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.

09/03/2026

Leaving your dealer is easier than you think.

Thinking about making the move to Designed Wealth Management, but not sure where to start?

In this video, our very own advisors Angela Oddo, Haider Rana, and Adam Schacter walk you through the key steps involved in transitioning from your current dealer to Designed.

From meeting our transition team, to making the plan, and finally resigning, they share their perspective on what the process looks like and how the Designed team supports advisors along the way.

Take 2 minutes to hear directly from advisors who have made the transition themselves.

Watch the video to learn more about making the move to Designed!

Calling all Univeris platform users!Univeris is now available at Designed Wealth Management as an additional platform op...
09/02/2026

Calling all Univeris platform users!

Univeris is now available at Designed Wealth Management as an additional platform option to advisors for client name, mutual fund accounts. The platform offers a digital account opening experience powered by DocuSign , a self-serve client portal, model portfolio capabilities, and integrated compliance and supervision tools.

Designed specifically launched this platform to accommodate advisors that currently use Univeris (or have in the past), and want to experience a streamlined transition experience by staying with it. It’s the convenience of staying with what you know, but with a dealer that is flat fee, and that offers a customizable experience.

Reach out to learn more.

Fitzallen Sutton has reached his 3 year mark with Designed Wealth Management, and we’re pleased to celebrate this chapte...
09/01/2026

Fitzallen Sutton has reached his 3 year mark with Designed Wealth Management, and we’re pleased to celebrate this chapter with him.

As a CFP professional and Financial Advisor with The Better Planning Group, Fitzallen brings more than a decade of wealth management experience to his work with business owners, executives, and healthcare professionals. His approach focuses on simplifying complex financial matters and helping clients make confident, informed decisions across all areas of their financial plans. He has previous experience with supporting more than 1,600 Financial Advisors across 35 regions, which also gives him a unique perspective on the evolving needs of both advisors and their clients.

Outside of work, Fitzallen enjoys travelling, attending sporting events, cheering on the Toronto Raptors and The Kansas City Chiefs, spending time with family, and discovering great food. He is also passionate about giving back, having founded the All-Star Charity Shootout, which raised funds for several Canadian charities.

Congratulations on 3 years, Fitzallen! We’re proud to have you as part of Designed and look forward to celebrating many more years to come.

“My transition to Designed Wealth Management went smoother and quicker than I could have imagined. My Transition support...
08/31/2026

“My transition to Designed Wealth Management went smoother and quicker than I could have imagined.

My Transition support person was there to quiet any questions or concerns that I had. The things that are possible at Designed still blows my mind.

As a big bank advisor for many years, I would highly recommend Designed to be your firm and partner of choice. If you are even remotely independent in nature as an advisor, then this is the firm for you!”

- Brad Missinne

We've never really thought of ourselves as "independent".Not because the label is wrong, but because the vision is too s...
08/28/2026

We've never really thought of ourselves as "independent".

Not because the label is wrong, but because the vision is too small.

For decades, it implied smaller. Fewer resources. Fewer capabilities. Fewer options. A good alternative, but still an alternative.

At Designed Wealth Management, we're not interested in being an alternative to the big firms. We're not trying to replicate what the large institutions have built. We're building what comes next.

Why should advisors have to choose between flexibility and scale? Why should freedom come with limits? Why should the best technology, systems, support, and opportunities be reserved for firms large enough to impose them on everyone?

We believe the future belongs to firms that can adapt faster than institutions, innovate faster than committees, and customize faster than bureaucracy.

That's why we built Designed Wealth differently.

Flat-fee pricing that scales with your business. Systems designed to help you scale with precision. Full transparency into our compliance, finance, operations, and strategy because real partnerships aren't built behind closed doors.

Most dealers ask advisors to fit the model. We're building a model that fits the advisor.

That's not our version of independence. It's our version of the future.

If you're an advisor who believes there should be a better way to build a business, let's have a conversation.

Evan Warsh, Fardan Ali, Jessica Smith

08/27/2026

The August edition of the Designed Wealth Management eNews is now available!

