Find an advisor.

Designed Wealth Management has advisors across the country ready to help you. Search below for one near you and start designing your future.

Adam Clay

Portfolio Manager
Oakville, Ontario
Contact Information

647-830-5227
101-2275 Upper Middle Road

Adam Rivers

Portfolio Manager
Rivers Wealth
Etobicoke, Ontario
Contact Information

647-984-5230
45 Nottingham Drive

Adam Schacter

Financial and Investment Advisor, Certified Financial Planner
Avesta Wealth
Ottawa, Ontario
Contact Information

613-884-4007
628 Windmere Ave

Alfonse Daudet

Senior Investment Advisor
Contact Information

Amanda Van Soelen

Financial Advisor
LuminWay Financial
Guelph, Ontario
Contact Information

519-822-8021
291 Woodlawn Road West Unit 5A

Andrew Blanchard

Eastport Financial
Mahone Bay, Nova Scotia
Contact Information

902-474-5433 Ext 103
3 Edgewater St Po Box 270

Andrew Craig

Managing Director and Wealth Advisor
Londonderry Wealth Management and Family Office
Burlington, Ontario
Contact Information

866-248-8365
300-1100 Burloak Dr

Andrew Gillmore

Wealth Advisor
William Wealth
London, Ontario
Contact Information

519-902-8043

Andrew Michael

Investment Advisor
Oakville, Ontario
Contact Information

647-774-5684
101-2275 Upper Middle Rd.

Andrew Parrott

Eastport Financial
Halifax, Nova Scotia
Contact Information

902-474-5433 Ext 102
210-371 St. Margaret's Bay Rd

Andy MacDonald

Investment Advisor
Mississauga, Ontario
Contact Information

289-400-3420
36B Forest Avenue

Angela Oddo

Certified Financial Planner
Fiducia Financial Solutions Inc.
Regina, Saskatchewan
Contact Information

306-522-4898
3434 Regina Avenue

Arie Maas

Financial Advisor
East Garafraxa, Ontario
Contact Information

705-796-6608
311547 16Th Line

Arpad Komjathy

Investment Advisor
Contact Information

Bobby McBride

Associate Portfolio Manager
Investing With Bobby
Whitby, Ontario
Contact Information

416-996-7190
207 Pitt Street West

Brian McCrae

Contact Information

Brian Suitor

Portfolio Manager
Contact Information

Carter Kelly

Financial Advisor/ Mortgage Agent Level 1
Cornerstone Wealth Planning
Amherstview, Ontario
Contact Information

613-583-6169
28 Cornell Avenue

Chris Kadyk

Financial Advisor
Grand Prairie, Alberta
Contact Information

780-512-4730
9633 83 Ave

Chris Worby

Wealth Advisor
Worby Wealth Management
Regina, Saskatchewan
Contact Information

306-791-8145
855 Arcola Avenue

Colin Marcus

Financial Advisor
YourLife Financial Wealth Management Inc.
Toronto, Ontario
Contact Information

905-479-1717 ext. 29

Colton Dow

Wealth Advisor
Gen Wealth Management
Anmore, British Columbia
Contact Information

604-679-6969
125 Blackberry Drive

Cory McKinnon

Investment Advisor
Total Wealth Concepts
Kamloops, British Columbia
Contact Information

778-362-2666
11 - 1390 Hillside Dr

Dan McKinnon

Senior Advisor
Total Wealth Concepts
Kamloops, British Columbia
Contact Information

250-320-3560
11-1390 Hillside Dr.

Darrell Fenner

Mutual Fund Advisor
Saskatoon, Saskatchewan
Contact Information

306-975-1222
322 Ave C South

Darren Allison

Investment Advisor
Slater Wealth Management
Sarnia, Ontario
Contact Information

519-491-2120
1360B L'Heritage Drive

David Kozier

Wealth Advisor
Endurance Wealth Advisors
Penticton, British Columbia
Contact Information

250-492-8775
210 Hastings Avenue

Denise Edwards

Investment Advisor - Financial Planner
APEX Financial Management
Whitby, Ontario
Contact Information

905-493-0378
203-400 Dundas Street West

Denise Nanninga

Investment Advisor
APEX Financial Management
Uxbridge, Ontario
Contact Information

905-852-3302
290 Toronto Street South

Derek Penner

Mutual Fund Representative
Saskatoon, Saskatchewan
Contact Information

204-381-3803
35 Dunning Crescent

Dominic Owusu

Financial Advisor
Woodbridge, Ontario
Contact Information

416-371-6398
170 Farooq Boulevard

Doug Mutschler

Professional Wealth Advisor
Wolfond Financial
Regina, Saskatchewan
Contact Information

306-757-4646
3619 Pasqua St Suite 1

Elyse Doxtator

Financial Advisor
Manitoulin Financial
Little Current, Ontario
Contact Information

705-282-4880
705 Honora Lakeshore Rd.

