Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
As CEO of Designed Wealth Management, Canada’s fastest organically growing, dual registered dealer, Gillian Kunza is recognized as a leader with strong strategic instincts and who brings a creative and fresh approach to the “client and advisor first” mindset.
With over 15 years of industry experience as a CEO, CCO, CFO, and UDP, Kunza has seen the challenges faced by advisors, dealer head offices, and staff. That is why she is committed to bringing innovative and well-rounded solutions to the forefront.
Her background as a Chartered Professional Accountant aligns with an inclusive leadership style, ensuring that her clients and their advisors have the right tools and resources in place to pursue their financial well-being.
Kunza works collaboratively with advisors and industry peers to pursue modernization in the wealth management industry and is an advocate of gender representation in senior leadership roles.
She holds an MBA from the Rotman School of Management, as well as Chartered Investment Manager and Fellow of CSI designations. She currently sits on the CPA Ontario Council as a council member-at-large; serves on CIRO’s Ontario Regional Council; and is the vice chair of CIRO’s Conduct, Compliance and Legal Advisory Section committee.
Outside of the industry, she performs and produces music ranging from opera, to country, to dance.
55 York Street, Suite 1201, Toronto, ON, M5J 1R7
704 482 7646
gkunza@designedsecurities.ca
ca.linkedin.com/in/gkunza
designedwealthmanagement.ca
Gillian Kunza
Chief Executive Officer
Designed Securities
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2010
2012–2020
2021
2023
2024
Achieved CMA designation, followed by CPA designation in 2012
2010
Held various roles such as Vice President of Finance and Chief Compliance Officer at Aligned Capital Partners
2012–
2020
Co-founded Designed Wealth Management investment dealer
2021
Led Designed Wealth Management to become Canada’s first dual-registered dealer
Recognized as WPC Top 50 Leading Women in Wealth
2023
Earned her MBA from the University of Toronto’s Rotman School of Management
2024
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Milestones
ELITE WOMEN 2024 JUDGE