Designed Wealth Management would like to welcome one of our newest advisors Joe Harris, CFP® from London, Ontario. Another well-experienced wealth management professional that will continue to provide a premier level of service to clients. #advisors #wealthmanagement #welcometotheteam
Designed Wealth Management
Financial Services
Toronto, Ontario 3,716 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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For Designed Wealth Management, sometimes a little creativity goes a long way! Our #compliancejeopardy at last weeks #compliance conference was a fun, enlightening way to bring a fresh perspective to compliance. Learning and laughter combined. Keep an eye out to be part of our next great idea!
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Designed Wealth Management would like to welcome Michael Korkus, CFP®, LLQP, PFP® from Peterborough, ON. Another young professional with a bright future. We look forward to helping Michael continue to provide a premier level of service to his clients. #advisors #wealthmanagement #welcometotheteam
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The Designed Wealth Management compliance conference yesterday was unlike any other. With #creativity we explored unique ways to review, challenge, and understand what drives the rules of the industry, and the #complianceculture of our firm. Who knew surveys, live quizzes and polls, and #compliance Jeopardy! were going to create such engagement and laughter. Compliance has never been better!
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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
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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