We are committed to you by keeping your money safe, and by creating an environment where your advisor can act freely and unconflicted when working with you to design your financial success.

Our Independence is Your Independence

Designed Wealth Management supports your advisor by ensuring they have the freedom and flexibility to serve your needs and best interests, without the influence of others and without any conflicting goals. We do not require your advisors to use specific funds and investments, maintain minimum account balances, or meet minimum trading activity.

Our Partners are Your Partners

The safety and custody of your money under Designed Securities Ltd., our IIROC firm, is managed with one of Canada’s largest independent wealth management firms, Aviso Wealth. Aviso Wealth is backed by the strength of leading financial institutions, Desjardins, the co-operators, and Credit Union Centrals. With 300 Financial Institution partners, and 500,000+ individual accounts they have over $96 billion in combined assets.

Financial Options for Financial Success

Designed Wealth Management serves the needs of Canadians through different investment account structures. Through our network of partners and advisors, we ensure that our available service offerings meet your growing needs. For us, Wealth Management means being designed to address the different account fee types, different investment solutions, and all-round different choices that a client might want.

Our Independence is Your Independence

Designed Wealth Management supports your advisor by ensuring they have the freedom and flexibility to serve your needs and best interests, without the influence of others and without any conflicting goals. We do not require your advisors to use specific funds and investments, maintain minimum account balances, or meet minimum trading activity.

Our Partners Are Your Partners

The safety and custody of your money under Designed Securities Ltd., our IIROC firm, is managed with one of Canada’s largest independent wealth management firms, Aviso Wealth. Aviso Wealth is backed by the strength of leading financial institutions, Desjardins, the co-operators, and Credit Union Centrals. With 300 Financial Institution partners, and 500,000+ individual accounts they have over $96 billion in combined assets.

Financial Options for Financial Success

Designed Wealth Management serves the needs of Canadians through different investment account structures. Through our network of partners and advisors, we ensure that our available service offerings meet your growing needs. For us, Wealth Management means being designed to address the different account fee types, different investment solutions, and all-round different choices that a client might want.

Ready to Explore Your Options?

Contact Us Anytime for More Information
advisor@designedwealthmanagement.ca