Our Why

We’ve always been interested in helping individuals become better versions of themselves and we felt the best way to do that was to work in the financial services industry. We were frustrated by the fact that so many individuals wanted to start working towards their dreams, but felt like they weren’t ready or didn’t have the assets that are usually required by financial institutions to become their clients. We started this process because we believe everyone deserves access to advice. We also believe that people are best served when everyone has something at stake and a common purpose. Out of this necessity, DesignWealth was born.

Jared
Webb
Wealth Mentor

Jared Webb is one of the founding members of DesignWealth. A Certified Financial Planner (CFP) with over 14 years of experience, Jared brings a vast array of experiences and skillsets to help clients and the community. Jared’s passion for raising expectations when it comes to financial advice is surpassed only by his love for his family. Jared is married with 4 kids, a dog and 2 fish. He has a mortgage, works full-time and attends virtually all of his family’s extracurricular activities. He also believes in supporting the community through his involvement in the Victoria Chamber of Commerce, Prodigy Group, Junior Achievement, Futurepreneur and Advocis.
Have a conversation with Jared.
Josue
Dubon
Wealth Mentor

Originally from Winnipeg, Josue enjoys helping individuals realize the best version of themselves. He was frustrated that while so many millennials wanted to pursue their dreams, there was a disconnect between their lifestyle and traditional wealth management. He knew more was needed and aided in the birth of DesignWealth. Josue is a Certified Financial Planner (CFP), B.Comm.(Hons) graduate, and studied finance at NEOMA Business School in France. Josue believes in building his community by engaging with Advocis, Junior Achievement, and The Prodigy Group. For Josue, a wealthy life includes soccer, eating spicy food, and travelling – 21 countries and counting!
Have a conversation with Josue
Tammi
Walsh
Office Manager

Tammi originated from Manchester, England where she attained her BTEC National Diploma in Business, Travel & Tourism. In 1996, Tammi & her husband, Jeremy, decided to leave England. They spent 6 years in Los Angeles CA, before making their way up the coast to BC, at which time, Tammi joined Fernhill Financial Corporation. Jeremy’s career has taken them to Vancouver & Los Angeles, but today’s technology has enabled her to keep in close contact with everyone when away from the office. Since 2006, she has been a Licensed Assistant, earned her Branch Manager Designation, completed the Level I Tax Course, served as an Industry Representative for the Mutual Fund Dealers Association of Canada (MFDA) and is a member of Advocis. In her spare time, Tammi enjoys being with Jeremy, her menagerie of animals, reading & cruising.
Samantha
Patterson
Administration

After studying all over North America and Europe, Sam has returned to Vancouver Island because she truly believes it is the best place to live in the world.  She completed her Bachelors at the University of British Columbia, and her Masters in Economic History at the University of Manchester in the UK.  Sam started her career in the legal world, but has recently switched to wealth management and financial administration.  When she’s not organizing our wealth mentors, you can find her hiking, surfing, or camping.
We’re making wealth affordable
See our Fee Structure