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Our boutique advisory firm helps high-net-worth business owners and professionals get the most out of their investments.
Our services go beyond what banks and cookie cutter firms can offer you.
We have the skills and experience working with high-net-worth clients, and the results to prove it.
Our attention is laser-focused. Nothing gets in the way of our commitment to your desires.
Quarterly Meetings
Monthly Meetings
Includes everything listed in Enterprise Your Wealth tier, plus:
Structure your assets and liabilities optimally. We’ll also help with tax minimization, and the efficient transfer of your estate that lives up to your mission, values and goals.
Our integrated planning services include:
Get tax-efficient preservation and growth of your investment assets. We leverage best-in-class global strategies, strategic asset allocation, rigorous due diligence on managers and their selection, and impact investing.
Our investment management services include:
*all investment services provided by Victor Godinho via Kismet Wealth Securities which is a registered trademark of Designed Securities Ltd.
Understand the potential impact of various risks and events in your life on the capital of your family. We’ll deploy measures to mitigate any potential risks integrating asset protection, and insurance with trust and estate planning.
Our risk management services include:
Foster a common set of values across generations. Make a difference in your community and the world-at-large by leveraging our best practices.
Our strategic philanthropy services include:
Focus on your family and let us deal with the paperwork and other tasks, such as the preparation of tax returns, bookkeeping, and maintaining critical documentation.
Our family administration services include:
By treating your personal finance like a business, we leverage our skills and technology to build systems and processes to secure your family’s legacy. Here are some of the benefits that our clients experience with the enterprise wealth management model.
After our initial consult, we’ll establish and define our relationship with you.
We take the time to get to know your goals, then we evaluate your financial status to make sure we’re the right fit.
Enjoy a sit down with us as we provide essential recommendations and alternatives.
We’ll implement the agreed-upon recommendations, and monitor every aspect during ongoing management.
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.
