As an independent dealer, Designed Wealth Management works across Canada with mutual fund advisors, full securities advisors and wealth portfolio managers.
April 8, 2024
As an independent dealer, Designed Wealth Management works across Canada with mutual fund advisors, full securities advisors and wealth portfolio managers.
April 8, 2024Designed 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?
The Seasons of an Advisor’s Practice: Winter, a time to reconnect, reflect and retreat
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…
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…
Financial advisors work to empower their clients — but they now have a model to be more financially empowered themselves. A new compensation structure from…
In this article, Avenue Living explores how advisors’ perception and knowledge of REITs impact their client recommendations.