DesignWealth

DesignWealth

Financial Services

Victoria, BC 107 followers

Placing people at the center of their life story - one dream, one plan, one dollar at a time

About us

Traditionally, financial advice consists of selling robust products shifting the focus away from client needs and onto production numbers. Research has shown that people are spending more and saving less than ever before diminishing the ability to effectively use traditional financial planning. DesignWealth bridges the gap between your money habits of today and achieving all that is important to you through teamwork and accountability. I know you might be thinking that there are many other tasks that you must address before your personal goals. As a result, your goals get pushed to tomorrow, and tomorrow, and tomorrow, etc. until it is too late. Studies have shown that 76% of people nearing the end of their life regret not having lived their ideal life. We move forward as a team ensuring that you live a life full of memories – one dream, one plan, one dollar at a time. An initiative of Fernhill Financial

Website
http://www.designwealth.ca
Industry
Financial Services
Company size
2-10 employees
Headquarters
Victoria, BC
Type
Privately Held
Founded
2019

Locations

Employees at DesignWealth

Updates

  • DesignWealth reposted this

    We continue National Volunteer Week by recognizing Board Member Josue Dubon, CFP®, of DesignWealth. He holds a B. Comm from the University of Manitoba and started is career in Winnipeg with Advocis Chapter Leader Melissa Harrell, CFP®️, CHS . Managing two roles (Vice President and Advocacy Chair), Josue proudly represents the members of Advocis, in the community, especially in his volunteer role with the Greater Victoria Chamber of Commerce Josue is committed to Financial Literacy and specializes in the Economic Grower space. Recognizing that the "Under 40" population needs trustworthy advice as much as anyone, he helps people understand the opportunity that $25 a month can have over time and the risks their plans will face. When not building his practice or volunteering in the community, Josue can be found between the goal posts of the nearest pitch sacrificing his body for footy glory!

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  • DesignWealth reposted this

    View organization page for Douglas Magazine Victoria, graphic

    2,029 followers

    Student loans, credit cards, bills, budgets, housing, investments, retirement — as a young professional, you have a lot to think about. We talked to two financial planners — both of whom are young professionals — for their advice for managing your loans and credit cards, figuring out if your rent’s too high, saving for retirement, budgeting, thinking about your finances holistically and long-term life planning: https://loom.ly/sPS_KaM 📷: Jeffrey Bosdet (Josue Dubon of DesignWealth)

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