Growing Your Wealth Your Way
We are an independent investment service. The investment decisions we develop with you are tied to your financial life plan, not to any directive or incentive to promote specific products. We assist you to design a portfolio that aligns with your objectives and risk profile.
Strategic Investment Planning
Your investment strategy provides investment options that align with your vision for your future, your values, comfort with risk, and the asset allocation determined in your financial life plan that makes it all work.
We build custom portfolios that align with your investment objectives, using a robust suite of securities products including:
- GICs
- Bonds
- Mutual Funds
- ETFs
- Stocks
- Private Equity & Credit
NEWS & UPDATES
News
Industry Updates
Market Update
Last Week in the Markets – August 11 – 15, 2025
The TSX, S&P 500, and NASDAQ reached record highs, while the Dow is just 0.2% below its all-time high. The economic news was mixed, but the overall positive sentiment was driven by forecasts of US monetary policy.
Last Month in the Markets – July 1 – 31, 2025
Equity indexes had a strong month. The TSX, S&P 500, and NASDAQ reached new all-time highs several times. The Dow nearly achieved the same feat.
April 28, 2025 – Beware of ‘Finfluencers’
Finfluencers are social media personalities who provide financial advice. On April 28, 2025, the Alberta Securities Commission (ASC) found that James Domenic Floreani, operating through the company Jayconomics Inc., breached the Securities Act (Alberta).
Understanding Our New Dealer Relationship – Designed Securities Ltd.
As of January 2, 2025, we transitioned to a different investment dealer, Designed Securities Ltd. (DSL). The relationship between the firms responsible for providing you with investment services can be confusing. Let’s clarify how the service works.
March 31, 2025 – Designed Securities Ltd. Becomes New Agent for Golden Opportunities
Designed Securities Ltd. (DSL) has succeeded Wellington-Altus Private Wealth Inc. as the agent and principal distributor for the Manitoba/Saskatchewan labour-sponsored fund, Golden Opportunities, effective April 1, 2025.
March 19, 2025 – 67% of Canadian Companies Can Handle the Trade War for a Year or More
KPMG released a report with the results of a survey of 602 Canadian business leaders. The trade war will most impact 51% of respondents in industrial manufacturing and the energy and natural resources industries.