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The most important questions to ask when interviewing a financial advisor
These days, financial advisors have a bad rap. In fairness, we deserve it. The advice industry has been confusing, opaque, and riddled with conflicts of interest. Still, to this day, many advisors receive sales commissions […]
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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 careers to building several successful consumer packaged goods companies. As they prepared to exit their most successful venture yet, they looked forward to starting a […]
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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 early 40s. Residing in downtown Toronto with their two young children, Dylan had made a name for himself as a serial entrepreneur in the tech […]
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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 the birth of their first child. Jaden was considering incorporating his expanding medical practice, and both were curious about the preparations and implications of Jaden’s […]
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What is impact investing?
As you may have heard, impact investing is quickly gaining traction as a way to not only make a profit but also make a positive impact on the world. But what exactly is impact investing, […]
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How to Magnify Your Social Impact At Any Income Level
Not sure how to you can make a social impact? You don’t need to be rich. Read on to find the surprising ways you can make a difference no matter how much you’re worth.
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One thing we have wrong about impact investing
One of the most common refrains I hear in the fields of responsible and impact investing is how it is the younger gens and women who are the people most interested in aligning their investments […]
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Stop arguing that impact investing beats the market!
I always cringe when I hear well-intentioned investors argue that impact investments (or even ESG/Responsible Investing) outperform the market. While there are a lot of studies showing that ESG has historically outperformed, ESG, and impact […]
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Ep 3 – One Tech CEO’s money journey through entrepreneurship, relationships, and death
Erin Bury joins us for Episode 2. 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 […]
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