A standout digital presence
Everything Financial is Canada’s premier provider of intelligent and transparent wealth management services for all ages and stages of life. Since its founding in 1996, the firm has served as the lifetime CFO for nearly 4,000 clients nationwide, guiding them toward financial success with personalized, expert-driven strategies.
To enhance its digital presence and better connect with clients, Everything Financial partnered with Trait Marketing for a complete website overhaul and strategic digital marketing support. Trait worked closely with Shannon Allison, CEO of Everything Financial, to develop a fully customized, robust website that not only reflects the company’s values and expertise but also sets them apart from the competition. Shannon’s leadership and deep understanding of financial services played a key role in shaping the site’s functionality and messaging, ensuring it aligned seamlessly with the firm’s brand and client needs. The result is a site that not only looks stunning but also empowers Everything Financial to extend its reach and take its business further.
Shannon’s diverse background also contributed uniquely to the project. As a former teacher, real estate agent and professional figure skater, she brings a unique perspective. Coupled with her extensive professional expertise and financial designations, Shannon provided valuable and organized leadership, offering quick responses and effective management to ensure all areas of the project were completed efficiently.
The collaboration between Trait Marketing and Everything Financial didn’t stop with the website. Working closely with Shannon, the Trait team has continued to refine and expand the firm’s digital presence with a strategic social media approach that aligns with the brand’s goals. This ongoing partnership ensures Everything Financial remains a standout leader in the financial services industry, successfully engaging clients across all digital platforms.
Looking for a website that makes your business stand out? Trait is here to help. Contact us today to discover what we can do for you.
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