I’m Dave O’Leary. Kind Wealth is an advice-only family office for a small number of families across Canada.
We keep things private. Personal introductions like this are the main way we meet the families we work with.
Here’s a little about how we work. If it resonates, let’s talk.
A family trust, a holding company, income splitting: these are tactics, not strategy. Each comes from a bright and often expensive specialist (your accountant, lawyer, etc.) solving only for their piece of your wealth picture. Nobody owns the whole, so the pieces leave gaps and can even work against each other. What’s missing, even for the wealthiest families, is the strategy.
Over a lifetime, those gaps can cost you millions of dollars.
That’s where we come in. We set the strategy first, around the life you want, and help you make hard calls. Then we bring in the right specialists, only when you need them, to put it in place. Think of us as your family’s CFO.
Having a CFO for your family means someone sits close to your entire wealth picture: your investments, taxes, business, family, and plans. That only works if you never have to wonder whose interests their recommendations serve.
That’s why we don’t sell products or accept commissions or referral fees. We don’t manage your money either, so we can tell you the truth about the people who do. We’re paid one way: by our clients, for our advice.
Creating wealth is only half the equation. The other half is making sure it actually improves your life: more time and freedom, closer relationships, more intentional impact with your wealth, and children who grow up with a healthy relationship with money.
Every family we work with has a Client Wellbeing Officer whose job is making sure your wealth translates into a better life, not just a bigger number.
Being a family’s strategist and first call means being responsible for the whole picture. It’s a big responsibility, it’s deeply personal, and it doesn’t scale. So we take on only a handful of new families each year.
That makes the right fit, on both sides, really important to us. We look for families who share our mindset about money, want to be involved, and see this as work we do together, not something they hand off.
Perhaps most importantly, we should all genuinely get along. Life’s too short to work with people you don’t enjoy spending time with.
If you are, we’ll set up a video call, and my partner Tim, our lead financial planner, will join us. We’d love to hear where you’re at in life, what questions you have about your wealth and finances, and what, if anything, is nagging at you.
After that call, if we all think it’s worth continuing the conversation, we can. If not, we’ll be upfront about that. Either way, you’ll leave with an objective perspective on your current approach and where there’s room to improve it.
Cheers,
Have a question, or want to chat before scheduling a time? Email us.
