Stanley Chan - Investment Advisor at Designed Securities Ltd.

Stanley Chan - Investment Advisor at Designed Securities Ltd. I desire to bring insights and thought leadership to partner families as we make goals-based financial decisions.

I believe we have to plan carefully and strategically if we are to accomplish what deeply motivates us in life.

Major events are reshaping markets. Economic shifts, persistent inflation, geopolitical uncertainty, and higher market v...
03/21/2026

Major events are reshaping markets. Economic shifts, persistent inflation, geopolitical uncertainty, and higher market volatility are challenging investors to rethink traditional portfolio strategies.
Is the traditional 60/40 portfolio still enough? Are public markets alone sufficient to meet long-term objectives?
You are cordially invited to my next virtual event on April 1 at 7 pm.
Pursuing a Better Investment Experience - Exploring Private Investments
A Conversation with Angelo Manaloto, Associate Principal, Westcourt Solutions

In this upcoming webinar, we’ll explore:
• How institutional investors structure their portfolios
• The role of private investments, and what they actually represent
• The potential benefits and the inherent trade-offs
• Practical considerations for implementation for individual investors

This session is designed to provide clarity — helping you think more strategically about long-term portfolio resilience.
I hope to see you there.

We kindly request your registration. Please email to obtain the registration link:
[email protected]

Pursuing a Better Investment Experience - Exploring Private Investments Major events are reshaping markets. Economic shi...
03/14/2026

Pursuing a Better Investment Experience - Exploring Private Investments

Major events are reshaping markets. Economic shifts, persistent inflation, geopolitical uncertainty, and higher market volatility are challenging investors to rethink traditional portfolio strategies.
Is the traditional 60/40 portfolio still enough? Are public markets alone sufficient to meet long-term objectives?

You are cordially invited to my next virtual event on April 1 at 7 pm.

In this upcoming webinar, we’ll explore:
• How institutional investors structure their portfolios
• The role of private investments, and what they actually represent
• The potential benefits and the inherent trade-offs
• Practical considerations for implementation for individual investors

This session is designed to provide clarity — helping you think more strategically about long-term portfolio resilience.
I hope to see you there.
We kindly request your registration. Please email to obtain the registration link:
[email protected]

Every Saturday, I take the kids to their piano lessons.While they play, I head to the local café to work on the business...
11/14/2025

Every Saturday, I take the kids to their piano lessons.
While they play, I head to the local café to work on the business — it’s become one of my favourite little habits.
There’s something special about that quiet time to think, plan, and explore new ideas.
And yes, I enjoy the chocolate croissant too. 😊

10/30/2025

The two central banks continued easing with a quarter-point cut, but are in very different positions. Here's a roundup of what Globe reporters and other experts are saying about the cuts.

Wealth is an emotional concept. It represents the accumulated assets and resources available to your family for pursuing...
10/05/2025

Wealth is an emotional concept. It represents the accumulated assets and resources available to your family for pursuing its dreams. A well-designed wealth plan helps you identify your life goals and what matters most to you. It allows you to maintain a long-term perspective and align the right wealth accumulation strategies with your objectives. By making projections and establishing a clear roadmap, your plan can adapt to your evolving needs as you move through different life stages.

In short, it’s about having a roadmap for your wealth to achieve your family’s dreams and goals.

Let’s Talk About What Comes Next

If recent events have caused you to reflect on your financial strategy, you’re not alone. Let’s connect and explore how we can align your wealth plan with your life’s priorities—so you can continue pursuing your goals with confidence.

08/30/2025

while the notion of a perpetual break might sound appealing, retirement isn’t quite the same as an endless summer holiday. In reality, it requires careful planning, both financially and emotionally, to ensure it’s a success.

My wife and I got to spend some time by ourselves last Friday. We walked around downtown after her work, had a late supp...
08/21/2025

My wife and I got to spend some time by ourselves last Friday. We walked around downtown after her work, had a late supper and a good dessert.
It may sound ordinary, but we rarely have a date night just for the 2 of us. You know how it is if you have kids.
Also, on the same day, I completed the Advanced Investment Strategies course, laying the foundation for future growth.
A happy day. 😊

08/01/2025

Trade uncertainty, resilient economy and evidence of underlying inflation pressures prompted the pause this time.

07/30/2025

The One Big Beautiful Bill Act of 2025 presents mixed implications for investors.

07/09/2025

Market swings are part of the deal, and if volatility causes sleepless nights, it might be time to reconsider your approach.

Address

Montreal, QC

Telephone

+14388064227

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