- Strategic Planning/Message Development
- Roadshows; Pre/Post IPO Programs
- Copywriting & Speechwriting
- IR Websites
- Annual & Quarterly Reports
- News Releases
- Corporate Brochures
- Strategic Planning/Messaging Development
- Websites, E-Toolkits, Broadcast Emails
- Corporate Videos
- Corporate Brochures/Fact Sheets
- Brand Architecture/Corporate Identity
- Turn-Key Events
- Identifying Target Audiences
- Independent Interviews
- Key Findings
- Analysis & Summary
- Needs Assessment
- Objectives (Measurable)
- Messaging & Strategy
- Roll Out Tactics and Timeline
- Target Audiences
- Communications Objectives
- Comprehensive Plan
- Copywriting & Design
- Media Buying
- Creative Development
- Promotion & Profile-Building
- Turnkey Event Production & Logistics
- Video & Computer Visuals
- Process Management
- Local and/or Industry-Specific Idioms
- Multilingual & International Considerations
Since 1998 our work has reduced the cost of capital for corporations, helped investment firms raise hundreds of millions in assets under management, elevated the profile of financial executives and created memorable identities for clients across the spectrum.
- Acorn Global Investments
- Altus Group Limited
- ARGUS Software
- Aston Hill Financial
- BMO Global Asset Management
- BMO Nesbitt Burns
- Business Development Bank of Canada
- CHIP REIT
- Canadian Wheat Board
- Carfinco Financial Group
- Equinox Fund Management
- GE Capital
- GMP Investment Management
- Mackenzie Financial Corporation
- Parkinson’s Society Canada
- RBC Financial Group
- Russell Investments Canada
- Scotia McLeod
- Tricycle Asset Management
- TrizecHahn Corporation
- Vincor International Inc.
Awards and Distinctions
- 2012 MarCom Awards, Annual Report/Corporation
- 2012 MarCom Awards, Annual Report/Non-Profit
- 2012 Horizon Interactive Awards, Web Bank/Finance
Tricycle Asset Management
Futures Paradox: Tricycle Asset Management
How do you grow a business no one understands? Strategically?
To market THE Canadian pioneer in Managed Futures, first we had to sell a new concept.
We streamlined a complicated story. Developed messaging that resonated with thousands of independent financial advisors. Then told it over and over again, enhanced by compelling creative – print, audio, video, web, email campaigns, and a turn-key 21-city roadshow.
The Result: Zero to a Billion in assets.
What Else We Do for Tricycle: Brand Development, Advertising, Sales & Marketing Tools
Equinox Fund Management
THE ULTIMATE COMPLEMENT: Equinox Fund Management
What’s the key to developing a respected brand – after the fact? Innovation.
After launching one ground-breaking Fund in the U.S., our task was to develop an overriding brand identity – and then launch MULTIPLE funds under a new banner.
We created a comprehensive communications plan. Executed creative to chart a path for growth. Cut through the noise in a rigid U.S. regulatory environment. And have delivered Broker/Dealer/Investor materials online and in print, since 2006, with high-touch service.
The Result: $300M to $1.5 Billion in assets – and growing.
What Else We Do for Equinox: Email Campaigns, Conference Calls, Fund Launches
RBC Financial Group
BANKING ON INTEGRITY: RBC Financial Group
How do you SHOW core values? Through creative concepts THAT DELIVER.
First we had to weave a common thread through broad themes that advance RBC’s community initiatives. We had to use text carefully – and sparingly – given the medium (advertising).
We had to reach out to all Canadians. Stay on brand. And tie creative to business objectives.
The Result: a bilingual campaign with inherent integrity.
What Else We Did for RBC: Diversity, Health and Inclusivity Advertising
Altus Group Limited
STREET SMART. WORLD WISE: Altus Group Limited
What’s in a tagline? For a global Real Estate Consulting market leader – everything.
Our mandate was to create brand identity – and capture the momentum of growing market share – by communicating scope, international stature, depth, expertise and local insight.
And we did.
The Result: An enduring tagline that helped to shape an identity.
What Else We Do for Altus: Award-winning B2B/Corporate, Investor and Internal Communications
BUILT TO CAST: DP Cast
How do you grow a seemingly mature business? By addressing misperceptions internally and externally.
To fully understand positive, negative and misperceptions about this Canadian producer of premium metal cast parts, we recently conducted a candid client survey on their behalf.
Key findings have not only helped to shape messaging, the intel is influencing business decisions, objectives – and the communication flowing back and forth between DP Cast, and its B2B and direct customer base.
The Result: The audit is the foundation of a strategic plan we’ve helped to create in order to build a successful brand.
ROOMS TO GROW: CHIP REIT
When is losing a client a good thing? When you help make it happen.
Our relationship with Canadian Hotel Income Properties (CHIP) REIT began at the IPO and culminated with a lucrative privatization for its investors.
We created all investor communication from the ground up. We were hands-on through leadership changes. And a thwarted hostile takeover attempt. We were instrumental in helping them overcome misperceptions about the quality of their properties and their potential for accretive growth.
The Result: They were acquired and taken private at a significant premium.
What Else We Did for CHIP: Crisis Management, Media Relations, Roadshows