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Team

Kind Wealth is made up of financial and social impact professionals. We have a diverse range of experiences with organizations such as RBC Dominion Securities, TD Wealth, Manulife Securities, Canadian Securities Institute, Morningstar, TEDxToronto, and the Ontario Securities Commission. We believe in educating ourselves well beyond the minimum regulatory requirements and hold ourselves to the highest professional standards. Read more about us below.

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David O'Leary, CFA, MBA

Founder & Principal

In cliché fashion, my life was transformed when I met a girl. I know, boy meets girls, how original! But her influence led me to take a six-week sabbatical from my job on Bay Street to spend 6 weeks volunteering in Sierra Leone with a large INGO learning about ...

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Shay Steacy, CFP®

Head Financial Planner & Principal

In my early 20’s I was asked what I was passionate about in life. My first instinct was music. I love attending live music concerts, know the words to more 90’s songs than I care to admit, and I’m always humming the tune of the song stuck in my head. But ...

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Rebecca Laramée

Social Impact Consultant

It was in my earlier years in international work that I understood that living a life full of meaning, purpose, and happiness comes from knowing how to give of your time, talents and treasures to the world around you. And while I ended up in the field of HR Management ...

"Kind Wealth isn't just a business, it's a mission. We're here because each one of us cares deeply about empowering Canadians to take control of their money."

                 David O'Leary

                       Founder & Principal

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