Discover what our advisors have to say about working with Designed Wealth Management.
“In a world that is ever changing it’s important to understand your client’s goals and objectives while being compliant and efficient in your practice. Designed has done a great job for us with a platform that is customized to the needs of the advisor to better serve the clients in an independent, objective and unbiased manner. The team at Designed took the time to understand our business, create solutions and ensure that our transition to Designed was successful and our business continues to grow. Thank you to the Designed team!”
– MIKE BEGG
“Working with Designed has been a refreshing revelation for my advisory practice. As an Investment Dealer, they have a user-friendly digital platform which helped to make the transition easy and simple for both me and for my onboarding clients. As a wholly independent Dealer, I know I am free to make recommendations for my clients that are fully client centric. The ongoing support they provide for my growing business has been extremely helpful.”
“I came to Designed Securities Ltd. (DSL) because of our shared belief that financial advisors should be independent of proprietary products. Since joining, what has impressed me most is DSL’s willingness to work with me to customize solutions that suit my business.”
“Of all my experience dealing with Dealers, I have never found one nearly as transparent and straightforward as Designed Securities. Their platform through Aviso is so robust. The most diligent of teams to work with as well. I’ve never had to wait more than an hour to get a response back about something. Managing my clients has never been easier.”
“Not only has Designed Securities listened and acted, but they have shattered expectations around response times, email or a phone call the same day/immediately. Moving Dealers has been smooth and an opportunity to maintain independence, further strengthening credibility with my clients. A few pleasant surprises, being asked to collaborate on dealer initiatives and clients specifically committing more capital because of the move. With Designed, it has been refreshing to have competence and diligence without sacrificing the lion’s share of the pie.”