InvestorCOM is pleased to announce a new partnership with Designed Wealth Management, a Canada-based advisory firm recognized for its highly personalized approach to financial planning and its commitment to principled, client-first advice. Both organizations share a clear belief: when compliance is simple, data-driven, and integrated into everyday workflows, advisors deliver better outcomes with greater confidence.

As Canadian regulators continue raising expectations – through Client Focused Reforms (CFRs), enhanced KYP requirements, and evolving approaches to suitability and product comparison – firms are under pressure to modernize compliance without overwhelming advisors. Designed Wealth Management is meeting this moment by adopting InvestorCOM’s technology suite to ensure transparent, consistent, and well-documented recommendations across its wealth-management processes.

Through this collaboration, Designed Wealth Management will use InvestorCOM’s key platforms – PeerCompare and Compliance Express – to support advisors in evaluating investment products and capturing best-interest evidence in real time. These capabilities help streamline workflows, reduce administrative burden, and provide a defensible audit trail aligned with Canadian regulatory expectations.

By integrating these tools, Designed Wealth Management is reinforcing its commitment to operational excellence and advisor empowerment. Advisors will benefit from intuitive comparisons, automated disclosure workflows, and firm-branded reports that strengthen client trust and elevate the overall planning experience.

“Canadian firms are navigating a more complex regulatory landscape, and forward-thinking organizations are investing in technology that supports both compliance and advisor efficiency,” said Parham Nasseri, President of InvestorCOM. “Designed Wealth Management exemplifies this leadership. We’re excited to partner with a firm that prioritizes honesty, data-driven decisions, and exceptional client outcomes.”

With wealth and retirement decisions becoming increasingly interconnected, this partnership positions Designed Wealth Management to stay ahead of regulatory change while enhancing the value clients receive through evidence-based advice. It also aligns with a broader movement across Canada: firms are turning compliance from a back-office obligation into a strategic advantage.

InvestorCOM is proud to support Designed Wealth Management as they continue to deliver advice that is aligned, defensible, and truly in the best interest of Canadian investors.