The Designed Story
Designed Securities Ltd. was borne out of the belief that the industry does not maintain enough truly independent options for advisors. It was founded on the belief that true independence means clients are free to choose platforms, products and investment strategies that are not burdened by the decisions, mandates, or proprietary product shelf of a parent company or majority owner.
“Independence” is coined frequently from large organizations with parents companies, dealers that have proprietary products and sales quotas, to public companies who are accountable to shareholders. Designed’s founders wanted to create something that would be different. Not only would it be independent, but it would bring transparency to the forefront, listen closely to the advisor’s voice and provide for staff and advisors alike to participate in the long run success of the company.
Having successfully launched in 2021, the firm continues to gain momentum in the industry with its original ideas. With “Designed” as the name, the aim is to stay connected to deliberate decision making, planning, measuring along the way, and designing a successful future much in the same way the advisors create plans and strategies for their clients.
OUR INDEPENDENCE IS YOUR INDEPENDENCE
Designed Wealth Management supports your wealth advisor by ensuring they have the freedom and flexibility to serve your needs and best interests, without the influence of others and without any conflicting goals. We do not require your advisors to use specific funds and investments, maintain minimum account balances, or meet minimum trading activity.
OUR PARTNERS ARE YOUR PARTNERS
The safety and custody of your money under Designed Securities Ltd., is managed with one of Canada’s largest independent wealth management firms, Aviso Wealth. Aviso Wealth is backed by the strength of leading financial institutions, Desjardins, the co-operators, and Credit Union Centrals. With 300 Financial Institution partners, and 500,000+ individual accounts they have an established presence in the Canadian marketplace.
FINANCIAL OPTIONS FOR FINANCIAL SUCCESS
Designed Wealth Management serves the needs of Canadians through different wealth investment account structures. Through our network of partners and advisors, we ensure that our available service offerings meet your growing needs. For us, Wealth Management means being designed to address the different account fee types, different investment solutions, and all-round different choices that a client might want.