Last updated: 2026-10-23

About this program
Designed Securities Ltd., operating as Designed Wealth Management, gives each employee an individual business phone number. Employees use it for one-to-one text conversations with existing clients. You may receive:

• Appointment reminders
• Notices that documents are ready for your review
• Replies to questions you have asked

We do not send marketing or promotional messages by text, and we do not send automated or bulk messages.

How you opt in
You opt in verbally. During a call or meeting, your Designed Securities Ltd. representative will ask:

“May Designed Securities Ltd. text you at this mobile number about appointments, documents ready for review, and replies to your questions? Message frequency varies. Message and data rates may apply. Reply HELP for help or STOP to opt out.”

If you agree, we record your consent in your client file.

Message frequency and costs
Message frequency varies. Message and data rates may apply, depending on your mobile plan.

How to opt out
To stop receiving text messages from a Designed Securities Ltd. number, reply STOP to that number. You can also reply QUIT, END, CANCEL, UNSUBSCRIBE, REVOKE or OPT OUT. You will get one message confirming you have opted out, and no further messages from that number. To start again, reply START.

Help
Reply HELP to any Designed Securities Ltd. text message, call (833) 739-9426, or email info@designedsecurities.ca.

Please do not text sensitive information
Do not send account numbers, passwords, Social Insurance Numbers or trading instructions by text message. 

Carriers
Mobile carriers are not liable for delayed or undelivered messages.

Privacy
Your mobile number and opt-in information will not be shared with third parties for marketing purposes. See our Privacy Policy for how we handle personal information.

Changes to these terms
We may update these terms. The date at the top shows the latest version.