Aligning Our Clients Core Values To Their Financial Aspirations

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Portfolio Diversification

Portfolio Diversification services overview Upcoming Events Check back here for information on upcoming events with Money Metrics. 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. 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.

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Certified Public Accountant DeLand

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Business Financing

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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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