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Inactive

Shamez Mansur Kassam

Designed Wealth Usa Ltd.

Toronto

Calgary, Ab

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Current Employers
Designed Wealth Usa Ltd.

Toronto • Canada

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-03-27
  • SC RA
    APPROVED
    Since 2026-03-27

Branch Locations

Toronto • Canada

7005 Fairmount Dr Se #5312, Calgary, Ab T2H 0K4 • Canada

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James (Usa) Ltd Calgary, Alberta 12/2013 08/2019
Raymond James Ltd Vancouver 05/2012 08/2019
Northfront Financial Calgary 09/2019 06/2024
Northfront Financial Usa Inc Calgary 09/2019 06/2024
Designed Securities Calgary 07/2024 Present
Designed Wealth Usa Ltd. Toronto 01/2026 Present
Previous Registrations
Other Businesses

1. Insurance Licensed in Canada. Address: 137 Rock Lake Heights NW Calgary, AB T3G 0G3. Sole Proprietor. Role: Insurance Agent. 2 hours per month (none during securities trading hours). Started in July 2024 2. Director of 1933357 AB Inc. Address: 137 Rock Lake Heights NW Calgary, AB T3G 0G3. Role: Director. 5 hours per month (none during securities trading hours). Started in July 2024. Description: Holding Company, focused on online education (online courses - to be launched). Started in 2017

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-23
S63 Uniform Securities Agent State Law Examination 2005-09-26
  • S66 Uniform Combined State Law Examination
    2014-01-23
  • S63 Uniform Securities Agent State Law Examination
    2005-09-26
Designations

View on SEC IAPD

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