This month’s release brings together the latest firm updates, highlights from across Designed, and a closer look at the events shaping the months ahead.

Want to stay in the know with what’s happening at Designed? Subscribe at the link below to receive future editions directly to your email.

https://assets-can.mkt.dynamics.com/962ac170-f616-47d9-8a73-e07fa77b9a8d/digitalassets/standaloneforms/db612173-e4bf-f011-bbd3-7ced8d656dcc

Darrell Fenner is celebrating his 3 year anniversary with Designed Wealth Management, and we're proud to recognize the e...
08/25/2026

Darrell Fenner is celebrating his 3 year anniversary with Designed Wealth Management, and we're proud to recognize the experience and dedication he brings to the clients he serves.

With more than 37 years in the financial services industry, Darrell has built his career on helping individuals and families make informed decisions about protecting and growing their wealth. Through his work at Your Choice Financial, he provides personalized investment and insurance solutions tailored to each client's unique goals, always focusing on building trusted, long-term relationships. Here, he works alongside Kyle Langager, Robin Jamieson, Cindy Harrison, Sherry Henderson, and Cheryl Jamieson.

Outside of work, Darrell enjoys spending time on the golf course and adding to his collection of classic cars, proving he appreciates well-built investments both on the road and in a portfolio.

Congratulations on 3 years, Darrell. Thank you for the experience, commitment, and client-first approach you bring to the Designed community.

Join us in celebrating Amanda Van Soelen, and the value she brings to clients, as she marks her 1 year anniversary with ...
08/25/2026

Join us in celebrating Amanda Van Soelen, and the value she brings to clients, as she marks her 1 year anniversary with Designed Wealth Management.

A Certified Financial Planner professional, mutual funds representative, licensed life insurance agent, and part owner of LuminWay Financial, Amanda brings more than a decade of experience to her practice. After transitioning from running a successful business with her husband into financial services, she discovered a passion for making financial planning approachable and easy to understand. Known for her warm, inclusive nature, Amanda takes the time to understand each client's story, creating personalized strategies that empower them to make informed decisions with confidence.

Outside of work, Amanda enjoys kayaking and boating at the cottage and spending time with her husband, Luke, and their 2 young adult children.

Congratulations on 1 year, Amanda. We look forward to seeing your continued success!

Designed to make you think. If you were starting today, would you choose the same dealer? If the answer isn't an immedi...
08/24/2026

Designed to make you think.

If you were starting today, would you choose the same dealer? If the answer isn't an immediate yes, start with a plan.

Transitioning your practice to a new dealer can feel complex, but it doesn’t have to mean disrupting your business or your client relationships.

Designed Wealth Management's new Transition Guide walks advisors through the process from start to finish, including:

• What to consider before making a move
• How to assess whether a dealer aligns with your values and long-term goals
• A step-by-step transition roadmap
• How Designed supports your team, clients, accounts, technology, and operations throughout the move
• What to expect during resignation and beyond
• A practical checklist to help you evaluate your next dealer

At Designed, transitions are treated as strategic projects, with a dedicated team managing the operational ex*****on so advisors can stay focused on their clients.

If you're considering a move, or simply want to understand what a transition could look like, read the guide below and see how Designed can support you every step of the way.

Ready to explore what’s next for your practice? Let’s talk.

Designed Wealth Management is pleased to welcome Ricardo Ardiles and RX Dental Wealth Management of Mississauga, Ontario...
08/21/2026

Designed Wealth Management is pleased to welcome Ricardo Ardiles and RX Dental Wealth Management of Mississauga, Ontario, to our team.

Ricardo is passionate about helping pharmacists, dentists, and physicians pay less tax, build more wealth, and make confident financial decisions throughout every stage of their careers. By integrating investment management, retirement planning, insurance, and tax planning with the specialized expertise of his sister firm, RX Dental Accountants, they bring together every aspect of their clients' financial lives through a coordinated, multi-family office approach to help them achieve financial freedom.

Welcome to Designed, Ricardo. We look forward to working 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

Website

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