Eugene Schmidt

Certified Financial Planner
EVS Financial Planning Services
Calgary, Alberta
Contact Information

403-813-3418
2900, 350 - 7Th Avenue Sw

Evan Legakis

Financial Advisor
Retirement Income Group
Port Hope, Ontario
Contact Information

905-396-6633

Farid Shawki

Financial Advisor
North York, Ontario
Contact Information

514-444-4472
5 Frith Rd. Suite 903

Fitzallen Sutton

Certified Financial Planner
The Better Planning Group Inc.
Milton, Ontario
Contact Information

416-875-7385

Francis Lam

Investment and Wealth Advisor
Lam Investment Management Inc.
Edmonton, Alberta
Contact Information

780-710-1656
5422 Albright Sqaure Sw

Frank Cassellis

Financial Planner & Senior Investment Advisor
Toronto, Ontario
Contact Information

416-454-9068
1-230 South Kingsway

Fred Dimitriadis

Portfolio Manager
Fred Dimitriadis Wealth Management
Montreal, Quebec
Contact Information

514-262-5972
1440 St. Catherine Street West, Suite 305

Frederick Lynch

Financial Consultant
Edmonton, Alberta
Contact Information

780-425-7402

Goran Kostic

Senior Investment Advisor
Richmond Global Asset Management
Nobleton, Ontario
Contact Information

416-417-9717
27 Caliber Court Unit B

Haider Rana

Wealth Advisor
Rana Investment Management
Toronto, Ontario
Contact Information

647-673-9059

Hazel Hanlon

Wealth Advisor
Hamilton, Ontario
Contact Information

365-384-3143

Jaime Gangadin

Investment Advisor
Pickering, Ontario
Contact Information

647-444-7701

Jake Hare

Certified Financial Planner
Cornerstone Wealth Planning
Kingston, Ontario
Contact Information

613-484-6508
807 Blackburn News

Jamie Bulnes

Senior Investment Advisor
Toronto, Ontario
Contact Information

416-738-8033

Jan Fraser

Senior Planner
Fraser and Partners
Winnipeg, Manitoba
Contact Information

204-987-7777
100-15 Coopers Town Road

Jason Forrest

Senior Financial Advisor
Fortress Financial Group
Saskatoon, Saskatchewan
Contact Information

306-934-2466

Jason Freund

Investment Advisor
Chambly, Quebec
Contact Information

514-844-0658
1664 Rue Julien-Lachapelle

Jason Jack

Certified Financial Planner
Jack Financial
Drayton, Ontario
Contact Information

519-638-3328
25 Drayton Industrial Drive Unit F P.O. Box 69

Jason Lalonde

President, Certified Financial Planner
Twin Power Financial Inc.
St. Davids, Ontario
Contact Information

905-468-4676
231 Four Mile Creek Rd Box 450

Jason Petrick

Senior Portfolio Manager
WealthVerse
Calgary, Alberta
Contact Information

403-977-3582
90 Mahogany Passage Se

Jeannot Lamarre

Financial Planner / Investment Advisor
APEX Financial Management
Mississauga, Ontario
Contact Information

905-852-3302
25 - 6777 Formentera Ave.

Jeff Fitchett

Portfolio Manager
North Bay, Ontario
Contact Information

226-448-4747

Jeff Letchford

Investment Advisor
Letchford Advisory
Dundas, Ontario
Contact Information

289-339-1890
14 Turnbull Rd

Jeff Mitchell

Financial Advisor
Richmond Hill, Ontario
Contact Information

905-713-5335
18 Gallacher Avenue

Jerry Prucha

Investment Advisor
Etobicoke, Ontario
Contact Information

416-617-0956
43 Rivercove Dr.

