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  3. A Partner Report Series from Designed Securities

A Partner Report Series from Designed Securities

As an independent dealer, Designed Wealth Management works across Canada with mutual fund advisors, full securities advisors and wealth portfolio managers.

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Partner Reports

Why the Definition of Independence Matters in the Canadian Securities Industry

November 4, 2024 With: Designed Securities
Discovering new business opportunities and investments, Vision and goal setting, Business team is rowing boat with binoculars standing in paper boat and looking forward, Vector design illustration.
Partner Reports

Designed Securities’ AI readiness – how progress and quick pivots are leading them forward

September 9, 2024 With: Designed Securities
Corporate dinosaur, outdated boss refusing to change anything, bad leader or office ancient problem concept, funny dinosaur raptor businessman senior management talking with colleagues in the office.
Partner Reports

Creativity, Innovation, and the Future of Investment Dealers for the next generation of advisors

June 3, 2024 With: Designed Securities
Partner Reports

Designed Securities’ Blue Ocean Strategy: Customization, Lower Costs, and Increased Value for Advisors

April 8, 2024 With: Designed Securities
Vector artwork depicts competition, clash, struggle, competitors, uncontested market, and successful business strategy
Partner Reports

Challenging the Status Quo of the “Built to Flip” Investment Dealer

September 18, 2023 With: Designed Securities
A businessman and three businessmen are tied with ropes and run in opposite directions, the concept of business competition and conflict
Partner Reports

Under the Hood: A Material Conflict and an Unfair Playing Field

May 15, 2023 With: Designed Securities
Young man looking under the hood of breakdown car
Partner Reports

What Makes a Dealer Genuinely Independent?The Illusion of the Independent Dealer

February 21, 2023 With: Designed Securities
Man holding a surreal painting of a boardwalk
Partner Reports

The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old

September 12, 2022 With: Designed Securities
From Summer to Autumn
Partner Reports

The Seasons of an Advisor’s Life: Summer, a time for exploration and change

June 7, 2022 With: Designed Securities
Summertime roadtrip.
Partner Reports

The Seasons of an Advisor’s Life: Spring, a time for reinvention, revival and moving on

March 8, 2022 With: Designed Securities
Tree grows in cold and hot atmosphere.
Partner Reports

Have You Thought About What Season Your Practice is in?

December 6, 2021 With: Designed Securities
A tree changing its leaves from fall to winter.
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