David O'Leary

David OLeary

Founder of Kind Wealth, Canada’s virtual family office for business owners & families creating gener...
Toronto, Ontario, Canada

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Work Experience

Kind Wealth

Founder & Principal

2017-04-01 - Present

WealthRocket

Personal Finance Expert

2023-07-01 - Present

The Impact Investing Podcast

Podcast Host

2018-09-01 - Present

Criterion Institute

Consultant

2022-02-01 - 2023-08-01

Origin Capital

Managing Director

2019-06-01 - 2020-01-01

Eden Valley Partners

Co-Founder & Managing Partner

2015-07-01 - 2017-03-01

Morningstar

Senior Investment Consultant

2014-12-01 - 2015-06-01

TD Canada Trust

Financial Advisor

1996-04-01 - 2002-10-01

Skills

financial planning impact investing social impact bonds donor advised funds gift planning estate planning ethical wills philanthropy wealth management family office business ownership tax planning risk management employee ownership trusts retirement compensation arrangement individual pension plan life planning

Languages

No Languages Available