Designed Wealth Management
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 11-50 Employees

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Overview

Headquarters

150 King Street West Ste 340, Toronto, O...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
2
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1
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2
1

About Designed Wealth Management

Designed Wealth Management is an independent dealer focused on prioritizing financial advisors to enhance their performance and, consequently, benefit their clients. The company emphasizes the importance of advisor satisfaction in delivering superior client service. They provide resources and support for advisors to ensure they can effectively serve their clients. Designed Wealth Management aims to create a positive environment for both advisors and their clients.Explore more
Designed Wealth Management's Social MediaPopular SearchesDesigned Wealth ManagementDesigned Investments LtdSIC Code 62,628NAICS Code 52,523Show more

Designed Wealth Management Org Chart

Gillian Kunza, Co-Founder & Chief Executive Officer (Ciro) at Designed Wealth Management
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Co-Founder & Chief Executive Officer (Ciro)

PhoneEmail
SC
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Controller

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Vice President, Wealth Strategy and Advisor E...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Designed Wealth Managemen...

<$5M
11-50
Private
-
2021
Gillian Kunza, Co-Founder & Chief Executive Officer (Ciro) at Designed Wealth Management
Gillian KunzaCo-Founder & CEO (Ciro)
$6.5M
11-50
Private
-
1993
AH
Arthur HounsellSenior Vice President, Operations
$6M
11-50
Private
-
2007
Dale Hawthorn, President & Co-Chief Executive Officer at Bcv Asset Management
Dale HawthornPresident & Co-CEO
<$5M
11-50
Private
-
2004
CO
Chris OddExecutive VP, Operations
<$5M
11-50
Private
-
2012
N/A
<$5M
1-10
Private
-
2001
NR
Nigel RobertsPortfolio Manager
<$5M
1-10
Private
-
1996
AA
Adriana ArrillagaCEO & Portfolio Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Designed Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Designed Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Designed Wealth Management.

Designed Wealth Management Tech Stack

A closer look at the technologies used by Designed Wealth Management

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Frequently Asked Questions Regarding Designed Wealth Management

What is Designed Wealth Management's official website?
Designed Wealth Management's official website is www.designedwealthmanagement.ca
What is Designed Wealth Management's Revenue?
Designed Wealth Management's revenue is <$5 Million
What is Designed Wealth Management's SIC code?
Designed Wealth Management's SIC: 62,628
What is Designed Wealth Management's NAICS code?
Designed Wealth Management's NAICS: 52,523
How many employees does Designed Wealth Management have?
Designed Wealth Management has 11-50 employees
What industry does Designed Wealth Management belong to?
Designed Wealth Management is in the industry of: Finance, Securities Trading
What is Designed Wealth Management competition?
Designed Wealth Management top competitors include: Bcv Asset Management, Bluenose Investment Management, Polaris Financial, Headsail Wealth Management
What technology does Designed Wealth Management use?
Some of the popular technologies that Designed Wealth Management uses are: WordPress.org, PHP, Microsoft SharePoint, YouTube
What does Designed Wealth Management do?

Designed Wealth Management is an independent dealer focused on prioritizing financial advisors to enhance their performance and, consequently, benefit their clients. The company emphasizes the importance of advisor satisfaction in delivering superior client service. They provide resources and support for advisors to ensure they can effectively serv... e their clients. Designed Wealth Management aims to create a positive environment for both advisors and their clients.Read More

What are Designed Wealth Management social media links?
Designed Wealth Management Linkedin page
Is Designed Wealth Management a public company?
Designed Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Designed Wealth Management

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