Designed Wealth Management

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.

Last week, we hosted the Designed Wealth Management Compliance & Practice Management Symposium in Burlington, ON. In one...
06/19/2026

Last week, we hosted the Designed Wealth Management Compliance & Practice Management Symposium in Burlington, ON. In one impactful day, we covered meaningful compliance topics and explored feasible approaches to managing a modern advisory practice, alongside a group of advisors who came ready to engage.

We’re grateful for the continued support from advisors across the region and always appreciate the opportunity to connect in person.

Thank you to everyone who attended and brought such great energy. Looking forward to next time!

Rose-coloured glasses and a dealer with not a single thing to hide.When your client asks these questions, are you confid...
06/18/2026

Rose-coloured glasses and a dealer with not a single thing to hide.

When your client asks these questions, are you confident that you can give them straight answers?

How does your dealer make money?
Why this product and not that one?
Who does your dealer actually work for?

If the answer is complicated, that's not a you problem. That's a dealer problem.

The best advisors we know didn't get into this industry to spend energy defending their dealer's economics. They got in to build something; a real practice, real relationships, real independence. And somewhere along the way, the firm they chose started making that harder.

At Designed Wealth Management, we built the opposite. Flat-fee. Fully transparent economics, in writing. A model you can explain to any client in 60 seconds without breaking eye contact. Customized to your practice, not a shelf solution retrofitted to fit.

Designed is not for sale. No board pressure. No parent company quietly deciding that your independence is too expensive to protect at scale.

You've worked too hard to be at a dealer that's becoming the thing it promised it wouldn't.

If this resonates with you, reach out to hear how things could be different for your practice and your clients.

Jessica Smith

5 years ago, Designed Wealth Management was built with a vision to do things differently. In this Wealth Professional a...
06/17/2026

5 years ago, Designed Wealth Management was built with a vision to do things differently.

In this Wealth Professional article, CEO Gillian Kunza and Managing Director Michael Konopaski reflect on the journey so far, sharing what has helped shape Designed's growth, the importance of investing in the people behind the business, and how staying true to who we are continues to guide the way we work with advisors.

As we celebrate this milestone, we're grateful to our staff, advisors, and partners who have been part of the story.

Read the full article below to learn more about the lessons, values, and approach that continues to drive Designed forward.

https://www.wealthprofessional.ca/your-practice/practice-management/five-years-in-designed-wealths-co-founders-say-the-case-for-customizing-your-practice-has-only-become-stronger/392659?utm_campaign=Editorial-WPC-SP&utm_content=KMADV-028817&utm_medium=social&utm_source=linkedin&hss_channel=lcp-13632256

Frank Cassellis is celebrating his 3 year anniversary with Designed Wealth Management, and we’re proud to recognize the ...
06/16/2026

Frank Cassellis is celebrating his 3 year anniversary with Designed Wealth Management, and we’re proud to recognize the dedication and enthusiasm he brings to his clients.

Having worked in the financial services industry since 1993, Frank has witnessed firsthand how financial planning can shape not just individual lives, but entire family legacies. Over the course of his career, he has guided clients through changing markets, economic uncertainty, and major life transitions. What has remained constant throughout the years is his passion for helping clients achieve their goals and make confident decisions.

An aspect Frank values most about his work is the opportunity to support multiple generations of a family. Seeing the positive impact of thoughtful financial planning passed from one generation to the next continues to be one of the most rewarding parts of his career. Outside of the office, you can find Frank alongside his wife Juliana, spending their summers at Tobermory cottage and on road trips.

Congratulations on 3 years, Frank. We’re grateful for the care and long-term perspective you bring to the Designed community.

Devendra Sharma joins Designed Wealth Management with a strong commitment to building meaningful client relationships an...
06/15/2026

Devendra Sharma joins Designed Wealth Management with a strong commitment to building meaningful client relationships and helping individuals, families, and business owners navigate their financial journeys with confidence. He specializes in working with incorporated healthcare professionals, including dentists and physicians, providing tailored strategies for wealth accumulation, tax-efficient planning, retirement readiness, and corporate financial management.

