Stephanie Stewart Email
Associate Portfolio Manager . Designed Wealth Management
Toronto, ON
Locations*******@designedsecurities.ca
Primary EmailHow to contact Stephanie Stewart
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Employees:
121Revenue:
$25.4MAbout
Design. The process of creating a financial plan or investment portfolio. Designed. Planned for a specific purpose. Transparent and unique. Creating the optimum advisor experience for advisors and their clients. \n\nWe are focused on ensuring advisors can serve their clients without conflicting goals and pressures. We work closely with advisors and portfolio managers to address their top priorities in serving their clients’ needs and provide meaningful insights into practice management. We are designed to support an advisors’ growing practice to help them provide the best advice and service to their clients. With strong core values, and committed staff, we seek excellence in serving the Canadian marketplace.Designed Wealth Management Address
Toronto, ON
CAN