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The Investment Planning Module of the Kismet Wealth Strategy process focuses on creating the most efficient, risk adjusted portfolios tailored to our clients investment experience, attitudes, objectives, time horizons and risk tolerance. Our holistic assessment goes beyond traditional investment vehicles like stocks, bonds and cash to include alternative asset classes like Real Estate, Private Equity, Gold, and other assets.
Kismet milestones of the Investment Planning Module are:
We’ve tailored our team’s skills to the personal interests of our clients. Tell us where you want to go, and we’ll get you there.
At Kismet Wealth Group, we consider the whole you and offer tailored advice, anytime you need it.
No matter how you’ve gotten to this point, you should enjoy what you have. Leave the rest up to us.
Victor Godinho is registered to provide investment advice and products to clients residing in the province of Ontario. Investment products, including securities, mutual funds and bonds are provided by Designed Securities Ltd.
Kismet Wealth Securities is a trade name of Designed Securities Ltd.. Designed Securities Ltd. is regulated by the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and a Member of the Canadian Investor Protection Fund (ww.cipf.ca). Clients accounts are protected by the Canadian Investor Protection Fund, within specified limits. A brochure describing the nature and limits of coverage is available upon request.
Victor Godinho is a Financial Advisor and is also licensed for the sale of insurance and mortgage products. Victor Godinho is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the services and products discussed. The name of the entity being represented should correspond to the business being conducted. Kismet Wealth Group Corporation and Kismet Wealth Securities of Designed Securities Ltd. is a/are separate legal entities.
Kismet Wealth Securities is an investments trade name of Designed Securities Ltd. Designed Securities Inc is regulated by the Investment Industry Regulatory Organization of Canada (IIROC.ca) and Member of the Canadian Investor Protection Fund (CIPF.ca) Investment products are provided by Designed Securities Ltd and include, but are not limited to, mutual funds, stocks, and bonds. Victor Godinho is registered to provide investment advice and solutions to clients residing in the province of Ontario.
Any advice which may be given in respect of non-securities services is given by Victor Godinho solely and no such advice is given in their capacity as a registrant of Designed Securities Ltd. Canadian Investor Protection Fund (CIPF) coverage is available to IIROC Dealer Members and does not offer protection, within limits, on non-securities products not held by a Member.
Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, Designed Securities Ltd is not providing and does not supervise any of the above noted activities and you should not rely on Designed Securities Ltd for any review of any non-securities services provided by Victor Godinho and Kismet Wealth Group Corporation.
This website is for informational and reference purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
The opinions expressed are those of the author and do not necessarily reflect those of Designed Securities Ltd. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. Content is accurate as of the date of publication, and subject to change without notice.
By accessing links to external websites, you will be leaving this website, and Kismet Wealth Group Corporation and Kismet Wealth Securities of Designed Securities Ltd are not responsible for the information contained on these external websites. Content may not be reproduced or distributed without the consent of Victor Godinho.
We believe every aspect of your wealth is connected. Which is why our model offers clients the whole package, not just a single service.
To give our high-net-worth clients the consideration and services they deserve, we’ve capped our firm at 100 clients. Talk with us to find out if you qualify.
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Important Investment Services Disclosure
Designed Securities Ltd. is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Kismet Wealth Securities, an approved trade name of Designed Securities Ltd. Only investment-related products and services are offered through Designed Securities Ltd/Kismet Wealth Securities and covered by the CIPF. Wealth Management, Financial Planning, Insurance, Mortgage and Bookkeeping services are provided through Kismet Wealth Group Corp. and or related corporations. Kismet Wealth Group Corporation is an independent company separate and distinct from Designed Securities Ltd/Kismet Wealth Securities.
