Design. The process of creating a financial plan or investment portfolio. Designed. Planned for a specific purpose. Transparent and unique. Creating the optimum advisor experience for advisors and their clients. We are focused on ensuring advisors can serve their clients without conflicting goals and pressures. We work closely with advisors and portfolio managers to address their top priorities in serving their clients’ needs and provide meaningful insights into practice management. We are designed to support an advisors’ growing practice to help them provide the best advice and service to their clients. With strong core values, and committed staff, we seek excellence in serving the Canadian marketplace.
View Top Employees from Designed Wealth ManagementWebsite | https://www.designedwealthmanagement.ca/ |
Employees | 66 (27 on RocketReach) |
Founded | 2021 |
Address | 150 King Street West, Suite 340, Toronto, Ontario M5H 1J9, CA |
Industry | Financial Services |
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Michael Konopaski is the Co-Founder, Director and Officer of Designed Wealth Management.
27 people are employed at Designed Wealth Management.
Designed Wealth Management is based in Toronto, Ontario.