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     Want to stay in the loop with what we are up to? Read below to see our upcoming events and special 

     announcements that we are excited to share with you.

We're excited to share that Designed Wealth Management was featured in Investment Executive's 2026 Dealers' Report Card, an annual study of how advisors view the support they receive from their dealer firms.

While the report is not a ranking or competition, it serves as editorial market research designed to provide a clear snapshot of the industry. Co-Founder and CEO Gillian Kunza shared her thoughts on the findings:

"When I first learned about the methodology behind the Investment Executive Dealers' Report Card, I was impressed with the depth of their process and the range of topics they review. I thought it would be an incredible opportunity for Designed Wealth Management to see what areas our advisors feel strongly about, and other areas where we could enhance our offering.

I am humbled by the results. I am proud of where Michael Konopaski and I started - no advisors, no office, no staff. Just an idea that advisors need somewhere to go that is designed for them, that's created to support their ideas, and a place where they can be themselves. Now we have a large head office staff and a growing cross-Canada advisor base that we're grateful to be working with."

Thank you to everyone who participated and shared their views. You can read the full report on Investment Executive.

Designed Wealth USA (DWUSA) is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission, providing an independent advisory platform for Investment Advisor Representatives serving clients with financial interests in the United States.

Whether you are already exploring cross-border opportunities or looking to expand your capabilities, DWUSA offers a platform designed to support your U.S. advisory needs.

To learn more, please contact Ankor Tewari (atewari@designedwealthusa.com).

Interested in staying in the loop with what we are up to? Read below to see our upcoming events and special announcements that we are excited to share with you. 

This November, Designed's advisor community is gathering for our 5th annual Dealer conference - The Future of Modern Wealth: AI, Growth & What's Next - at the Pan Pacific Hotel in Vancouver, BC. Three days of sessions, demos, and conversations built around how AI is changing advisor practices, what growth strategies are working, and where independent wealth management is headed. 

Whether or not you're currently with Designed, all advisors are welcome to join the event. Reach out to

info@designedsecurities.ca if you'd like more details - we'd love to have you there! 

  With new thought-provoking articles every month, we invite you to explore these perspectives and 

  industry expertise that continues to position Designed as a leader in the wealth management space.

Curious about life at Designed? Whether you are an advisor, a partner, or simply someone who shares our values, connect with us via LinkedIn, email or learn more on our website. You will quickly see why so many choose to be part of this journey.

Your feedback is always appreciated; please direct any comments or suggestions to Michael Konopaski (mkonopaski@designedsecurities.ca)