David O'Leary

Toronto

David O'Leary

Founder and Principal of Kind Wealth, a virtual family office for business owners and affluent families. Former Head of Manager Research at Morningstar Canada and Morningstar South Africa.

Financial Fair Play: Why It’s Time for Canadian Fund Managers to Show Their Hand

May 29, 2024 4 min read

Why performance fees are a scam

May 10, 2024 3 min read

How to Magnify Your Social Impact At Any Income Level

Apr 29, 2024 16 min read

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Consumer Protection

How to Spot Scams this Holiday Season

Dec 20, 2024 1 min read

Aging

Academic evidence on the effects of cognitive decline on financial decision making

Dec 19, 2024 2 min read

Society

What is Financial Fawning?

Dec 18, 2024 3 min read

5 Biggest Investment Decisions for Retirees

Dec 17, 2024 1 min read

CPP

Will Canada Pension Plan (CPP) Still Be There When You Retire?

Dec 16, 2024 1 min read

Inflation and Prescription Drug Spending in Retirement

Dec 13, 2024 3 min read

Practice Management

It's Time For a Fiduciary Standard of Care

Dec 12, 2024 2 min read

Financial Planning

Financial Advice for Someone in Their 50s

Dec 11, 2024 1 min read

Digital tools to help build client relationships

Dec 10, 2024 1 min read

No… Homeowners are NOT Happier than Renters

Dec 9, 2024 1 min read

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