da****@****ial.com

What schools did David Boldovitch attend?

David Boldovitch attended Queen's University, Ryerson University.

What are some of David Boldovitch's interests?

David Boldovitch has interest in Canoe Tripping, Outdoors, Golf, Customer Service, Hockey, Movies.

What skills is David Boldovitch known for?

David Boldovitch has skills like Client Relationship Building, Team Management, Technical Analysis, Sales Management, Process Development, Customer Service, Financial Planning, Retirement Planning, Insurance Solutions, Risk Management, Estate Planning, Critical Illness Insurance.

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