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Toronto • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-13 |
| SC | RA | APPROVED | 2025-11-03 |
Branch Locations
371 St Margarets Bay Rd, Halifax B3N 1J8 • Canada
Toronto • Canada
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Designed Wealth Usa Ltd. | Toronto | 10/2025 | Present | |
| Eastport Financial Group Inc | Halifax | 10/2021 | Present | |
| Eastport Financial Group Inc | Halifax | 04/2020 | 09/2021 | |
| Maitland Group | Halifax | 07/2019 | 03/2020 | |
| Maitland Group | Halifax | 04/2017 | 06/2019 | |
| Maitland Group | Cape Town | 10/2015 | 03/2017 | |
| Designed Securities Ltd. | Toronto | 05/2025 | Present |
1) 4/2020; Eastport Financial Group Inc; Investment-Related; 371 St Margarets Bay Rd, Halifax, NS, B3N 1J8; Financial Planning Services; Chief Investment Officer/Partner; 120 hours/month (all during trading hours); Manage the Investment of Firm Assets 2) 6/2020; Independent Insurance Agent; Investment-Related; Nova Scotia, Canada; Life Insurance, Critical Illness Insurance, Disabilities Insurance 3) 5/2025; Designed Securities Ltd.; Investment-Related; 55 York Street, Suite 802, Toronto, Ontario, M5J 1R7; Investment & Mutual Fund Dealer; Agent; Approx # of hours/month; # of hours/month during trading hours
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