Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

Today's guest is David O'Leary of Kind Wealth. His story shows that it’s possible to make a difference in the world through financial planning. In cliché fashion, David’s life was transformed after a trip to Africa. His ensuing soul-searching led him to quit his Bay Street career on a quest to effect positive change. Currently, there are three levers David is pulling to make a dent. As Director of Impact Investing at World Vision Canada, he is mobilizing capital to help the world’s most vulnerable people. He also founded Kind Wealth, a not-just-for-profit business helping millennials manage their finances in alignment with their values. David also sits on the board of Parker P. Consulting, a social enterprise helping organizations of all shapes and sizes achieve gender equity. David has lived, worked, and volunteered at various times throughout Africa. One of his proudest accomplishments is founding and running Grassroots Youth Development while living in South Africa. David is a freq