Jerry Santucci

Senior Investment Advisor
Burlington, Ontario
Contact Information

289-242-9000
200-4145 North Service Rd

Jesse Evans

Financial Planner
Fortress Financial
Saskatoon, Saskatchewan
Contact Information

306-381-8686
322 Avenue C South

Jessica Holvik

Financial Planner
LuminWay Financial
Hillsburgh, Ontario
Contact Information

226-486-1946

Jim MacLean

Certified Financial Planner
MacLean Investment Group Inc.
London, Ontario
Contact Information

519-673-0924
633 Wellington Street

Jim Patterson

Financial Advisor
Campbellville, Ontario
Contact Information

289-441-3946
7331 McNiven Road

Joe Harris

Certified Financial Planner
Playbook Wealth
London, Ontario
Contact Information

548-489-2277
324 Reynolds Road

John Baynham

Financial Planner and Investment Advisor
Retirement Income Group
Whitby, Ontario
Contact Information

289-923-1560

John De Goey

Portfolio Manager
STANDUP Advisors
Toronto, Ontario
Contact Information

647-782-6387
21 Streight Lane

John DiNovo

Investment Advisor
Toronto, Ontario
Contact Information

416-365-0070
#4 - 337 Seaton Street

John Markoff

Investment Advisor, CFP
APEX Financial Management
Whitby, Ontario
Contact Information

905-493-0378
203-400 Dundas Street West

Jon Alvaran

Financial Life Planner/Investment Advisor
Fraser and Partners
Winnipeg, Manitoba
Contact Information

204-987-7777 x1222
100-15 Coopers Town Road

Jonathan Barlage

Account Representative
Humboldt, Saskatchewan
Contact Information

306-291-5337
Box 2737, 612 Main Street

Jonathan Dean

Portfolio Manager, CFA, CMT, MBA, MS
Fortress Wealth
Halifax, Nova Scotia
Contact Information

902-222-8433

Jonathan Lewis

Eastport Financial
Halifax, Nova Scotia
Contact Information

902-402-3817
371 St. Margaret's Bay Rd

Jonathan Ronkai

Investment Advisor
Arbutus Wealth
Vancouver, British Columbia
Contact Information

604-336-4919
Suite 1660 1188 W. Georgia St

Jordan Hilderman

Financial Advisor
Paladin Financial Inc.
Calgary, Alberta
Contact Information

403-697-2990
110-1209 59Th Avenue Se

Jordan Snitzler

Professional Wealth Advisor
Wolfond Financial
Regina, Saskatchewan
Contact Information

306-757-4646
3619 Pasqua Street Suite 1

Josh MacLean

Certified Financial Planner
MacLean Investment Group Inc.
London, Ontario
Contact Information

519-673-0924
633 Wellington Street

Joshua McArthur

Wealth Advisor
Owen Sound, Ontario
Contact Information

519-470-2255
167 10Th Street West

Joy O’Donnell

Certified Financial Planner/Investment Advisor
Grand Financial Planning Inc.
Brantford, Ontario
Contact Information

519-758-8488
1-122 Charing Cross Street

Kaetyn St.Hilaire

Financial Advisor / Investment Advisor
Calgary, Alberta
Contact Information

403-479-6634
#110 - 1209 59 Avenue Se

Kaitlyn Doidge

Professional Wealth Advisor
Wolfond Financial
Calgary, Alberta
Contact Information

587-747-0155

Karen Debergh

Certified Financial Planner
Slater Wealth Management
Wallaceburg, Ontario
Contact Information

519-627-8793
7411 North River Line

Karen Shaw

Financial Planner
Birch Bay Wealth Management
Carnduff, Saskatchewan
Contact Information

306-482-3170
206 Broadway St

Kathy Hurst

Financial Planner, Investment Advisor,  QAFP, DFSA                 
North Bay, Ontario
Contact Information

705 477-0567
15 - 904 Premier Road

Kevin McKnight

Professional Wealth Advisor
Wolfond Financial
Regina, Saskatchewan
Contact Information

306-757-4646
3619 Pasqua Street

Kevin Miller

Financial Advisor
FS2
Steinbach, Manitoba
Contact Information

204-392-5030
116 Creekside Drive

Kevin Slater

Financial Planner
Slater Wealth Management
Corunna, Ontario
Contact Information

519-491-2120
1360B L'Heritage Drive

Kyle Langager

Investment Advisor - Financial Planner
Your Choice Financial
Saskatoon, Saskatchewan
Contact Information

306-952-1979
322 Avenue C South

Lori Burgess

Eastport Financial
Halifax, Nova Scotia
Contact Information

902-474-5433 Ext 107
371 St. Margaret'S Bay Road Suite 201

Louisa Majoros

Financial Advisor - Financial Planner
LCM Securities
Whitby, Ontario
Contact Information

905-430-4994
112 Thickson Road N

Lynn Dean

Financial Advisor
Fortress Financial
Tatamagouche, Nova Scotia
Contact Information

902-225-6432
4-1120 Sand Point Road

Maja Bekic

Wealth Advisor
Redline Wealth Management
Hamilton, Ontario
Contact Information

905-592-4224
107 Mountbatten Drive

Marc McIver

Senior Financial Advisor
Paladin Financial
Calgary, Alberta
Contact Information

403-697-2990
1209 59Th Avenue Se

Matt Baxter

Financial Advisor
Harbr Financial Group
Peterborough, Ontario
Contact Information

