David O’Leary

Panel

David O’Leary

Panel

Biography

David O’Leary is Founder & Principal of Kind Wealth, a social purpose advisory practice helping Next Gen Canadians (under 50) manage their money in a way that matches their values. David also produces and hosts The Impact Investing Podcast and is a frequent speaker at conferences and in the media (The Globe & Mail, The Toronto Star, BNN Bloomberg, CNBC Africa, etc.).

Previously, David was Managing Director of Origin Capital; the impact investing division of World Vision Canada. Prior to that he co-founded Eden Valley Partners, an advisory practice managing discretionary portfolios and providing financial planning to high net worth Canadians. David spent the first 13 years of his career with Morningstar in both Canada and South Africa in a variety of Director level roles where he specialized in Investment Manager Research.

David holds a BA in English Literature from the University of Toronto, a Master’s in Business Administration (MBA) from the Rotman School of Business, the Chartered Financial Analyst (CFA) designation, and the Qualified Associate Financial Planner® (QAFP) designation. He is also working toward the Certified Professional Impact Analyst (CPIA) designation at Queens University.

All sessions by David O’Leary

REGISTER NOW

Members: $495.00 plus tax | Non-Members: $595.00 plus tax
2 Day Symposium, October 1 + 2 : $445.00
Sneak A Peek/Advanced Education Day: $150.00 plus tax

You will be directed to the registration page on iafp.ca to complete the transaction. *non-member registrations are subject to approval