You serve your clients.
We’re here to help you do it better.
A dealer-advisor relationship based on mutual respect.
At Designed, we believe that when advisors thrive, their clients benefit. That’s why everything we do is designed around you — your practice, your independence, and your growth.
What you get
Independence
— No proprietary products. No quotas. No conflicts of interest.
Competitive Fees
— Transparent pricing structured to support different practice sizes and business models.
Leading-edge technology
— Best-in-class platforms for onboarding, trading, and compliance.
Full transition support
— A proven, seamless three-phase process from day one to full operation.
Women of Designed
— A community and resource platform for women in wealth management.
Cross border capabilities
— Serving advisors and clients across Canada and the U.S.