705-742-7331
452 Charlotte Street

Matt Clement

Financial Advisor
Smart Chase
Toronto, Ontario
Contact Information

289-923-7912
20 Bay Street 11Th Floor

Matthew Jenkinson

Eastport Financial
Halifax, Nova Scotia
Contact Information

902-474-5433 Ext 111
371 St. Margaret'S Bay Road Suite 201

Melanie Mcwhirter

Mutual Fund Dealer
LuminWay Financial
Fergus, Ontario
Contact Information

833-739-9426
670 St. Andrew St. W

Michael Barlage

Account Representative
Humboldt, Saskatchewan
Contact Information

306-231-4279
Box 2737, 612 Main Street

Michael Korkus

Investment Advisor / Financial Planner
Korkus Wealth Management
Douro-Dummer, Ontario
Contact Information

705-772-7858
229 County Road 8

Michael Mutschler

Professional Wealth Advisor
Wolfond Financial
Regina, Saskatchewan
Contact Information

306-757-4646

Michael Wolfond

Certified Financial Planner
Wolfond Financial
Regina, Saskatchewan
Contact Information

306-757-4646
3619 Pasqua Street

Michele Mannerow

Financial Advisor
Not Disclosed
Annan, Ontario
Contact Information

519-470-7526

Miguel Lopes

Associate Portfolio Manager
MLW Private Wealth
Ancaster, Ontario
Contact Information

647-913-2522
1034 Garner Road West

Michael Begg

Portfolio Manager / Certified Financial Planner 
APEX Financial Management
Uxbridge, Ontario
Contact Information

290 Toronto Street South

Mike Rodrigues

Financial Advisor
Thorold, Ontario
Contact Information

MJ (Moufid) Jarjour

Portfolio Manager and Wealth Advisor
Activate Wealth
Calgary, Alberta
Contact Information

587-885-4401
230 Chaparral Court Se

Moize Goulamhoussen

Senior Portfolio Manager & Wealth Advisor
Designed Securities
Toronto, Ontario
Contact Information

416-805-1483
802-55 York Street

Nicholas Down

Eastport Financial
Halifax, Nova Scotia
Contact Information

902-474-5433 Ext 109
371 St. Margaret'S Bay Road Suite 201

Patrick Carricato

Mutual Funds Advisor
Sault Ste Marie, Ontario
Contact Information

705-942-5031
22 Euclid Road

Patrick Chan

Investment Advisor
Toronto, Ontario
Contact Information

416-846-2125
108 Mountview Avenue

Paul Lalonde

Financial Planner
Twin Power Financial Inc.
St. Davids, Ontario
Contact Information

905-468-4676
231 Four Mile Creek Rd Box 450

Paul Rogers

Investment Advisor
Harbr Financial Group
Peterborough, Ontario
Contact Information

705-742-7331
452 Charlotte Street

Payton Friesen

Professional Wealth Advisor
Contact Information

Peter Goertz

Financial Advisor
Goertz Wealth Management
Saskatoon, Saskatchewan
Contact Information

306-221-7201
103 Pezer Crescent

Phil Metrailler

Senior Investment Advisor/Portfolio Manager
MLW Private Wealth
Ancaster, Ontario
Contact Information

905-536-3133
1034 Garner Rd. W

Philippe D’Astous

Portfolio Manager/Financial Planner
D'Astous Private Wealth
Moncton, New Brunswick
Contact Information

814 Main Street - Suite 203

Po Leung

Investment Advisor
Designed Securities
Toronto, Ontario
Contact Information

905-910-0119
802-55 York Street

Raj Arora

Portfolio Manager
Toronto, Ontario
Contact Information

647-293-4004
281 Apache Trail

Ray Dragunas

Senior Portfolio Manager
Pensionizeme
Toronto, Ontario
Contact Information

519-636-3046
150 King Street West

Richard Selvaggi

Investment Advisor
Maple, Ontario
Contact Information

289-233-0040
56 Kelly Place

Rob Anderson

Senior Investment Advisor
Heritage Group
Ancaster, Ontario
Contact Information

905-971-8553
1034 Garner Road West

Robin Jamieson

Financial Advisor
Your Choice Financial
Maidstone, Saskatchewan
Contact Information

306-893-8280
116C Main Street, Po Box 203

Roland Roufael

Senior Wealth Advisor
Ottawa, Ontario
Contact Information

613-799-0160

Ross Sikora

Associate Portfolio Manager
Sikora Capital
Surrey, British Columbia
Contact Information

