Who is Money Metrics?
Unique approach. Exclusive investment opportunities. Innovative strategies. Investing with Money Metrics means investing in 30 years of financial experience and diversity. More importantly, investing with Money Metrics means investing with your own personal interests at the forefront of your financial strategy.
Money Metrics is a lifestyle advisory firm that specializes in developing and executing innovative financial plans that are parallel to the unique values and objectives of each client. Our mission is to first establish a high trust client-advisor relationship and, after identifying their core values, provide strategies in the attainment of their goals. The underlying purpose is to help the client actively seek economic balance throughout their lifetime.
Rather than simply offering standardized investment products (ie. mutual funds, insurance contracts, corporate deposits), Money Metrics advises on unique assets, which are fully transparent and uncorrelated to the capital markets. In addition, Money Metrics acts as a referral intermediary (much like a concierge service) to various limited market products, creating unique opportunities that differ for each client.
Money Metrics has identified successful investment opportunities for our clients through offerings such as: single and multi-residential real estate syndications and direct ownership, life settlements, venture capital, etc.
Since its inception, Money Metrics has conducted most of its core business activity in the Southwestern Ontario region. However, more recently, Money Metrics has established a footprint in regions outside of Ontario, including Alberta, British Colombia, and various states across America, including North Carolina, Indiana, and Texas.
Meet David Irwin
Mr. Irwin’s financial services career spans 30 years. First aligning himself with a leading Canadian life insurer, he developed a robust corporate benefits and pension business in 5 years. In order to fully serve the needs of his clients, Mr. Irwin expanded his practice with another major Canadian financial services company, rising to an elite group of advisors, servicing high net worth individuals, entrepreneurs, and professionals. Financial services activities included investment advisory in segregated, mutual, and fixed income investment products, as well as tax planning relating to estates, corporations, and individuals within these areas. Additionally, Mr. Irwin developed a sub-specialty within the area of Corporate Succession Planning, Buy-Sell Funding arrangements, and Risk Management.
In 2004, Mr. Irwin expanded his practice to the limited partnership arena, becoming lead advisor for a leading Canadian Limited Partnership Private Equity Firm.
In 2008, Mr. Irwin turned his attention to the development of Money Metrics, a unique financial practice based on a fee for service financial advisory model.
Mr. Irwin holds a Bachelor of Arts Degree in political science and economics from the University of Windsor, his Chartered Life Underwriter Designation, and his Certified Financial Planner designation through the Financial Planners Standard Council. In 2012, Mr. Irwin plans to pursue his Masters of Business Administration.