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Echelon Wealth Partners

A premium full-service investment bank with insurance, wealth advisors,  capital markets and more serving Canada’s middle market.

about this project

We kicked off the brand refresh and website projects by building out a recruitment website, to assist the Wealth Management teams with an information-rich channel about the firm to potential new investment advisors.


We then used that website as a blueprint for future websites by adding new colours to the existing palette, a clean, UX that features a direct, and straightforward customer journey.


From there, we built the main websites (150+ pages) which had dual language requirements of English and French. We utilized our french translator for updated content and the internal teams for direction.


the results

The internal teams now blog weekly, update content (images, videos, text)  across all websites and easily update deal tombstones and other timely information as needed.


Note, Echelon Wealth Partners merged with PI Financial to form Ventum  Financial in 2024 so the website you are viewing has been unpublished.

The key was to establish an updated brand look-and-feel to use across all websites.