Scotia iTRADE needed to break out of the traditional wealth marketing mold to win over a younger, more independent investor. We identified an untapped millennial segment, rebuilt the brand narrative around financial self-determination, and launched a culturally relevant influencer-led campaign culminating in a sold-out event and a 25% response rate to a targeted offer. The result? A bold entry into a market their parent brand had never truly reached.

NEI Investments was battling a perception problem, not a performance one. Advisors assumed the funds lagged despite solid returns, simply because the brand hadn’t evolved with the market. We helped NEI reposition itself as both a leader in responsible investing and a credible performer. With sharper messaging, a refocused narrative, and a smarter media strategy, the firm didn’t just rebuild awareness, it rebuilt advisor trust and moved back into the consideration set.

Sales had slowed. Messaging was muddled. And the company’s growth strategy was more guesswork than game plan. We helped this mid-sized B2B financial services firm reset the foundation by repositioning their brand, rebuilding their GTM strategy, and implementing a CRM system with predictive modelling. The result? Near-doubled assets under management, a 50% gain in appointment efficiency, and a brand finally showing up with clarity and consistency across every channel.

Qtrade had the tools, track record, and analyst praise. What they didn’t have was clarity in the market. Years of bottom-funnel digital tactics left them battling brand confusion and stagnant growth especially among seasoned investors who didn’t know why Qtrade was better (or that it wasn’t Questrade). We repositioned the brand, rebuilt the message, and launched a full-funnel campaign that paired efficient digital with strategic real-world placements. The result? Double the conversions, half the spend, and a market that finally got it.