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Toronto • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aligned Capital Partners | Burlington | 07/1995 | 10/2020 | |
| Designed Securities Ltd. | Toronto | 11/2020 | Present | |
| Designed Wealth Usa Ltd. | Toronto | 12/2021 | Present | |
| Designed Wealth Usa Ltd. | Toronto | 07/2025 | Present | |
| Inclusive Insurance Ltd. | Peterborough | 07/2000 | Present |
1) Designed Securities Ltd., Investment-related, 55 York Street, Suite 802, Toronto, Ontario, M5J 1R7, Investment & Mutual Fund Dealer, CFO, 9/2021 - Present, 120 hours/month all during trading hours, Ensures the firm complies with all financial regulatory requirements, including capital adequacy, financial reporting, and risk management. Oversee the accuracy of financial statements, supervise accounting staff, and monitor early warning indicators that could signal financial distress 2) Inclusive Insurance Ltd., Investment-related, 521 George Street North, Peterborough, Ontario, Canada, K9H 3S1, Insurance Firm, CEO/ Director/ Shareholder, 7/2000 - Present, 0 hours/month, Company Inactive 3) Inclusive Accounting Professional Corporation, Not Investment-related, 521 George Street North, Peterborough, Ontario, Canada, K9H 3S1, Accounting Firm, CPA, CEO/ Director/ Shareholder, 7/2008 - Present, Under 2 Hours/month/trading hours, Company in process of sale/Not currently practicing CPA 4) Inclusive Law, Not Investment-related, 521 George Street North, Peterborough, Ontario, Canada, K9H 3S1, Law Firm, Partner, 6/2014 - Present, Under 2 hours/month/trading hours, Silent Partner 5) Inclusive Holdings, Ltd., Investment-Related, 521 George Street North, Peterborough, Ontario, Canada, K9H 3S1, Holding Company, CEO/Sole-Shareholder, 9/2021, 1 hour/month, 0 hours/month during trading hours, Administrative duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-06 |
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