With a particular focus on advanced planning, Devendra helps clients address complex financial needs through integrated solutions that support long-term wealth preservation, succession planning, estate planning, and legacy objectives. His client-first approach is centered on delivering personalized guidance, thoughtful advice, and a trusted partnership that empowers clients to achieve their financial goals.

Welcome to Designed, Devendra. We’re looking forward to working together!

Here is proof that compliance done right is, in fact, worth celebrating. Last week, we brought the Designed Wealth Manag...
06/12/2026

Here is proof that compliance done right is, in fact, worth celebrating.

Last week, we brought the Designed Wealth Management Compliance & Practice Management Symposium to Saskatoon, SK. We enjoyed 2 days of compliance conversations and practice management AI sessions, alongside a room full of advisors who showed up ready to engage.

Designed has a tremendous amount of support from advisors in The Prairies of Canada. To show our appreciation, we take any opportunity we can to spend time in those Provinces connecting with advisors.

Shout out to Designed advisor Doug Mutschler who spent a second year in a row with us on his birthday. Naturally, we had to raise a glass to cheers him!

Thanks to everyone who made the trip and brought your best to the room. See you next year.

Last month, Relationship Manager Bhakti Kapoor and Transitions Team Lead Austin Bakker visited advisors from the LuminWa...
06/11/2026

Last month, Relationship Manager Bhakti Kapoor and Transitions Team Lead Austin Bakker visited advisors from the LuminWay team for the grand opening of their new office.

It was a wonderful opportunity to celebrate this exciting milestone with them and to tour their beautiful new space.

Congratulations to LuminWay Financial on the successful grand opening of your new Guelph office! It was a pleasure attending the event and seeing firsthand the incredible space you've created.

Thank you to Jessica Holvik, Amanda VanSoelen, and Melanie McWhirter for the invitation and warm hospitality.

Wishing LuminWay continued growth, success, and many achievements in your new home.

Recently, Jessica Smith and Fardan Ali had a chance to visit with Wanda Hunchak, Executive Vice President, and Raeleen M...
06/10/2026

Recently, Jessica Smith and Fardan Ali had a chance to visit with Wanda Hunchak, Executive Vice President, and Raeleen Mann, Communications Director at the West Cap office in Saskatoon, Saskatchewan.

One of the most rewarding parts of working with Westcap Mgt. Ltd. and the team that manages the Golden Opportunities Fund is the opportunity to collaborate with a team that genuinely cares about building businesses and creating economic impact in Saskatchewan.

Designed Wealth Management has been proud to serve as Principal Distributor of the Fund, helping connect advisors and investors with a uniquely Saskatchewan investment story.

Looking forward to continuing the relationship and the work ahead.

Terry Barrett has marked his 3 year anniversary with Designed Wealth Management, and we’re proud to recognize the experi...
06/09/2026

Terry Barrett has marked his 3 year anniversary with Designed Wealth Management, and we’re proud to recognize the experience and energy he brings to his clients.

With 17 years in the financial industry, Terry’s career has been shaped by adaptability, determination, and a willingness to embrace new opportunities. Since joining Designed, he has continued to focus on putting clients first and delivering guidance that supports their long-term financial goals. His diverse background from freestyle ski competitions and professional motocross racing throughout North America, to entrepreneurship and contracting, has helped shape the resilient approach he brings to his work today.

Outside of the office, Terry enjoys spending time fishing in Georgian Bay and chasing the fish of a thousand casts whenever he gets the chance!

Congratulations on 3 years, Terry. We’re glad to have you as part of the Designed team.

"Working with Designed Securities Ltd. has been a great experience. The transition was smooth thanks to a dedicated tran...
06/08/2026

"Working with Designed Securities Ltd. has been a great experience. The transition was smooth thanks to a dedicated transition team that guided us every step of the way. Head office representatives were always available and willing to meet as often as needed to walk through processes and ensure we had the right tools in place. Compliance support stood out - they clearly explained not just the requirements, but the reasoning behind them. As we adjusted to new systems, the team remained flexible and responsive, helping us work through any challenges quickly and collaboratively." - Amanda Van Soelen

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

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