As an independent dealer, Designed Wealth Management works across Canada with mutual fund advisors, full securities advisors and wealth portfolio managers.
November 4, 2024
As an independent dealer, Designed Wealth Management works across Canada with mutual fund advisors, full securities advisors and wealth portfolio managers.
November 4, 2024Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about a new way of competing in the crowded investment dealer market space.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss a new way of competing in the crowded investment dealer market space.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss the building of an enduring and great investment dealer.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore conflicts of interest, and unfair advantages for large investment dealers.
Designed Securities Ltd. partners Gillian Kunza, CEO and Michael Konopaski, CFO explore how dealers misrepresent and overuse the term “independence”.
Have You Thought About What Season Your Practice is in?
Have You Thought About What Season Your Practice is in?
Have You Thought About What Season Your Practice is in?
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
How Edward Jones empowers me and other experienced financial advisors with autonomy, support, and a compensation model built for success.
Skyline Wealth Management Inc. (“Skyline Wealth Management”) connects portfolio managers and institutional investors to several private alternative investments operating in the Canadian real estate and…
This Partner Report from BMO Global Asset Management examines an age-old problem for clients: balancing income needs against volatility. Our solution is the BMO Strategic…