Caldwell Wealth & Estate Advisory Ltd.

Caldwell Wealth & Estate Advisory Ltd. is a boutique financial services company. In 2011, the company went through a rigourous branding process under the direction of Bonhomme Design Studio (now 1dea), which lead to the development of a unique logo with associated fonts and brand colours.

The website was created to reflect both the newly minted brand look, along with the company culture of deeply caring for the needs of their clients. Through research and consultation, CarricDesign delivered the site on time and on budget.

Strong use of SEO best practices have lead the site to steadily improve in search engine result pages for keywords and keyword phrases that are related to the market in which the members of Caldwell Wealth & Estate advisory want to work.

Since the initial creation, CarricDesign continues to be involved in reviewing the website regularly and making updates as needed.

UPDATE August 2015: Caldwell Advisory engaged CarricDesign in the summer of 2015 to convert their HTML site to a WordPress site.

What We Did For Them

• Build a website to support brand look/assets while communicating corporate culture
• Online form to request appointment with automatic feedback to site user
• Implement the use of online analytic tools
• Onsite consultation with client