250% AUM Growth in 5 Years | Chris Arthur, Bold Wealth

This series is a set of 1-on-1 conversations with the principals behind some of the fastest-growing wealth advisory firms in Canada. In each interview, I explore how these firms have identified acquisition opportunities, negotiated and structured transactions, closed deals, and most importantly integrated advisors and clients in a way that actually accelerates value and scale. The emphasis is on what worked, what failed, and what changed along the way. About My GuestChris Arthur is the Founder and CEO of Bold Wealth. After starting his career as a financial advisor, he identified a gap between what independent planners needed to succeed and what the industry was delivering — a realization that led him to build Bold Wealth as a platform providing institutional-quality portfolios and operational support to growth-minded advisors.Recognized by Wealth Professional Canada as a Top 40 Under 40 (2025), he is focused on modernizing the advisor experience by reducing operational friction and helping firms scale with confidence.