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Designed Wealth Management has advisors across the country ready to help you. Search below for one near you and start designing your future.
Krystian Urbanski
CIM - CIWM - FCSI - PFP
Toronto, Ontario
Adam Schacter
Financial and Investment Advisor, Certified Financial Planner
Avesta Wealth
Ottawa, Ontario
Adam Rivers
Portfolio Manager
Rivers Wealth
Etobicoke, Ontario
Andrew Gillmore
Wealth Advisor
William Wealth
London, Ontario
Andrew Blanchard
Eastport Financial
Mahone Bay, Nova Scotia
Contact Information
Phone: 902-474-5433 Ext 103
Andrew Parrott
Eastport Financial
Halifax, Nova Scotia
Contact Information
Phone: 902-474-5433 Ext 102
Andrew Michael
Private Wealth Advisor
Lakeside Private Wealth
Oakville, Ontario
Arpad Komjathy
Investment Advisor
Contact Information
Alfonse Daudet
Senior Investment Advisor
Contact Information
Adam Clay
Portfolio Manager / Investment Advisor
Oakville, Ontario
Angela Oddo
Certified Financial Planner
Fiducia Financial Solutions Inc.
Regina, Saskatchewan
Contact Information
Email: angela@fiduciafinancial.ca
Phone: 306-522-4898
Website: https://www.fiduciafinancial.ca
Arie Maas
Financial Advisor
East Garafraxa, Ontario
Amanda Van Soelen
Financial Advisor
LuminWay Financial
Guelph, Ontario
Andrew Craig
Managing Director and Wealth Advisor
Londonderry Wealth Management and Family Office
Burlington, Ontario
Contact Information
Email: andrew@londonderrywm.ca
Phone: 866-248-8365
Website: https://www.londonderrywm.ca
Andy MacDonald
Advisor
Mississauga, Ontario
Brian McCrae
Contact Information
Ben Sinclair
Investment Advisor
Burlington, Ontario
Bradley Missinne
Brandon, Deloraine, Pilot Mound, Wawanesa, Manitoba
Contact Information
Brian Suitor
Portfolio Manager
Contact Information
Bobby McBride
Associate Portfolio Manager
Investing With Bobby
Whitby, Ontario
Colton Dow
Wealth Advisor
Gen Wealth Management
Anmore, British Columbia
Carter Kelly
Financial Advisor/ Mortgage Agent Level 1
Cornerstone Wealth Planning
Amherstview, Ontario
Contact Information
Email: ckelly@cornerstonewealth.ca
Phone: 613-583-6169
Website: https://www.cornerstonewealth.ca
Colin Marcus
Financial Advisor
YourLife Financial Wealth Management Inc.
Toronto, Ontario
Contact Information
Email: cmarcus@yourlifefinancial.ca
Phone: 905-479-1717 ext. 29
Website: https://www.yourlifefinancial.ca
Cory McKinnon
Investment Advisor
Total Wealth Concepts
Kamloops, British Columbia
Chris Kadyk
Financial Advisor
Grand Prairie, Alberta
Chris Worby
Wealth Advisor
Worby Wealth Management
Regina, Saskatchewan
Contact Information
Email: chris@worbywealth.ca
Phone: 306-791-8145
Website: https://www.worbywealth.com
Dan McKinnon
Senior Advisor
Total Wealth Concepts
Kamloops, British Columbia
Dominic Owusu
Financial Advisor
Woodbridge, Ontario
Doug Mutschler
Professional Wealth Advisor
Wolfond Financial
Regina, Saskatchewan
Denise Edwards
Investment Advisor - Financial Planner
APEX Financial Management
Whitby, Ontario
Denise Nanninga
Investment Advisor
APEX Financial Management
Uxbridge, Ontario
Darrell Fenner
Mutual Fund Advisor
Saskatoon, Saskatchewan
Darren Allison
Investment Advisor
Slater Wealth Management
Sarnia, Ontario
Contact Information
Email: darren@slaterwealth.ca
Phone: 519-491-2120
Website: https://www.slaterwealth.ca
David Kozier
Wealth Advisor
Endurance Wealth Advisors
Penticton, British Columbia
Derek Penner
Mutual Fund Representative
Saskatoon, Saskatchewan
David Winnell
Portfolio Manager
Endurance Financial
Oakville, Ontario
Elyse Doxtator
Financial Advisor
Manitoulin Financial
Little Current, Ontario
Eugene Schmidt
Financial Advisor, CFP, CLU, CIM, FCSI
EVS Financial Planning Services
Calgary, Alberta
Farid Shawki
Financial Advisor
North York, Ontario
Fitzallen Sutton
Certified Financial Planner
The Better Planning Group Inc.
