Investment Management

Designed Securities Ltd. was founded to offer true independence for advisors, free from the constraints of parent company mandates and proprietary products. Advisors are empowered to act solely in your best interest without any conflicting goals, ensuring transparency. Partnered with Aviso Wealth, one of Canada’s largest independent wealth management firms, Designed Securities provides secure, flexible financial solutions tailored to meet diverse client needs.

Our Investment Philosophy

We focus on a client-centric approach, tailoring strategies to each client’s unique goals, risk tolerance, and financial situation. We emphasize long-term financial planning, maintaining a disciplined approach to avoid emotional decisions driven by market volatility.

Risk management is paramount, achieved through diversification and optimal asset allocation. We focus on value and quality, selecting investments based on thorough research and seeking undervalued assets with growth potential.

Our strategies are tax-efficient, minimizing liabilities and maximizing after-tax returns, and cost-efficient, avoiding unnecessary fees. We remain adaptable to market conditions and client needs, ensuring clear communication and transparency.

Upholding the highest ethical standards, we act with integrity and fiduciary responsibility, always prioritizing our clients’ best interests. This comprehensive philosophy guides our prudent investment decisions to achieve clients’ financial goals while managing risk and building trust.

Maximizing Client Wealth With AI

Personalized Client Focus

Conquest Planning excels in creating highly personalized financial plans that address the unique goals, risk tolerance, and financial situations of individual clients.

It emphasizes goal-based planning, ensuring that every investment decision is aligned with the client’s broader financial objectives, such as retirement, education funding, and legacy planning.

Holistic Financial View

Conquest Planning provides a 360-degree view of a client’s financial life, including income, expenses, assets, liabilities, and future financial needs.

This holistic approach ensures that financial strategies are integrated and comprehensive, addressing all aspects of a client’s financial well-being

Dynamic Adjustments

The Conquest platform allows for continuous adjustments to financial plans in response to changes in a client’s circumstances or market conditions.

Clients receive ongoing, adaptive planning that remains relevant and effective over time.

Strategic and Tactical Asset Allocation

Our proprietary platform provides advanced models for both strategic and tactical asset allocation, optimizing the mix of asset classes to balance risk and return.

These models are based on robust economic and market assumptions, ensuring sound long-term planning and short-term tactical adjustments.

Risk Management and Scenario Analysis

Our platform offers comprehensive risk management tools, including scenario stress testing and Value at Risk (VaR) analysis.

These tools help identify and mitigate potential vulnerabilities in portfolios, providing a proactive approach to risk management.

Proactive Planning and Management

Clients receive proactive and continuous planning and management, with regular reviews and adjustments to keep their financial plans and investment strategies on track

Performance Measurement and Attribution

Our software solution includes detailed performance measurement and attribution tools, helping advisors understand the sources of portfolio returns and the effectiveness of investment strategies.

Regular performance reports and benchmarking ensure that portfolios are on track to meet clients’ goals.

Data Integration and Advanced Analytics

We integrate data from various sources, providing a comprehensive and up-to-date view of market conditions and financial metrics.

Advanced analytics and financial modelling tools support deep investment research and informed decision-making.

Exclusive Growth Portfolio

Bluestar Flagship Fund

Summary Overview

Personal Finance Insights

Preserve Your Family Wealth With A Family Mission Statement

June 3, 2024

The family mission statement may be short or long, one page or many. What is essential is that it be inspirational, achievable, and visionary. It should be clear, non-ambiguous, and written in simple terms. It must be understood by all parties and be easy to remember. You do not need to be exceedingly wealthy to consider drafting a family mission statement. Any family that wishes to perpetuate its vision, define its philanthropic objectives, and preserve its family wealth could benefit from this forward-looking and creative method.

Do you have the path to financial freedom?

Our goal is to help you preserve the wealth you have created, enhance it without taking undue risk and transfer your estate efficiently to your family.

What We Do

The Total Wealth Plan