Evan Warsh
Portfolio Management Supervisor at Designed Wealth Management | Toronto, Ontario, Canada
Evan Warsh’s Email & Phone Number
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Portfolio Management Supervisor at Designed Wealth Management in June 2023 - Present
Private Wealth at Gravitas Securities Inc. in March 2021 - June 2023
Portfolio Manager at Lorne Steinberg Wealth Management, Inc. in September 2019 - June 2020
Portfolio Manager at Foster & Associates Financial Services Inc. in May 2015 - September 2019
Investment Advisor at Foster & Associates Financial Services Inc. in August 2011 - May 2015
Head Trader at Foster & Associates Financial Services Inc. in April 2012 - July 2014
Project Coordinator at Lanterra Developments in June 2009 - May 2010
Canoe Tripper at Camp White Pine in January 2005 - January 2008
Canadian Securities Institute, CSC, CPH, DFOL, FLC, WME, CIM, January 2011
Design. The process of creating a financial plan or investment portfolio. Designed. Planned for a specific purpose. Transparent and unique. Creating the optimum advisor experience for advisors and their clients. We are focused on ensuring advisors can serve their clients without conflicting goals and pressures. We work closely with advisors and portfolio managers to address their top priorities in serving their clients’ needs and provide meaningful insights into practice management. We are designed to support an advisors’ growing practice to help them provide the best advice and service to their clients. With strong core values, and committed staff, we seek excellence in serving the Canadian marketplace.
Discover more about Designed Wealth Management
Co-Founder & CEO at Designed Securities Ltd., an independent dual registered dealer that is focused on customizing the advisor experience.
Co-Founder & Chief Executive Officer (CIRO) at Designed Wealth Management
(May 2021 – Present)
Senior Investment Advisor at Designed Wealth Management.
Senior Investment Advisor at iA Private Wealth
(April 2021 – Present)
Financial Operations Associate Designed Wealth Management
Operations Associate at Designed Wealth Management
(January 2023 – Present)
Investment Advisor
Investment Advisor at Designed Wealth Management
(December 2023 – Present)
Financial Advisor - Slater Wealth Management
Financial Security Advisor at Freedom 55 Financial
(Present)
Virtual Infrastructure & Data Engineer
Online Data Analyst at TELUS International
(August 2023 – Present)
What is Evan Warsh email address?
Email Evan Warsh at [email protected] and [email protected]. This email is the most updated Evan Warsh's email found in 2026.
What is Evan Warsh phone number?
Evan Warsh phone number is 416 303 0312.
How to contact Evan Warsh?
To contact Evan Warsh send an email to [email protected] or [email protected]. If you want to call Evan Warsh try calling on 416 303 0312.
What company does Evan Warsh work for?
Evan Warsh works for Designed Wealth Management.
What is Evan Warsh's role at Designed Wealth Management?
Evan Warsh is Portfolio Management Supervisor
What industry does Evan Warsh work in?
Evan Warsh works in the Investment Management industry.
