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Designed Wealth Management

Advisors
Advisorplatform
Change
Digitalonboarding
Finance

Designed Wealth Management information

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...
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.

Employees

Austin Bakker
Transition Coordinator
Lisa Parsons
Relationship Manager
Jessica Smith
Senior Manager, Operations
Brendan Rutherford
Finance Associate
Richard Holland
Supervisor, Retail

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Designed Wealth Management's financial review

Employees

63


Technologies

Outlook
Email Providers
Amazon AWS
Hosting
Nginx
Load Balancers
Google Tag Manager
Tag Management
Apache
Load Balancers

Employees

Austin Bakker
Transition Coordinator
Lisa Parsons
Relationship Manager
Jessica Smith
Senior Manager, Operations
Brendan Rutherford
Finance Associate
Richard Holland
Supervisor, Retail

Looking for a particular Designed Wealth Management Employee?

Designed Wealth Management's financial review

Employees

63


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