David Boldovitch Email and Phone Number
David Boldovitch work email
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David Boldovitch personal email
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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.
Bold Financial
View- Website:
- boldfinancial.ca
- Employees:
- 3
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Financial Advisor And Group Benefits Broker | Bold FinancialBold FinancialToronto, On, Ca -
Financial Advisor & Group Benefits Broker | Bold FinancialBold Financial May 2018 - PresentToronto, Canada AreaBold 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. -
Wealth ManagementOwens Macfadyen Group Inc Dec 2017 - Apr 2018Toronto, Canada Area -
Financial AdvisorFreedom 55 Financial / Quadrus Investment Services Ltd. Oct 2012 - Nov 2017As 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. -
Group Benefits BrokerSabre Strategic Partners Oct 2012 - Nov 2017As 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. -
OwnerProfessional 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.
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OwnerMedical 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.
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General ManagerNew 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.
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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
David Boldovitch Education Details
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Industrial Relations -
Hospitality & Tourism (Minor In Hr)
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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