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The team at STANDUP Advisors /Designed Securities Ltd. helps people set financial goals and meet their targets. Once we have a strong understanding of client needs, we provide customized portfolio management in furtherance of those goals. We are like coaches because we empower clients to make better wealth decisions for reasons that are important to them. Purposeful, informed decisions are a critical part of financial success. Once objectives and parameters (savings rates, etc.) are clear, our clients confidently delegate portfolio management decisions to us as fiduciaries who put client interests first.

Financial advisors write books to share their expertise, build their reputation, and educate a broader audience on managing finances. It’s a way for them to reach more people than they could through one-on-one consultations alone. 

Which financial book have you found most insightful?

    Contact John De Goey



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