Milton, Ontario
Fred Dimitriadis
Portfolio Manager
Fred Dimitriadis Wealth Management
Montreal, Quebec
Francis Lam
Investment and Wealth Advisor
Lam Investment Management Inc.
Edmonton, Alberta
Frank Cassellis
Financial Planner & Senior Investment Advisor
Toronto, Ontario
Frederick Lynch
Financial Consultant
Edmonton, Alberta
Gareth Tingling
Portfolio Manager
Toronto, Ontario
Contact Information
Garrett Boekestyn
Certified Financial Planner
Jack Financial Inc.
Contact Information
Email: garrett@jackfinancial.ca
Phone: 519-638-3328
Website: https://www.jackfinancial.ca/
Goran Kostic
Investment Advisor
Richmond Global Asset Management
Nobleton, Ontario
Contact Information
Email: gkostic@richmondgw.com
Phone: 416-417-9717
Website: https://richmondglobalwealth.com/
Haider Rana
Wealth Advisor
Rana Investment Management
Toronto, Ontario
Contact Information
Email: hrana@designedsecurities.ca
Phone: 647-673-9059
Website: https://www.haiderrana.com/
Hazel Hanlon
Wealth Advisor
Hanlon Wealth Management
Hamilton, Ontario
Imran Mastan
New Horizons Wealth Advisor
New Horizons Wealth Management
Montreal, Quebec
Jake Hare
Certified Financial Planner
Cornerstone Wealth Planning
Kingston, Ontario
Jonathan Barlage
Account Representative
Humboldt, Saskatchewan
Jonathan Dean
Portfolio Manager, CFA, CMT, MBA, MS
Fortress Wealth
Halifax, Nova Scotia
Jonathan Lewis
Eastport Financial
Halifax, Nova Scotia
Jesse Evans
Advisor
Fortress Financial Group
Saskatoon, Saskatchewan
Contact Information
Phone: 306-381-8686
Jonathan Ronkai
Investment Advisor
Arbutus Wealth
Vancouver, British Columbia
Contact Information
Email: jronkai@arbutuswealth.ca
Phone: 604-336-4919
Website: https://www.arbutuswealth.ca
Jason Forrest
Senior Financial Advisor
Fortress Financial Group
Saskatoon, Saskatchewan
Contact Information
Phone: 306-934-2466
Jeff Mitchell
Financial Advisor
Richmond Hill, Ontario
Josh MacLean
Financial Advisor, CFP, RIS
MacLean Investment Group Inc.
London, Ontario
Jordan Hilderman
Financial Advisor
Paladin Financial Inc.
Calgary, Alberta
Jason Freund
Investment Advisor
Chambly, Quebec
Contact Information
Phone: 514-844-0658
Address: 1664 Rue Julien-Lachapelle
Jerry Prucha
Senior Investment Advisor
Toronto, Ontario
Jerry Santucci
Senior Investment Advisor
Burlington, Ontario
Joy O’Donnell
Certified Financial Planner/Investment Advisor
Grand Financial Planning Inc.
