David is WealthRocket’s personal finance expert. He is a chartered financial analyst, wealth management expert, impact investment specialist, podcast host, and public speaker. And he’s also the founder and principal of Kind Wealth, an advice-only wealth advisory business committed to independence and transparency that serves business owners and executives with complex financial lives. In his 25-year career, David has worked in various roles across the financial services industry with organizations such as Morningstar, TD Canada Trust, and Origin Capital (the impact investing division of World Vision Canada).
David produces and hosts The Impact Investing Podcast, and is regularly called upon to speak at conferences and to the media. In addition to his CFA designation, he holds an MBA from the Rotman School of Business at the University of Toronto.
Opinion: Why you might not be getting the financial advice you want or need