David O'Leary
Impact Advisor, Social Entrepreneur, and Financial Planner in Toronto, Ontario, Canada
David O'Leary
Impact Advisor, Social Entrepreneur, and Financial Planner in Toronto, Ontario, Canada
For nearly 20 years I have been focused on improving the lives of investors. Most recently I founded a financial planning practice, Kind Wealth, to help young professionals (under 45) manage their money in a way that matches their values.
Being "kind" means treating clients well, helping them impact the causes that matter to them, and making the world a better place in the process.
We operate entirely virtually (saving paper, office space, and travel), do not accept any commissions or kickbacks that are common in this industry, and offer radical transparency in our pricing.
We not only help clients achieve their own financial goals but we advise them on ways they can impact the causes that matter to them; at no additional cost.
My writing and opinions appear in most of Canada’s leading national daily newspapers. I am a regular contributor to The Globe & Mail, The National Post, and Advisor Magazine. I also regularly appear on television: Business News Network (BNN), CBC, and CNBC Africa.