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HomeWealth ManagementUniting forces: bringing on an $800 million companion

Uniting forces: bringing on an $800 million companion

This method is not only about increasing the agency’s footprint; it is a strategic transfer to serve markets which have historically been neglected. “We at the moment are going up in opposition to our very greatest opponents,” Konopaski states, underscoring the agency’s readiness for the problem and to convey top-tier monetary recommendation to areas which were uncared for by different sellers.

The attract of a singular mannequin in a grid-locked trade

Providing a flat-fee, Designed Wealth Administration’s compensation mannequin is a rarity in Canada. For Jordan Snitzler, companion and monetary advisor at Wolfond, the transition to Designed was marked by an distinctive stage of assist and responsiveness, underscoring the agency’s dedication to facilitating a easy and environment friendly changeover for advisors. Snitzler highlights the professionalism, velocity, and problem-solving prowess of the Designed Wealth Administration staff, emphasizing their capacity to adapt processes to satisfy advisors’ distinctive wants with out compromising compliance or effectivity.

“Inside in all probability three weeks of assembly Michael Konopaski at a convention, we had signed the paperwork and simply selected Designed over 4 or 5 different opponents to go to,” says Snitzler.

President and CEO of CH Monetary, Jeremy Clark’s journey to the agency, fueled by a long-standing reference to the Konopaski household and a serendipitous assembly with Michael Konopaski, underscores a shared imaginative and prescient for a distinct type of monetary advisory—one which values flexibility, expertise, and, above all, consumer relationships.

Seamless transition, unparalleled assist

The partnership between Designed Wealth Administration and Wolfond Monetary is constructed on a shared philosophy that prioritizes the pursuits of shoppers above all else. “Most of our opponents establish their goal market as a portfolio supervisor with $200 million. Our goal market is an advisor that places the consumer first in any respect ranges of belongings,” Konopaski emphasizes. This precept guides the agency’s operations, from its expertise selections to its compensation fashions, making certain that advisors can supply the very best service to their shoppers with out the constraints usually imposed by profit-centric enterprise fashions.



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