• Strategic positioning in the Canadian multi-family office and wealth management sector
• Completely custom brand identity and website design to support thought leadership and business development objectives
• Redefined mission statement, company values, approach and service offering to better represent the firm and it’s team members
• New business documentation, systems and templates for enhanced communications and internal efficiency
• Activation of network through social media platforms such as LinkedIn and email
• Enhanced client experience to reinforce the team’s sincere approach

• Email open rates over 50%
• Click-through rates over 20%
• Activated LinkedIn company page
• Thousands of impressions through organic reach
• Happy clients, proud partners, and a connected community

• Digital 360
  • Strategy and Positioning
  • Brand Identity and Toolkit
  • Brand and Website Copywriting
  • Custom Website Design and Development
  • Marketing Strategy
  • Client Experience
  • Digital Publishing
  • Luxury Stationery
• Digital Brand Management 

• Creative Producer: Dayna Elizabeth Hajaly, Teakie.com, Montreal, Quebec
• Brand Identity: Alex Cottles, The Routine Creative, Dallas, Texas
• Copywriting: Carlene Kurdziel, Montreal, Quebec
• Translation: Ubiqus, Montreal, Quebec
• Website Development: Hambly Freeman, Devon, England
• Print Production: Quadriscan, Montreal, Quebec
• Photography: Dariane Sanche, Montreal, Quebec

Altium Wealth Architecture is a Montreal-based multi-family office helping individuals, families, and foundations protect their wealth — and their legacy — for generations to come. Unaffiliated with any bank, financial institution, or product, Altium provides investment management and family office services, as well as an in-house operational platform, allowing them to deliver quality solutions for their clients in a convenient, efficient manner.

After having been acquired by management in 2015, Altium experienced rapid growth and transformation under the helm of the new President and CEO and the team. In 2019 — recognizing the need for a strong online presence, powerful technology, and modern tools —  it was clear that this transformation called for a complete branding and digital overhaul.

Recognizing the need for a redefined digital experience and brand identity that better represented who they are both internally and to clients, partners, and prospects, the team approached Teakie to complete a Digital 360.

Taking the firm’s unique approach into consideration throughout our time together, we created a digital platform that is aesthetically pleasing, highly functional, and practical for both the business and its clients.

We provided a comprehensive solution by taking a deep dive into their business, operations, and strategy to determine an action plan, executed with the collaboration of a global team of talented professionals.

With the foresight to recognize the value of a comprehensive digital strategy, platform, and infrastructure, the firm was able to quickly adopt a modern approach, equipped with the tools and technology and an enhanced brand experience.