An impactful website to strengthen the client experience
Chronicle Wealth is a Toronto-based independent wealth counsel firm specializing in providing integrated financial planning, investment management, tax optimization, and estate planning services. With over $800 million in assets under management and a 99%+ client retention rate, they are committed to building trust over generations.
- Industry
Finance
- DeliverablesWebsite DesignWebsite StrategyCopywriting

Challenges:
Working with the team, we put together everything a startup needs from a branding and marketing perspective to help them accelerate their business development efforts.
Impact:
- Website that strengthens client experience and builds trust
- Cohesive & consistent brand representation
- Clear value proposition and legacy focused website copy
- Visual and compelling differentiation from competition
- Design & development that will stand the test of time
Clean & Strong Design
As an independent wealth counsel firm for successful families, it was important for Chronicle Wealth to have a website look and feel that resonated with their clients, spoke to their needs and instilled a sense of comfort and confidence.
We were able to accomplish this with a clean, strong and focused website design.


Custom Graphic Elements
To maintain brand consistency, we designed custom graphic elements seen throughout the website.
Creative Direction
To stay true to the newly developed Chronicle brand, we also provided creative direction for team photography and sources the right photographer for the Chronicle team.


