Serving clients across Canada and the United States.
Built for advisors with cross-border clients.
In an increasingly connected world, more Canadians have financial ties to the United States — and more advisors need a dealer that can support them on both sides of the border. Designed Wealth Management is dual-registered, giving you the frame-work to serve clients wherever their lives and assets take them.
What dual registration means for you.
Regulatory confidence
— Designed Wealth Management is registered as an investment dealer in Canada under CIRO and holds the appropriate registrations to support cross-border advisory activi-ty. You operate within a fully compliant framework — no grey areas, no workarounds.
Broader client eligibility
— Cross-border registration means you can maintain and grow relationships with clients who move between Canada and the U.S. — whether they are snowbirds, dual citi-zens, or professionals with assets in both countries.
Competitive differentiation
— Most independent dealers in Canada are not dual-registered. That capability sets you apart and opens doors to client relationships that would otherwise require referral to another firm.
Is this right for your practice?
If you have clients with U.S. assets, U.S. residency, or cross-border financial com-plexity — or if you want to build a practice that can accommodate those situations — Designed’s cross-border capabilities are a meaningful advantage. Contact us to learn more about how it works in practice.
“ Of all my experience dealing with dealers, I have never found one nearly as transparent and straightforward as Designed. ”