604-360-3214
26-2239 164A Street

Sabrina DiFederico

Financial Advisor
Contact Information

Sajjad Hussain

Senior Portfolio Manager - Senior Wealth Advisor
Allen Private Wealth Group
North York, Ontario
Contact Information

416-450-5013
245 Yorkland Road

Sandra Day

Wealth Advisor
Victoria, British Columbia
Contact Information

250-713-2631

Seema Ranger

Senior Wealth Planner
Nobleton, Ontario
Contact Information

647-456-5160

Shamez Kassam

Portfolio Manager
Mount Columbia Private Wealth
Calgary, Alberta
Contact Information

587-707-0926
137 Rock Lake Heights Nw

Sharon Wigle

Investment Advisor
Trinity Holistic Wealth
Kitchener, Ontario
Contact Information

226-476-5996

Shawn Malcolm

Portfolio Manager
APEX Financial Management
Uxbridge, Ontario
Contact Information

905-852-3302
290 Toronto Street South

Simon (Gareth) Tingling

Portfolio Manager & Financial Advisor
Toronto, Ontario
Contact Information

647-660-2209

Stanley Chan

Investment Advisor, Insurance: Financial Security Advisor
Brossard, Quebec
Contact Information

514-804-5869
630 Provencher

Stefan Antonakos

Investment Advisor
Hearthside Wealth Management
Toronto, Ontario
Contact Information

905-467-5454
1207-111 St. Clair Ave W

Stephanie Stewart

Associate Portfolio Manager
Affluence Partners Wealth
Calgary, Alberta
Contact Information

587-316-2336
#218, 4000 4Th Street Se

Stephen Duquette

Portfolio Manager
Midland, Ontario
Contact Information

705-245-5551
544 Hugel Ave

Sue Zmetana

Certified Financial Planner
Wolfond Financial
Regina, Saskatchewan
Contact Information

306-757-4646

Tanya McPeek

Professional Wealth Advisor
Wolfond Financial
Regina, Saskatchewan
Contact Information

306-757-4646
3619 Pasqua Street

Terry Barrett

Investment Advisor
Uxbridge, Ontario
Contact Information

905-716-6507
525 Scugog Line 12

Thomas Dunbar

Investment Advisor
Contact Information

Tim Coles

Financial Advisor
Saskatoon, Saskatchewan
Contact Information

306-978-9897
322 Ave C South, Main Floor

Tim Knight

Portfolio Manager
Toronto, Ontario
Contact Information

437-238-5607
#610 - 100 Quebec Avenue

Tim Landeryou

Financial Advisor
Landeryou Financial
Saskatoon, Saskatchewan
Contact Information

306-242-0217
206 Capilano Drive

Timothy Driedger

Certified Financial Planner
Jack Financial
Drayton, Ontario
Contact Information

519-638-3328 
25 Industrial Drive - Unit D

Todd Doepker

Professional Wealth Advisor
Wolfond Financial
Regina, Saskatchewan
Contact Information

306-757-4646
3619 Pasqua Street

Tony Lipiec

Investment Advisor
Queen's Bridge Wealth
St. Catherines, Ontario
Contact Information

905-931-9771

Trevor Lawrence

Investment Advisor - Certified Financial Planner
Maple Groove Wealth Planners
Calgary, Alberta
Contact Information

403-472-8364
205 Quarry Pk Blvd SE #340

Val Herner

Senior Financial Advisor
Contact Information

Victor Godinho

Financial Advisors (wealth)
Kismet Insurance Corp.
Etobicoke, Ontario
Contact Information

647-360-0416

Victor Herner

Financial Advisors (wealth)
Contact Information

Will Van Den Oetelaar

Investment Advisor, Certified Financial Planner
APEX Financial Management
Whitby, Ontario
Contact Information

905-493-0378
203-400 Dundas Street West

Yaron Orgil

Senior Investment Advisor - Portfolio Manager
Orgil Wealth Group
Toronto, Ontario
Contact Information

416-243-1360

Zachary Prusko

Financial Advisor
Contact Information

Zainab Williams

Certified Financial Planner
Elleverity Wealth Management
Caledon, Ontario
Contact Information

289-651-4014
1 Hesketh Court

Garrett Boekestyn

Certified Financial Planner
Jack Financial Inc.
Contact Information

519-638-3328

Sean Moir

Portfolio Manager
Team Moir
Contact Information

289-983-6212

David Winnell

Portfolio Manager
Endurance Financial
Oakville, Ontario
Contact Information

416-554-3247