Designed Securities Ltd. is an independent investment dealer headquartered in Toronto, Ontario, Canada. Designed is guided by principles of independence, transparency and technological advancement/strength. The company supports independent financial advisors by providing them with the freedom and flexibility to access and utilize the investments, systems and services they need to best meet the needs of their clients, This leads to an unbiased atmosphere without conflicting agendas or sales pressures to use proprietary or in-house investments. Designed is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF).
Designed holds client assets in custody with Aviso Wealth ("Aviso"), a leading Canadian financial services company serving nearly all of the credit unions in Canada as well as a range of independent financial organizations. Aviso has over $110 billion in assets under administration and is backed by the collective strength of its owners: Desjardins, Co-operators/CUMIS and the Credit Union Centrals. Through Credential Securities, Aviso offers a full suite of investment, insurance and wealth services platforms and services.
Conquest Planning is a leading financial planning software company headquartered in Canada. Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of, hyper-personalized financial plans.
SideDrawer is an easy to use, secure file sharing platform used by Rivers Wealth to securely collect, share, and store sensitive information with clients.
The Canadian Investor Protection Fund ("CIPF") provides limited protection for property held by a member firm on behalf of an eligible client, if the member firm becomes insolvent. Member firms are investment dealers that are members of IIROC. CIPF coverage is custodial in nature - it does not provide protection against any other type of risk or loss. If you have an account with a member firm, and that firm becomes insolvent, CIPF works to ensure any property being held for you by the firm at that time is returned to you within certain limits.
The Canadian Investment Regulartory Organization (“CIRO”) is the national self-regulatory organization that oversees all investment dealers, mutual fund dealers and trading activity on Canada’s debt and equity marketplaces. CIRO is committed to the protection of investors, providing efficient and consistent regulation, and building Canadians’ trust in financial regulation and the people managing their investments. .
