Moraine Wealth Advisory is a fee-based private wealth management firm based in Calgary, Alberta that offers integrated financial planning. Led by Sean Wilson, Moraine Wealth is committed to continually finding ways to create value for their clients.
We began the brand design process with a strategy meeting with Sean to dive deeper into Moraine’s target audience, style preference and tone Moraine Wealth was hoping to achieve. After brainstorming as a team and completing some visual research, we then presented Sean with a brand identity concept.
Only a few minor tweaks were requested to the initial design concept and the Moraine Wealth brand was born! After finalizing brand elements including logo, icon, business cards, PowerPoint template and letterhead, we moved onto designing their website, and setting up their social media and email marketing accounts.
We are continuing to work with Moraine Wealth Advisory as their outsourced, in-house marketing team on projects including social media management, content creation, graphic design, lead generation, online advertising, email marketing, SEO and more.