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As an independent dealer, Designed Wealth Management works across Canada with mutual fund advisors, full securities advisors and wealth portfolio managers. We value the voices that our network of professional advisors & financial brokers provide.
- Our Team
Her big picture knowledge of the industry, experience with...
- About Us
DESIGNED SECURITIES LTD. (“Designed”) Designed is a member...
- Advisors
TRANSPARENCY Our transparency is unlike anything the...
- Clients
The safety and custody of your money under Designed...
- Careers
The transitions lead will contribute to the big picture of...
- Transitions
The Transition. After having established the details in the...
- Testimonials
“Not only has Designed Securities listened and acted, but...
- Our Name
Our commitment to making deliberate decisions to the benefit...
- Our Team
DESIGNED SECURITIES LTD. (“Designed”) Designed is a member of the New Regulatory Organization of Canada (“New SRO”). The New SRO is the national self-regulatory organization which oversees all mutual fund dealers, investment dealers and trading activity on debt and equity marketplaces in Canada.
As a client, you and your advisor work together to pursue investment objectives and financial goals. In many cases, your advisor and their support staff are your main points of contact. But who is the dealer and what do they do? How are they part of the picture and how does Designed Securities Ltd. ultimately impact you?
Feb 7, 2023 · “Our commitment is to remain truly independent for at least 15 years,” says the CEO of Designed Securities. The 15-year promise originates back to 2021 when Designed had no advisors, and no assets under management.
Meristem Securities Limited is a Capital Market Conglomerate regulated by the Securities and Exchange Commission (SEC). We expertly offer Investment Banking, Wealth Management, Stockbroking, Registrar and Trustees Services.
TD Securities is a leading investment bank that provides corporate and investment banking and capital markets products and services to corporate, institutional and government clients.
Jan 22, 2023 · Some of the executives who held the reins at Stocks and Securities Limited (SSL) are keeping to a vow of silence on their stewardship at the investment firm in the throes of an alleged $3 billion fraud that went on for at least a decade.
