Gillian Kunza
Co-Founder & Chief Executive Officer (CIRO) at Designed Wealth Management | Toronto, Ontario, Canada
- In role
- 4y 11m
- At Designed Wealth…
- 4y 11m
- Total exp.
- 16y 2m
- Job change risk
- Low
- Seniority tier
- C-Suite / Owner
- Data Confidence
- 90%
Designed Wealth Management May 2021 – Present · 4y 11m
- Co-Founder & Chief Executive Officer (CIRO)
Aligned Capital Partners Inc. Jul 2012 – Nov 2020 · 8y 5m
- Chief Compliance Officer & Head of Business Integrity Nov 2019 – Nov 2020 · 1y 1m Promoted
- VP Financial Operations May 2018 – Nov 2019 · 1y 7m
- Vice President Finance Jul 2014 – May 2018 · 3y 11m Promoted
- Finance Manager Jul 2012 – Jun 2014 · 2y
Inclusive Accounting Professional Corporation Sep 2009 – May 2018 · 8y 9m
- Accounting Manager
- Seniority tier
- C-Suite / Owner
- Budget influence
-
High
Chief Executive Officer and co-founder with ultimate purchasing authority.
University of Toronto - Rotman School of Management, Master of Business Administration - MBA
Trent University, BBA
CPA Ontario, Chartered Professional Accountant
Certifications & honors
Top 40 Under 40 Rising Stars · Wealth Professional · Oct 2024
Leading Woman in Wealth · Wealth Professional · Nov 2023
Chartered Investment Manager · Canadian Securities Institute · Jan 2021
Certificate in Investment Dealer Compliance · Canadian Securities Institute (CSI) · Nov 2019
Chief Financial Officers Qualifying Exam · Canadian Securities Institute · Jan 2019
Six Sigma Green Belt · McMaster University Continuing Education · Jan 2019
Fellow of CSI · Canadian Securities Institute · Jan 2017
Wealth Management Essentials · Canadian Securities Institute (CSI) · Aug 2013
Chartered Professional Accountant · CPA Ontario · May 2012
Partners, Directors and Senior Officers Course · Canadian Securities Institute (CSI) · Sep 2011
Canadian Securities Course · Canadian Securities Institute (CSI) · Aug 2010
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)
Designed Wealth Management
Portfolio Management Supervisor at Designed Wealth Management
(June 2023 – Present)
What is Gillian Kunza email address?
Email Gillian Kunza at [email protected]. This email is the most updated Gillian Kunza's email found in 2026.
What is Gillian Kunza phone number?
Gillian Kunza phone number is +17057430226.
How to contact Gillian Kunza?
To contact Gillian Kunza send an email to [email protected]. If you want to call Gillian Kunza try calling on +17057430226.
What company does Gillian Kunza work for?
Gillian Kunza works for Designed Wealth Management.
What is Gillian Kunza's role at Designed Wealth Management?
Gillian Kunza is Co-Founder & Chief Executive Officer (CIRO)
What industry does Gillian Kunza work in?
Gillian Kunza works in the Financial Services industry.
