Our Team - Kind Wealth

Dave O'Leary, CFA, MBA

Founder & Principal

In clichéd fashion, my life was transformed when I met a girl. I know, boy meets girl, how original! But her influence led me to take a sabbatical from my job on Bay Street to spend time overseas in Sierra Leone learning about microfinance and how it ...

Tim Lew, CFP®

Senior Financial Planner

Though my younger self always brings me back to hockey, my old soul is at peace on the golf links. Yes, golf— the sport one takes up when they can no longer play any others. Being from the small town of Courtice and growing up in a ...

Ashley Quamme, LMFT, FBS®, CFT-I™

Money Mindset Expert

A therapist who works in the financial world. Sounds crazy when you say it out loud, but that’s exactly who I am and what I do. I should have known early on that I would end up here. My dad is a CPA (Certified Public Accountant) in North ...

Being kind means treating you like we would want to be treated.

Learn more about our values.

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Advisory Team

Rehana Nathoo

Impact Investment Specialist

Rehana is the Founder and CEO of Spectrum Impact, a strategy consulting firm that supports a range of organizations looking to expand their impact investing footprint.

Previously, Rehana led the Impact Investing program at the Case Foundation, helped design the Bank of New York Mellon’s Social Finance program and pilot impact investment fund, helped lead the Rockefeller Foundation’s impact investing grantmaking program, and supported partnerships at the UN Capital Development Fund (UNCDF).

Rehana serves as an Adjunct Assistant Professor within Georgetown University’s Global Human Development Program, teaching on Impact Investing and Social Finance in emerging markets. "

Jeffrey Baikowitz

Serial Social Entrepreneur

Jeff is a Montreal-based serial entrepreneur who is dedicated to developing innovative social enterprises. Jeff along with his partners manages 15 businesses that he co-founded, including Motherfood International; a social enterprise focused on ending malnutrition for Moms and babies throughout the developing world.

As an active philanthropist, Jeff is involved in a wide variety of charitable and social impact causes. Jeff is the Chairman of the Leadership Council for the McGill Social Economy Initiative in the Desautels School of Management, which he helped found. He has also served on many other non-profit boards, including Chairman of Street Kids International. Jeff is a fellow of QuantumShiftT for Entrepreneurs in 2005, selected as one of the top 40 entrepreneurs in Canada by KPMG and The University of Western Ontario – Richard Ivey School of Business.

Erin Bury

Fintech Entrepreneur

Erin is an entrepreneur, speaker, startup advisor, and former technology journalist. She is the co-founder and CEO at Willful, an online estate planning platform that makes it easy for Canadians to create a will in less than 20 minutes. At Willful she’s responsible for driving the company’s mission to make it easier for Canadians to prepare for and deal with death in a digital age.

Previously Erin was Managing Director at Eighty-Eight, a Toronto-based creative communications agency. Prior to Eighty-Eight she was the Managing Editor at startup publication BetaKit, and director of communications at Sprouter, which was acquired by Postmedia in 2011.

Erin was named one of Marketing Magazine’s top 30 Under 30 marketer and is a frequent speaker with Speakers’ Spotlight. She has appeared in publications including The New York Times, Forbes, and CNN.

"Kind Wealth is more than a business. Each one of us is here because we care deeply about helping our clients turn their money into meaning."

David O'Leary

Founder & Principal