Designed eNewsletter July '26

Welcome to the Designed Wealth Management Monthly Newsletter!

This edition highlights some exciting milestones taking place at Designed recently. Featuring updates and moments that will help define what's ahead, these highlights speak to the momentum and growth our firm continues to build.

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.

Don't take our word for it. Ask our advisors.

That's exactly what our team recently did, sitting down with a few of our Designed Wealth Management advisors to hear firsthand what it's like being part of the firm.

Haven't seen the video yet? Check it out on our LinkedIn!

This November, we're bringing Designed's advisor community together for our 5th annual Dealer Conference at the Pan Pacific Hotel in Vancouver, BC. Three days dedicated to connection, collaboration, and meaningful conversation.

Reach out if you'd like more details, we'd love to have you there!

We're excited to share that Designed has onboarded Univeris, a portfolio management platform built for mutual fund dealers and wealth managers in the Canadian CIRO landscape.

Univeris is now available to select advisors for client name, mutual fund accounts. The platform offers a streamlined digital account opening experience powered by DocuSign, a self-serve client portal, model portfolio capabilities, and integrated compliance and supervision tools.

This rollout is for Mutual Fund Representatives only at this stage. Additional advisor access and account types will follow as we expand the platform.

More details and training resources are on the way. Keep an eye out for future updates.

Five years down, and this is only the beginning.

Our latest Advisor.ca eDirect dives into Designed Wealth Management's path over the last five years, the milestones reached and the vision that continues to drive us forward.

None of it would have been possible without every client, advisor, and team member who's been part of this journey. Thank you for helping us get here.

Here's to the growth still ahead!

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.

Recruiting advisors is an uphill battle for new dealer firms. In this Investment Executive article, Designed's co-founders share how the firm built its advisor base from scratch.

In this Wealth Professional article, Designed Wealth's co-founders explain why customizing your practice matters more now than when they started.

Find an Advisor

Designed Securities is proud to partner with Moufid (MJ) Jarjour and his team at Activate Wealth, serving clients across AB, BC, ON, and QC.

Activate Wealth is a multi-generational wealth advisory practice dedicated to building lasting financial legacies. MJ and Sarah empower families and businesses to steward their time, talents, and treasures by guiding clients through values-based wealth planning and purpose-driven estate strategies with clarity, confidence, and conviction. Their highly personalized approach goes beyond financial planning to create true generational impact.

Learn more about Activate Wealth here!

Jordan Hilderman

Financial Advisor

View Jordan's LinkedIn.

Visit our website to read more testimonials and see why so many people choose Designed.

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.