I came to Designed Securities Ltd. (DSL) because of our shared belief that financial advisors should be independent of proprietary products. Since joining, what has impressed me most is Designed’s willingness to work with me to customize solutions that suit my business.

Not only has Designed Securities listened and acted, but they have shattered expectations around response times. They respond to email or phone calls the same day. Moving dealers has been smooth and an opportunity to maintain independence, further strengthening credibility with my clients. A few pleasant surprises, being asked to collaborate on dealer initiatives and clients specifically committing more capital because of the move. With Designed, it has been refreshing to have competence and diligence without sacrificing the lion’s share of the pie.

In a world that is ever-changing it’s important to understand your clients’ goals and objectives while being compliant and efficient in your practice.  Designed has done a great job for us with a platform that is customized to the needs of the advisor to better serve clients in an independent, objective and unbiased manner. The team at Designed took the time to understand our business, create solutions and ensure that our transition to Designed was successful and that our business continues to grow.  Thank you to the Designed team!

Working with Designed has been a refreshing revelation for my advisory practice. As an Investment Dealer, they have a user-friendly digital platform which helped to make the transition easy and simple for both me and for my onboarding clients. As a wholly independent Dealer, I know I am free to make recommendations for my clients that are fully client-centric. The ongoing support they provide for my growing business has been extremely helpful.