Designed Wealth Management

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Designed Wealth Management Designed Securities Ltd. (“Designed”) is an independent, dual-registered investment dealer providing a range of investment products and solutions.

We are a CIRO member and registered as an Investment Fund Manager under the Ontario Securities Commission.

10/16/2026

What does it take to build a practice without the usual roadblocks?

For Designed Wealth Management advisor, Haider Rana, it comes down to having the right support, technology, and resources behind you.

In this short video, Haider shares why Designed gives him more freedom to focus on growing his practice, while spending less time and money on the administrative work that can slow advisors down.

Designed lifts work off your plate so you have more room to focus on what matters most: your clients and your business.

A conference like this doesn’t come together on its own.We’re proud to recognize our Platinum Sponsor, Aviso, for their ...
10/15/2026

A conference like this doesn’t come together on its own.

We’re proud to recognize our Platinum Sponsor, Aviso, for their support of the 2026 Designed Wealth Management Dealer Conference. Their partnership plays an important role in bringing our advisor community together for three days of conversations, learning, connection, and new ideas.

We’re grateful to have them alongside us as we prepare for this year’s conference in Vancouver.

Thank you for being a part of it. We’re looking forward to seeing you in November.

"Designed Wealth Management is unmatched in its commitment to advisor independence. It gives me the freedom to build and...
10/14/2026

"Designed Wealth Management is unmatched in its commitment to advisor independence.

It gives me the freedom to build and market my practice on my own terms, and the flexibility to shape my brand, message, and voice without unnecessary head office constraints.

That support has been incredibly valuable as I grow my business. It lets me stay focused on what matters most: delivering thoughtful, client-first advice while being authentic and consistent in how I show up every day."

- Ben Sinclair

Built for advisors.Designed Wealth Management received an outstanding overall rating on the 2026 Investment Executive De...
10/13/2026

Built for advisors.

Designed Wealth Management received an outstanding overall rating on the 2026 Investment Executive Dealer Report Card, including a perfect Net Promoter Score and a standout score for compensation structure.

We didn't build Designed with an award in mind. We built a dealer based on advisor feedback, fairness, and transparency. We trusted our gut, our advisors, and the process. The results followed.

This belongs to our advisors, our Designed team, and everyone who shows up and does the work without needing a scoreboard to prove it's working. Thank you for the incredible ratings. We can't wait to see what the future holds.

Happy four-year Designed Wealth Management anniversary to Bobby McBride! We’re so glad to recognize this milestone with ...
10/09/2026

Happy four-year Designed Wealth Management anniversary to Bobby McBride! We’re so glad to recognize this milestone with him.

With more than a decade of experience in wealth management, Bobby brings a strong combination of investment expertise and a commitment to lifelong learning. He holds both the CFA and CFP designations, along with a Certified Financial Counselor designation, and takes an independent, transparent approach to investment management focused on consistency, simplicity, and keeping clients’ interests at the centre of every decision.

Outside of work, Bobby is active in the community as a Rotarian and Chair of the Durham Community Foundation. He also enjoys creating art for charity, listening to music, reading, mountain biking, hockey, and yoga.

Congratulations on four years, Bobby. We appreciate the expertise, community spirit, and thoughtful approach you bring to Designed and the people you serve.

Tyler Shettell joined Designed Wealth Management in December 2022, following an unconventional path that started in w**e...
10/08/2026

Tyler Shettell joined Designed Wealth Management in December 2022, following an unconventional path that started in w**e business management rather than financial services. In May 2026, he stepped into his current role as Manager, Strategic Operations. He holds a three-year advanced diploma in Business Administration, Accounting and is currently completing his bachelor's degree through Athabasca University, continuing to build on that foundation while growing into his role.

At Designed, Tyler focuses on the big picture, looking for better ways for the organization to operate. Sitting at the intersection of business, operations, technology, and compliance, he turns strategic ideas into practical solutions, identifying what needs to change and bringing the right people together to make it happen.

Outside of work, Tyler is almost always on the move, playing golf or volleyball several times a week, travelling and making memories with friends, or hunting for the next addition to his sports card collection. When he does slow down, he's usually at home with his cat, Nibbles, who keeps him on his toes.

We're so glad to have Tyler as part of the Designed team!

Designed Wealth Management has been named one of Canada’s Top Growing Companies by The Globe and Mail’s Report on Busine...
10/07/2026

Designed Wealth Management has been named one of Canada’s Top Growing Companies by The Globe and Mail’s Report on Business magazine.

We’re incredibly proud to be recognized for the growth we’ve achieved over the past five years. During that time, our team has grown rapidly, moved into several new offices, and continued to support advisors and their clients across Canada.

Designed ranked No. 33 on the 2026 list, a milestone that reflects the hard work, dedication, and commitment of our entire team. It’s a huge accomplishment, and we’re grateful to everyone who has played a part in helping Designed get to where we are today.

To read more and see the full list of 2026 winners, visit The Globe and Mail’s site at the link below.

https://www.theglobeandmail.com/business/rob-magazine/top-growing-companies/article-ranking-canadas-top-growing-companies-of-2026/

10/07/2026

Our website has a fresh look – and more to explore – all designed with our advisors in mind.

As Designed Wealth Management continues to grow, we’re evolving our website along with it, creating a more useful and informative resource for advisors and a stronger reflection of who we are as a firm.

The refreshed site brings more of Designed together in one place, with expanded resources for advisors, greater insight into our people and expertise, and new ways to learn about what’s happening across our firm and community.

And we’re not done yet. We’ve built the site to continue evolving alongside Designed, with more resources, perspectives, and updates to come.

Take a look around and explore what’s new!

https://designedwealthmanagement.ca/

What a week in Winnipeg, MB! Recently, Jessica Smith, VP, Strategic Operations & Growth at Designed Wealth Management, h...
10/06/2026

What a week in Winnipeg, MB!

Recently, Jessica Smith, VP, Strategic Operations & Growth at Designed Wealth Management, had a chance to attend the Institute of Advanced Financial Planners (IAFP) Symposium.

Jessica spent time with Designed advisors Amanda Van Soelen, Jessica Holvik, Brad Brain, Carlo Valle, and Richard Predham. It’s great to see advisors at conferences like this, where sharpening their tools is the objective - and nice to have some laughs over a meal while they’re at it!

David Chilton, author of The Wealth Barber, gave a standout session on taking risks, and leading with gratitude - lessons we could all be reminded of.

Congratulations to the IAFP for an exceptionally executed event. Looking forward to the next one.

Designed Wealth Management is excited to welcome Tim Ternosky, based out of Kingsville, ON, to our team.Tim brings over ...
10/05/2026

Designed Wealth Management is excited to welcome Tim Ternosky, based out of Kingsville, ON, to our team.

Tim brings over a decade of experience as a financial advisor. At Mill Creek Wealth Management, he is focused on helping clients navigate their financial futures with confidence through thoughtful, long-term planning and sophisticated investment strategies.

Welcome to Designed, Tim! We’re looking forward to this journey together.

Address

55 York Street, Suite 802
Toronto, ON
M5J1R7

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18337399426

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