Ep 2 – How to navigate the promise and pitfalls of rental income properties

I filed for bankruptcy at 25. Now I help others manage their money.

This article was commissioned by Lowestrates.ca as part of their Financially Naked series; a series of articles meant to eliminate the…

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Ep 01: I claimed bankruptcy at 25, now I manage other people’s money

Welcome to the first episode where your host Dave O’Leary, shares his personal story of claiming bankruptcy at just 25…

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store window with a sticky note that says "sorry we're closed, covid-19"

Special Episode: One entrepreneur’s fight to survive the global pandemic

In our inaugural episode, we sit down with one entrepreneur who gives us a behind the scenes account of her…

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Coronavirus

Investing in the time of Coronavirus

Part 1: Life in the time of Corona money series.

Since Coronavirus became a global pandemic, the markets have been fluctuating wildly. In this video, David O’Leary discusses how to think about investing in a time of so much fear and uncertainty.

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The truth about doing well by doing good

This article was written for SeeChange Magazine. You can view the article here. Remember the 80s and 90s? Shoulder pads,…

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9 financial tips for digital nomads

Location independent, geographically fluid, timezone agnostic… these are just some of the terms that I’ve come to identify with recently….

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Navigating Wealth, Legacy, and Social Purpose: Jonathan & Lauren’s Financial Transformation

Neither Jonathan nor Lauren inherited their wealth. They dedicated their…

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From Tech Payouts to Tax Planning: A Modern Couple’s Financial Blueprint with Kind Wealth

Dylan and Taylor began their journey with us in their…

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Expecting a Baby and a Windfall: How Kind Wealth Steered Jaden & Amaya to Safe Shores

Jaden and Amaya approached us just a few months before…

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