Company

Designed Wealth Management

Financial Services Ca 122 employees

Employees: 122
Contacts: 2
Emails: 2

www.designedwealthmanagement.ca LinkedIn

Designed Wealth Management Overview

Headquarters: Ca
Website: www.designedwealthmanagement.ca
Industry: Financial Services
Employees: 122
Founded: 2021
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

advisors advisorplatform change digitalonboarding finance financialadvisor financialplanning financialmanagement growingcompany independent investment investmentadvisor

About Designed Wealth Management

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.

Designed Wealth Management Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage

Designed Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Lynn Dean, Cfa, Pfp, Mba		Halifax, Nova Scotia, Canada	Email
Adam Rivers, Mba, Cfa	Portfolio Manager	Toronto, Ontario, Canada	View
Michael Konopaski, Cpa, Cfp, Cim, Phd, Icd.d	Canada's Fastest, Organically Growing	Toronto, Ontario, Canada	Email
Yaron Orgil	Helping Families Find Financial		View