Services

Discretionary Portfolio Management

As an independent fiduciary, we constantly evaluate the entire universe of securities and are unbound by external pressures or opinions. Your investment objectives, risk tolerance, and time horizon are key factors in helping determine the right model portfolio for you.

Our Model Portfolios include individual securities, mutual funds, exchange-traded funds, fixed income, and alternative products. We steer clear of day trading and only invest in what we thoroughly understand. Our disciplined strategy prioritizes capital preservation, growth, tax efficiency, and liquidity. We design model portfolios that are simple, effective, and consistently deliver results.

Insurance Planning

Insurance is an essential part of any comprehensive financial plan. We protect you and your loved ones from unforeseen risks with tailored personal and business solutions including but not limited to:

Whole Life, Universal Life, and Term life insurance
Disability income protection
Critical illness insurance
Long-term care insurance
Life and insured annuities
Segregated funds
Group benefits
Business Insurance

*Insurance solutions are offered through Activate Insurance Planning Inc. Activate Insurance Planning Inc. is an independent and separate company from Designed Securities Ltd. Only services offered through Designed Securities Ltd. are covered by the Canadian Investor Protection Fund.

Retirement Planning

Retirement planning goes beyond just contributing to your RRSP or group pension plan. It’s about envisioning how you would like to live during this next phase of your life. We will help you craft a personalized plan that helps you achieve your retirement goals.

Estate Planning

Ensure your legacy benefits your loved ones without leaving them with burdens. We focus on maximizing inter-generational wealth transfer through tax-efficient strategies to your family and chosen charities.

Education Planning

Whether you’re currently pursuing higher education or funding a child’s future, we can help you optimize your contributions, maximize government grants, and minimize tax impacts.

Optimizing Cash Flow

Being fiscally responsible is the foundation for growing and protecting your wealth. We believe in building up our clients’ financial confidence and independence through behavioural coaching and education.

We will coach you into implementing a strategy with the right balance of savings and debt repayment. We can also help connect you to the right expert depending on your accounting and borrowing needs.

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