David O’Leary, CFA
11.1K posts

David O’Leary, CFA
@DavidPOLeary
🇨🇦 Founder @KindWealth_ca | Advice-Only Family Office | Father. Former boxer. Fighting for social & economic justice | Writes about money, meaning & impact.
Toronto, Ontario 가입일 Mart 2010
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David O’Leary, CFA 리트윗함

David O’Leary, CFA 리트윗함
David O’Leary, CFA 리트윗함

Love this. ❤️ So much of our work at @kindwealth_ca involves helping clients clarify their purpose.
Be concerned if your advisor doesn't spend time first clarifying your goals. We can't give you financial directions until we know where you want to go.
Positive Side of 𝕏@positivesideofx
I didn’t know John Cena was this wise. That was a beautiful speech about purpose ❤️
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David O’Leary, CFA 리트윗함
David O’Leary, CFA 리트윗함

@bryanhasling 100%. What’s disappointing with Wealthsimple doing this is that they have so much opportunity for growth in ways that aren’t detrimental to their clients’ wellbeing. Here’s a great opportunity to show some integrity, and they’re taking a hard pass.
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David O’Leary, CFA 리트윗함

@bryanhasling Lots. But I'd say the core problem is our unrelenting demand for economic growth without any regard for the societal impact.
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@pbroos1 If you can help him understand the risks of these things (and the financial motivation Wealthsimple has in offering them), do you think that could help him steer clear of their offers/ads?
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@DavidPOLeary My 20 year old son just moved his TFSA to Wealthsimple, this is not a good development
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@DavidPOLeary @jasonpereira And will spam margin and private credit to retail… Mix in predictions for the 3 legged parlay!

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@ivanhzhao I'd love early access! Happy to provide ample feedback ...
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LMK if you want early access (and can provide ample feedback in exchange)
Akshay Kothari@akothari
My new black & white dock. I love it!
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@jasonpereira lol, great video! This is a US platform? Sounds interesting.
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David O’Leary, CFA 리트윗함
David O’Leary, CFA 리트윗함

Help me keep this Impact Investing in Canada infographic up to date.
Click the link below to submit any other organizations or investment opportunities I'm missing.
airtable.com/shrapDWMROofxb…
GIF
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@kbessey @jasonpereira Yup, “clients” is a generous term for a lot of these relationships. There’s often a long tail of people an advisor sold products to once and may never speak to again.
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@jasonpereira @DavidPOLeary Are you saying that it’s common for advisors to literally not know how many clients they have?
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David O’Leary, CFA 리트윗함

David O’Leary, CFA 리트윗함


