Aligning Our Clients Core Values To Their Financial Aspirations

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Investments Around Your Style

Investments Around Your Style “Dave has helped me reduce my taxes owing for the last two years and also has some great investment ideas in these tough economic times. mutual funds, insurance contracts, corporate deposits), Money Metrics advises on unique assets, which are fully transparent and uncorrelated to the capital markets. 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.

Sage Accounting Rugby

alphaadministration.co.uk
We use SAGE software as it is recognised as the best in the market whilst it also ensures that your company will always be up to date when it comes to changes in legislation. We will process and file your year end on line to include production of all p14s p60s and p35. Alphaadministration.co.uk

Fortaleza Lawyer Services

fortalezacontabilidade.com
Repentinamente, estes vendedores viram-se obrigados a ingressar com medidas judiciais porque, do contrário, teriam de optar entre recolher duas vezes o valor do imposto – uma, em favor do estado em que estão estabelecidos e outra, em favor dos estados signatários do famigerado Protocolo. Ou então teriam suas mercadorias apreendidas pelas repartições fiscais de fronteira. Fortalezacontabilidade.com

Military Student Loan Forgiveness

military-loanforgiveness.com
More and more, we are getting questions about how to get your military service student loans eliminated, forgiven, or discharged if you are in or served in the military. We highly advise you call us to see how we can help. To see if you qualify and learn what steps to take next, give us a call at (888) 369-7390. Military-loanforgiveness.com

Nursing School Debt Forgiveness

nursingeducation-loanforgiveness.com
These days, higher education is expensive. Becoming a nurse takes a significant amount of training and education. The average student is graduating with $37,000 in student loan debt. Nursing students may find themselves with even more student loan debt. The expensive price tag of a nursing degree and caused a huge shortage in available Registered Nurses (RN) staff. Less nurses available for teaching, coupled with high costs of higher education, equals a positive feedback loop. Nursingeducation-loanforgiveness.com

Police Officer Student Loan Forgiveness

lawenforcement-loanforgiveness.com
Qualifying employment for the PSLF Program as a police officer, also know as law enforcement loan forgiveness is not about the specific job that you do for your employer. Rather, it is about who your employer is. As police officer you definitely qualify. Government organizations at any level (federal, state, local, or tribal) Not-for-profit organizations that are tax-exempt under Section 501(c)(3) of the Internal Revenue Code Other types of not-for-profit organizations that provide certain types of qualifying public services- Lawenforcement-loanforgiveness.com

criminal attorney LA

southbaycriminallawdefense.com
Torrance Theft Attorney | South Bay Theft Defense Lawyers There are various forms of theft crimes commonly prosecuted in Torrance Court and the severity of the punishment can differ depending on whether you are charged with a felony or misdemeanor theft crime. Theft offenses in Torrance can range from misdemeanor petty theft and shoplifting to more serious felony theft crimes such as embezzlement, grand theft, fraud, and burglary. Southbaycriminallawdefense.com

Testimonials

“Dave is aware of my investment plans & goals, adept at searching out the right vehicle, and faithful in his follow-up.”
Dr. Claude Page, D.D.S 
“Dave has helped me reduce my taxes owing for the last two years and also has some great investment ideas in these tough economic times.”
Dr. Haider Hasnain 

“Dave is an honest, competent advisor with a high level of integrity”
Lou V. Panontin, P.ENG  

“I have confidence in the professionalism of David Irwin”
Nancy Nicholson, M.B.A., L.L.B. 

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A Few Words About David

Getting to Know David

Since his beginnings in the financial services industry, David W J Irwin has sought out to align his client’s financial plans to their core values. Operating under this mandate, Mr. Irwin and his clients have achieved significant success.

Why Choose Us

  • * 30+ Years Experience in Financial Services
  • * One-of-a-kind Approach
  • * Strong Professional Relationships
  • * Wide-range of services
  • * Unique Investment Ideas
  • * Portfolio Diversification

services overview

Upcoming Events

Check back here for information on upcoming events with Money Metrics.

The Concierge Approach

You’ve just arrived at the Ritz Carlton Hotel in New York. Who do you consult to ensure you see the best sights? Eat at the finest restaurants? Have an incredible experience? The concierge! The Money Metrics approach to financial advisory resembles that of a concierge service.

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Services

Our Key Services

How can we help you achieve your goals? We’ve provided a list of the core services at Money Metrics. Looking for something else? Contact us via email or telephone to see how we can help you.

    • * Lifestyle Advisory
    • * Alternative Investments
    • * Tax Assisted Estate Planning
    • * Merger, Acquisitions, and Divestitures
    • * Business Succession Planning
    • * Money Personality Identification
    • * US-Canadian Life Insurance Service
    • * Structured Finance Life Settlements


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STRATEGIC ALLIANCES

REO investments, prestigious properties, Blueport Capital, favored corp
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primary contacts

Windsor

1608 Sylvestre Dr. Suite 3
Windsor ON N8N 2L9
Telephone : 519-739-0355
E-mail: dave@moneymetrics.ca

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our locations

North Carolina

129 Williamson Rd
Mooresville, NC 28117
Telephone : 888-600-1022

Toronto

First Canadian Place
100 King Street West, Suite 5700
Toronto, Ontario M5X 1C7
Telephone : 888-600-1022

Indiana

Purdue Research Centre
1330 Win Hentschel Blvd, Suite 201
West Lafayette, IN 47906
Telephone : 765-463-3900

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.

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