Designed Securities Ltd. is an introducing broker with we have chosen as our partner. Designed Securities Ltd. helps us facilitate our advisors in providing you with financial advice that may include, wealth planning strategies, tax, trust and estate planning, and portfolio design, implementation, monitoring and review.
Aviso Correspondent Partners is the carrying broker of Designed Securities Ltd., which provides Designed and our Advisors with a full range of administration, trading and reporting solutions, as well as quality tools and resources. Aviso is the overarching business name, which houses Credential QTrade Securities Inc. Aviso and Credential can be thought of synonymously, and you may see either name referred to on documents.
Mako Fintech is the platform on which your account documents are created by your advisor, securely delivered to you for review and signing, and subsequently delivered to Designed for review and account opening.