Designed Wealth Management

2025 was a year of firsts, big moves, and setting the stage for what’s next at Designed Wealth Management. 1. We closed 2025 with over 40% AUA growth. 100% organic, zero paid acquisition. Proof that an authentic, identity-driven strategy works. 2. Our investment fund manager (IFM) approval with the Ontario Securities Commission. Empowering our portfolio managers to sub-advise and brand their own pooled funds. 3. Designed Wealth USA launched. Expanding our footprint south of the Canadian border. 4. Events like never before. Two open houses, our first compliance + practice management road show (Oshawa and Regina, SK), formalized partner dinners, and our first annual conference in Western Canada (Calgary). 5. The rebrand. We bit the bullet, worked with Good&Ready, listened to advisors, and elevated the floor 100%. 6. Initiated the 100X strategy, because growth isn’t optional. 7. Strengthened leadership. New additions and more experience behind the current team of Gillian Kunza, CPA, FCSI, MBA, Michael Konopaski, CPA, CFP, CIM, PhD, ICD.D, Richard Holland, PMP, Fardan Ali, CIM®, Jessica Smith, CIM®, Shilpa Chopra, CPA and Kevin Mark. 8. Our new partnership with Univeris positioned Designed Wealth Management for scale and future growth. Focused on empowering advisors who build their practice around client name business. 9. Principal Distributor to Golden Opportunities Fund confirmed our commitment to Saskatchewan and Manitoba. Helping channel local capital into regional businesses, driving job creation and economic growth where it matters most. 10. Successfully transitioned to our own dealer code 7985. Streamlining processes and setting the stage for future growth 2026? Bigger impact. Bolder moves. We’re just getting started.

We’d like to congratulate Designed Wealth Management’s Jessica Smith, CIM®, Vice President, Strategic Operations & Growth on being named one of Wealth Professional’s Top 40 Under 40 Rising Stars for 2025. https://lnkd.in/gasWuV7C Those who made this prestigious list were committed to a career and who hold a passion for advancement in the wealth management space. Congratulations Jessica!

★ Adam Schacter is very excited to be starting his own Pooled Portfolios through Designed Wealth Management in 1st Quarter 2026. Starting his own pooled funds will let his clients benefit from lower institutional costs held at scale, and allows him to focus more on actual portfolio management and less on trade administration!!

Our 2025 Annual Conference was a huge success! Every year we see more engagement, more collaboration, new ideas, and great energy! Check out our highlights, and if you missed it, make sure to join us next year!

The entire team at Designed Wealth Management would like to thank everyone attending our 4th annual conference and making it such a success! Your enthusiasm, engagement, and support were the driving force behind this incredible event. Gillian Kunza, CPA, FCSI, MBA, Michael Konopaski, CPA, CFP, CIM, PhD, ICD.D and our entire team would like to offer a heartfelt thank you to to Aviso Correspondent Partners, Canoe Financial, Centurion Asset Management Inc., Fidelity Canada, Mackenzie Investments, BCV Asset Management Inc., Bridgehouse Asset Managers, Dynamic, Skyline Group of Companies, Trez Capital and Vanguard Canada. Your support makes this experience possible and impactful for all of us.

Depth over hype. Authenticity over polish. Thanks Wealth Professional Canada Magazine for profiling our Managing Director Michael Konopaski, CPA, CFP, CIM, PhD, ICD.D. https://lnkd.in/g-QfR4Mp