Designed Wealth Management

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

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

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

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

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

We are thrilled to announce that Sandra Day from Ladysmith, BC has joined Designed Wealth Management! #welcometotheteam

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

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

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

A huge thank you to Andrew Craig, CIM, RIS and Londonderry Wealth Management for hosting Designed Wealth Management's Adam Nicol and Lisa Parsons, CIM at the suspenseful Toronto Marlies game; A nail-biting finish that took them right to the final minutes. These moments are invaluable as they help us build stronger relationships, enhance #teamdynamics, and improve #communication within our team. Thank you again, Andrew, for organizing such a memorable event and for highlighting the importance of connecting with our team members beyond the workplace! #culture #collaboration #customization