Young Money With Tracey Bissett

EP307 Canadian Investing Habits with David O'Leary

Informações:

Synopsis

Curious about making smart investment choices and understanding the current economic climate in Canada? Tune in to this episode with David O’Leary, chartered financial analyst, wealth management expert, and the founder and principal of Kind Wealth. With a wealth of experience behind him and a commitment to independence and transparency, he’ll take you through the intricacies of investing and financial planning. Listen in as David shares his insights on a range of topics, including the impact of inflation on investing among Canadians, changes in risk tolerance, and the links between investing and personal values. We also discuss the difference between financial planning and investment management, practical tips for successful self-directed investing, and how David overcame his own financial challenges. “There’s no bravery without fear.” - David O’Leary This Week on Young Money: What a day in David’s life looks like. The core themes and success factors in David’s career journey so far. The financial challenge