Brantford, Ontario
Contact Information
Email: joy@grandfinancial.ca
Phone: 519-758-8488
Website: https://grandfinancial.ca/
Jeff Letchford
Investment Advisor
Letchford Advisory
Dundas, Ontario
Jim MacLean
Certified Financial Planner
MacLean Investment Group Inc.
London, Ontario
Jason Jack
Certified Financial Planner
Jack Financial
Drayton, Ontario
Contact Information
Email: jason@jackfinancial.ca
Phone: 519-638-3328
Website: https://www.jackfinancial.ca
Jamie Bulnes
Senior Investment Advisor
Toronto, Ontario
Joshua McArthur
Wealth Advisor
Owen Sound, Ontario
Jaime Gangadin
Investment Advisor
Pickering, Ontario
Jason Lalonde
President, Certified Financial Planner
Twin Power Financial Inc.
St. Davids, Ontario
Contact Information
Email: jason@twinpowerfinancial.com
Phone: 905-468-4676
Website: https://www.twinpowerfinancial.com/
John DiNovo
Investment Advisor
Toronto, Ontario
Joe Harris
Certified Financial Planner
Playbook Wealth
London, Ontario
Jason Petrick
Senior Portfolio Manager
WealthVerse
Calgary, Alberta
Jessica Holvik
Financial Planner
LuminWay Financial
Guelph, Ontario
Jon Alvaran
Financial Life Planner/Investment Advisor
Fraser and Partners
Winnipeg, Manitoba
Jim Patterson
Financial Advisor
Campbellville, Ontario
Jeff Fitchett
Portfolio Manager
North Bay, Ontario
John Markoff
Investment Advisor, CFP
APEX Financial Management
Whitby, Ontario
Jeannot Lamarre
Financial Planner / Investment Advisor
APEX Financial Management
Mississauga, Ontario
John De Goey
Portfolio Manager
STANDUP Advisors
Toronto, Ontario
John Baynham
Financial Planner and Investment Advisor
Retirement Income Group
Whitby, Ontario
Jordan Snitzler
Professional Wealth Advisor
Wolfond Financial
Regina, Saskatchewan
Contact Information
Email: jordans@wolfondfinancial.ca
Phone: 306-757-4646
Website: https://www.wolfondfinancial.ca
Jan Fraser
Senior Planner
Fraser and Partners
Winnipeg, Manitoba
Kaetyn St.Hilaire
Financial Advisor / Investment Advisor
Calgary, Alberta
Karen Shaw
Financial Planner
Birch Bay Wealth Management
Carnduff, Saskatchewan
Contact Information
Email: Karen@BirchBayWealth.com
Phone: 306-482-3170
Website: https://www.birchbaywealth.com/
Karen Debergh
Financial Planner
Slater Wealth Management
Wallaceburg, Ontario
Contact Information
Email: debergh@slaterwealth.ca
Phone: 519-627-8793
Website: https://www.slaterwealth.ca/
Kevin Slater
Associate Portfolio Manager
Slater Wealth Management
Corunna, Ontario
Contact Information
Email: kevin@slaterwealth.ca
Phone: 519-491-2120
Website: https://www.slaterwealth.ca
Kevin Miller
Financial Advisor
Financial Solutions Squared
Steinbach, Manitoba
Kyle Langager
Certified Financial Planner
Your Choice Financial
Saskatoon, Saskatchewan
Kaitlyn Doidge
Professional Wealth Advisor
Wolfond Financial
Calgary, Alberta
Contact Information
Email: kaitlynd@wolfondfinancial.ca
Phone: 587-747-0155
