She baked it! Not only is she leading over 20 advisor transitions as we speak, Jessica Smith, CIM®, APM has gone turbo on sourdough. One of Designed Wealth Management core values is the “kitchen table” as a metaphor. Great #advisors become members of the families they serve, often being invited into their home, and sharing in their clients’ lives, right at the kitchen table. We see this same connection made between advisors and staff and see the value in building long lasting relationships with advisors by getting to know them over a long period of time. We will continue working toward our goal of building a dealer that advisors will want to work with for years to come. In the meantime, we look forward to connecting with our advisors on shared interests. Like sourdough baking! #connection #corevalues #advisorsupport #businessculture #clientcentric #workplacecommunity #buildingrelationships #trustandconnection
Designed Wealth Management
Financial Services
Toronto, Ontario 5,272 followers
An independent wealth management platform supporting investment advisors and portfolio managers.
About us
Design. The process of creating a financial plan or investment portfolio. Designed. Planned for a specific purpose. Transparent and unique. Creating the optimum advisor experience for advisors and their clients. We are focused on ensuring advisors can serve their clients without conflicting goals and pressures. We work closely with advisors and portfolio managers to address their top priorities in serving their clients’ needs and provide meaningful insights into practice management. We are designed to support an advisors’ growing practice to help them provide the best advice and service to their clients. With strong core values, and committed staff, we seek excellence in serving the Canadian marketplace.
- Website
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https://www.designedwealthmanagement.ca/
External link for Designed Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Toronto, Ontario
- Type
- Partnership
- Founded
- 2021
- Specialties
- advisors, advisorplatform, change, digitalonboarding, finance, financialadvisor, financialplanning, financialmanagement, growingcompany, independent, investment, investmentadvisor, investmentdealer, investmentmanagement, mutualfunds, portfoliomanager, portfoliomanagement, privatewealth, transition, and wealthmanagement
Locations
Employees at Designed Wealth Management
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Lynn Dean, CFA, PFP, MBA
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Yaron Orgil
Helping families find financial well-being
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Michael Konopaski, CPA, CFP, CIM, PhD, ICD.D
Canada's fastest, organically growing investment dealer. Independent, flat-fee dealer working with advisors and portfolio managers to create the…
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Adam Rivers, MBA, CFA
Portfolio Manager
Updates
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Moving out of the #startup phase. 2024 is the year Designed Wealth Management transitioned from a startup to an established dealer. This phase brought us new challenges and opportunities. As we look back on 2024, here are 5 things we will focus on in the coming year: 1. Rather than streamline and scale, we will invest heavily in both human resources and technology. We will balance sustainable growth with rapid expansion to ensure our business model can handle increased demand without compromising quality for our advisors. 2. Core culture and values will remain crucial and our new advisors and staff will align with our company’s #mission and #vision. 3. We will continue to nurture relationships with our #advisors. Their feedback provides valuable insights and helps us improve in all areas of compliance, finance and operations. 4. In 2025, we will continue to reinvest profits and stay advisor focused. 5. Leadership development, and investing in the next generation of leaders. It's always exciting to plan the next steps. Here's to everyone that helped us get this far! #culture #collaboration #customization
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How the Grinch Stole Compliance! It might seem that way sometimes, but we will not let him steal our advisors’ #creativity, slow down their requests, or take away their holiday cheer. We love our great #compliance! Thankfully the Grinch’s journey ends with inclusive-minded #compassion and empathy for advisors that put their clients first. In the end, the Grinch found out our heart is in the right place—we're just trying our best to make sure things are done correctly. If you are looking for a dealer with a common sense approach to #compliance, give us a call! You won't regret it! #culture #collaboration #customization #empathy #openmind
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A snapshot of camaraderie as the Designed Wealth Management family gathers to celebrate their shared accomplishments and holiday spirit! The Secret Santa gifts may range from ‘what were they thinking?’ to ‘I can’t believe I got this!’—let the laughter begin Together, our team in Toronto reflects on a year of achievements and looks forward to new opportunities in the coming year! Ankor Tewari, Jennifer Onuah, Evan Warsh, Aiman Shaikh, Shilpa Chopra, CPA, Jaidyn Pond, Fardan Ali, CIM®, Jessica Smith, CIM®, APM, Michael Konopaski, CPA, CFP, CIM, PhD, ICD.D, Chris He, Folakemi Miriam Ogundipe, Adam Nicol, Lisa Parsons, CIM, Steph Giddings, Justin Cote, Ali Zubaer Khandker. #culture #collaboration #customization
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Last week, our amazing team at Designed Wealth Management gathered for a festive bingo night at the brewery, filled with laughter, holiday spirit, and a touch of friendly competition 🍻🎅! We had two lucky bingo winners, Caisey Van Den Oetelaar and Nikhil Raj, who added to the excitement of the evening! This event reminded us of the importance of coming together, celebrating our hard work, and spreading Christmas cheer. As we approach the holidays, let's all remember to take some time to unplug, relax, and celebrate with our loved ones. With the New Year just around the corner, we're excited to start fresh and strong. Here's to a fantastic year ahead, filled with more moments of fun, #teamwork, and joy! Thanks to all of those who were able to come out and make it a fantastic night. Shivam Rastogi, Adam Nicol, Paige Keenan, Jaidyn Pond, Alexandra Konopaski, Austin Bakker, Steph Giddings, Brendan Rutherford, Yash Jasmat, Tyler Shettell #culture #customization #collaboration
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2024 #onepager. #achievments #changes #challenges. Michael Konopaski, CPA, CFP, CIM, PhD, ICD.D, Gillian Kunza, CPA, FCSI, MBA and the entire staff at Designed Wealth Management would like to thank our #advisors and their teams for making 2024 such a success. Your #enthusiasm, #engagement, and #support are the driving force behind our growth. #culture #collaboration #customization
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We are thrilled to announce that Sandra Day from Ladysmith, BC has joined Designed Wealth Management! #welcometotheteam
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Designed Wealth Management would like to welcome Tim Coles from Saskatoon, SK. Another great #advisor that will use his wealth of experience to help his clients achieve their #financialgoals. #wealthmanagement #welcometotheteam
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Designed Wealth Management est ravi d’accueillir Stanley Chan. Un autre excellent conseiller de la province de Québec! Stanley mettra à profit sa vaste expérience pour aider ses clients à atteindre leurs objectifs financiers. ----------------------------------------------------------------------- We are thrilled to welcome Stanley Chan. Another great advisor from the province of Quebec! Stanley will use his wealth of experience to help his clients achieve their financial goals. #gestiondepatrimoine #bienvenue #wecometotheteam #wealthmanagement
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Designed Wealth Management is thrilled to welcome Karen Shaw, TEP, CFP, CIWM from Carnduff, Saskatchewan! Karen will use her wealth of experience to help her clients achieve their financial goals. #financialgoals #wealthmanagement #welcometotheteam