Designed Wealth Management would like to welcome Haider Rana, MBA, CFP from Toronto, ON. Another great advisor who will use his wealth of experience to help his clients achieve their financial goals. #advisors #wealthmanagement #welcometotheteam
Designed Wealth Management
Financial Services
Toronto, Ontario 3,665 followers
An independent wealth management platform supporting investment advisors and portfolio managers.
About us
Design. The process of creating a financial plan or investment portfolio. Designed. Planned for a specific purpose. Transparent and unique. Creating the optimum advisor experience for advisors and their clients. We are focused on ensuring advisors can serve their clients without conflicting goals and pressures. We work closely with advisors and portfolio managers to address their top priorities in serving their clients’ needs and provide meaningful insights into practice management. We are designed to support an advisors’ growing practice to help them provide the best advice and service to their clients. With strong core values, and committed staff, we seek excellence in serving the Canadian marketplace.
- Website
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https://www.designedwealthmanagement.ca/
External link for Designed Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Toronto, Ontario
- Type
- Partnership
- Founded
- 2021
- Specialties
- advisors, advisorplatform, change, digitalonboarding, finance, financialadvisor, financialplanning, financialmanagement, growingcompany, independent, investment, investmentadvisor, investmentdealer, investmentmanagement, mutualfunds, portfoliomanager, portfoliomanagement, privatewealth, transition, and wealthmanagement
Locations
Employees at Designed Wealth Management
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Yaron Orgil
Helping families find financial well-being
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Michael Konopaski, CPA, CFP, CIM, PhD, ICD.D
An independent, flat-fee dealer working with advisors and portfolio managers to create the future of wealth management advice
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Stephanie Stewart CFP, CLU, CIM, CEA, DMS, FCSI, RWM, TEP
I help Engineers & and other professionals retire early and become financially independent without sacrificing their current lifestyle.
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Karen Debergh CFP CEA
Certified Financial Planner Slater Wealth Management Inc.
Updates
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Designed Wealth Management would like to welcome Jason Forrest from Saskatoon, SK. Another great advisor from Saskatchewan putting his clients first. We love our trips to your office. Looking forward to the next one soon! #advisors #wealthmanagement #welcometotheteam
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Designed Wealth Management enjoyed a great day yesterday at Mackenzie Investments “Thriving Amidst Financial Stress” event to learn about #healthandwellness strategies, and economic updates. It was great to spend time with Joy O'Donnell BA, CFP and Po Leung, two exceptional #womeninwealth. Looking forward to the next one!
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Designed Wealth Management would like to welcome one of our newest advisors Stephanie Stewart CFP, CLU, CIM, CEA, DMS, FCSI, RWM, TEP from Calgary, AB. Another well-experienced wealth management professional that will continue to provide a premier level of service to her clients. #advisors #wealthmanagement #welcometotheteam
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Designed Wealth Management would like to welcome one of our newest advisors Thomas Dunbar from Waterloo, Ontario. Another 2nd generation wealth management professional with a bright future. We look forward to helping Thomas continue to provide a premier level of service to his clients. #advisors #wealthmanagement #welcometotheteam
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Designed Wealth Management would like to welcome Chris Worby FMA, CIM® from Regina, SK. Another great advisor who will use his wealth of experience to help his clients achieve their financial goals. #advisors #wealthmanagement #welcometotheteam
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Save the date! We are hard at work creating a line up to remember for Designed Wealth Management's 2024 dealer conference. Follow Designed Wealth Management to make sure you don’t miss out on future announcements. Our creative approach to unique conversations are sure to draw the crowd as we pin point the themes of culture, collaboration and customization. #culture #collaboration #customization #dontmissout
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Strong internal culture is crucial to run a great investment/mutual fund dealer. Designed Wealth Management holds many socials throughout the year. Thanks Aviso for hosting our staff yesterday. Acqueline Masvikeni, BSc, Bryan Parmar, Jack Carlow, Tyler Shettell, Andrew Markson, Folakemi M. Ogundipe, Jessica Smith, CIM®, APM, Steph Giddings, Lisa Parsons, CIM, Adam Nicol, Matt Tabibi, Jennifer Onuah. Gillian Kunza, CPA, FCSI and Michael Konopaski, CPA, CFP, CIM, PhD, ICD.D would like to thank our team. We couldn’t do it without you! #authentic #culture #transparent
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In 2021 Designed Wealth Management set out to establish a modern way of thinking about the investment dealer space. Recently, we took a moment to reflect on some early branding work - a word association checkboard. With three years now behind us, our commitments to these words goes beyond the checkboard. With imagination we came up with Designed, and work everyday to embody customization, flexibility, innovative and fun ways to interact as a dealer. Get connected with us! #independence #innovative #unique #design
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Earlier this week, Designed Wealth Management hosted it's 2nd Advisory Board meeting of 2024 at The Oakville Club. Gillian Kunza, CPA, FCSI and Michael Konopaski, CPA, CFP, CIM, PhD, ICD.D moderated the event attended by our advisory board members John De Goey, Sabrina DiFederico, Jason Forrest and Joy O'Donnell BA, CFP (Denise Edwards, CFP®, CLU®, RRC® regrets). As a bottom-up organization our goals, projects and tasks are informed from advisor feedback. Advisors are actively invited to participate in goal setting and decision-making. Many thanks to Jessica Smith, CIM®, APM and Fardan Ali, CIM® for your contribution and engagement throughout the day. #customization #flexibility #governance #transparency
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