Website: https://www.wolfondfinancial.ca
Kevin McKnight
Professional Wealth Advisor
Wolfond Financial
Regina, Saskatchewan
Contact Information
Email: kevinm@wolfondfinancial.ca
Phone: 306-757-4646
Website: https://www.wolfondfinancial.ca
Kathy Hurst
Financial Planner, Investment Advisor, QAFP, DFSA
North Bay, Ontario
Lori Burgess
Eastport Financial
Halifax, Nova Scotia
Contact Information
Phone: 902-474-5433 Ext 107
Louisa Majoros
Financial Advisor
LCM Securities
Whitby, Ontario
Contact Information
Email: Louisa@LCMplanning.com
Phone: 905-430-4994
Website: https://www.lcmplanning.com
Lynn Dean
Financial Advisor, MBA, CFA
Fortress Financial
Halifax, Nova Scotia
Contact Information
Email: ldean@designedsecurities.ca
Phone: 902-225-6432
Website: https://www.fortresswealth.ca
Maja Bekic
Investment Advisor
Redline Wealth Management
Hamilton, Ontario
Contact Information
Email: mbekic@designedsecurities.ca
Phone: 905-928-6252
Website: https://www.redlinewm.ca
Marc McIver
Senior Financial Advisor
Paladin Financial
Calgary, Alberta
Mark Matsumoto
Financial Advisor
Oshawa, Ontario
Contact Information
Phone: 416-805-3320
Address: 5104 Oakridge Trail
Matt Baxter
Financial Advisor
Harbr Financial Group
Peterborough, Ontario
Matt Clement
Financial Advisor
Smart Chase
Toronto, Ontario
Matthew Jenkinson
Eastport Financial
Halifax, Nova Scotia
Contact Information
Phone: 902-474-5433 Ext 111
Melanie Mcwhirter
Mutual Fund Dealer
LuminWay Financial
Fergus, Ontario
Michael Barlage
Account Representative
Humboldt, Saskatchewan
Michael Begg
Portfolio Manager / Certified Financial Planner
APEX Financial Management
Uxbridge, Ontario
Michael Mutschler
Professional Wealth Advisor
Wolfond Financial
Regina, Saskatchewan
Contact Information
Email: michaelm@wolfondfinancial.ca
Phone: 306-757-4646
Website: https://www.wolfondfinancial.ca
Michael Wolfond
Certified Financial Planner
Wolfond Financial
Regina, Saskatchewan
Michael Korkus
Investment Advisor / Financial Planner
Korkus Wealth Management
Douro-Dummer, Ontario
Contact Information
Email: mkorkus@korkuswealth.ca
Phone: 705-772-7858
Website: https://www.korkuswealth.com
Miguel Lopes
Associate Portfolio Manager
MLW Private Wealth
Ancaster, Ontario
Contact Information
Email: mlopes@designedsecurities.ca
Phone: 647-913-2522
Website: http://mlwprivatewealth.ca
Mike Rodrigues
Financial Advisor
Thorold, Ontario
Contact Information
MJ (Moufid) Jarjour
Portfolio Manager and Wealth Advisor
Activate Wealth
Calgary, Alberta
Nicholas Down
Eastport Financial
Halifax, Nova Scotia
Patrick Carricato
Mutual Funds Advisor
Sault Ste Marie, Ontario
Patrick Chan
Investment Advisor
Toronto, Ontario
Paul Rogers
Investment Advisor
Harbr Financial Group
Peterborough, Ontario
Phil Metrailler
Senior Investment Advisor/Portfolio Manager
MLW Private Wealth
Ancaster, Ontario
Paul Lalonde
Wealth Manager
Twin Power Financial Inc.
St. Davids, Ontario
Contact Information
Email: paul@twinpowerfinancial.com
Phone: 905-468-4676
Website: https://www.twinpowerfinancial.com/
Philippe D’Astous
Portfolio Manager/Financial Planner
D'Astous Private Wealth
Moncton, New Brunswick
Payton Friesen
Professional Wealth Advisor
Contact Information
Raj Arora
Portfolio Manager
Toronto, Ontario
Contact Information
Email: rarora@designedsecurities.ca
Phone: 647-293-4004
Website: https://www.mySharpInvestor.com
Rob Anderson
Senior Investment Advisor
Heritage Group
Ancaster, Ontario
Contact Information
Email: rob@heritagegroup.ca
Phone: 289-239-9968
Website: https://www.heritagegroup.ca
Ryan Ashley
Financial Planner
Ross Sikora
Associate Portfolio Manager
Sikora Capital
Surrey, British Columbia
Contact Information
Email: ross@sikora.capital
Phone: 604-360-3214
Website: https://www.sikora.capital/
Ray Dragunas
Senior Portfolio Manager
PensionizeMe Wealth Strategies
Toronto, Ontario
Richard Selvaggi
Investment Advisor
Maple, Ontario
Roland Roufael
Senior Wealth Advisor
Ottawa, Ontario
Robin Jamieson
Financial Advisor
Your Choice Financial
Maidstone, Saskatchewan
Sabrina DiFederico
Financial Advisor
Contact Information
Sandra Day
Wealth Advisor
Victoria, British Columbia
Sajjad Hussain
Senior Portfolio Manager - Senior Wealth Advisor
Allen Private Wealth Group
North York, Ontario
Sean Moir
Portfolio Manager
Team Moir
Burlington, Ontario
Seema Ranger
Senior Wealth Planner
Nobleton, Ontario
Sharon Wigle
Investment Advisor, CFA
Trinity Holistic Wealth
Kitchener, Ontario
Shamez Kassam
Portfolio Manager
Mount Columbia Private Wealth
Calgary, Alberta
Shawn Malcolm
Portfolio Manager
APEX Financial Management
Uxbridge, Ontario
Stanley Chan
Investment Advisor, Insurance: Financial Security Advisor
Brossard, Quebec
Stefan Antonakos
Investment Advisor
Hearthside Wealth Management
Toronto, Ontario
Stephanie Stewart
Portfolio Manager
Affluence Partners Wealth
Calgary, Alberta
Contact Information
Phone: 587-316-2336
Stephen Duquette
Portfolio Manager
Midland, Ontario
Steven Carinci
Senior Wealth Advisor
Nobleton, Ontario
Tanya McPeek
Professional Wealth Advisor
Wolfond Financial
Regina, Saskatchewan
Contact Information
Email: tanyam@wolfondfinancial.ca
Phone: 306-757-4646
Website: https://www.wolfondfinancial.ca
Thomas Dunbar
Investment Advisor
Contact Information
Tim Coles
Financial Advisor
Saskatoon, Saskatchewan
Tim Knight
Portfolio Manager
Toronto, Ontario
Tim Landeryou
Financial Planner
Landeryou Financial
Saskatoon, Saskatchewan
Contact Information
Email: tim@landeryoufinancial.ca
Phone: 306-242-0217
Website: https://landeryoufinancial.ca/
Timothy Driedger
Certified Financial Planner
Jack Financial
Drayton, Ontario
Contact Information
Email: tim@jackfinancial.ca
Phone: 519-638-3328
Website: https://www.jackfinancial.ca
Todd Doepker
Professional Wealth Advisor
Wolfond Financial
Regina, Saskatchewan
Contact Information
Email: tdoepker@wolfondfinancial.ca
Phone: 306-757-4646
Website: https://www.wolfondfinancial.ca
Tony Lipiec
Investment Advisor
Queen's Bridge Wealth
St. Catherines, Ontario
Contact Information
Phone: 905-931-9771
Trevor Lawrence
Investment Advisor - Certified Financial Planner
Maple Groove Wealth Planners
Calgary, Alberta
Val Herner
Senior Financial Advisor
Contact Information
Victor Godinho
Financial Advisors (wealth)
Kismet Insurance Corp.
Etobicoke, Ontario
Victor Herner
Financial Advisors (wealth)
Contact Information
Will Van Den Oetelaar
Investment Advisor, Certified Financial Planner
APEX Financial Management
Whitby, Ontario
Contact Information
Phone: 905-493-0378
Yaron Orgil
Senior Wealth Advisor, Portfolio Manager
Orgil Wealth Group
Toronto, Ontario
Zainab Williams
Certified Financial Planner
Elleverity Wealth Management
Caledon, Ontario