ModernAdvisor

Client: A Toronto-based digital investment platform and part of a leading multi-dimensional wealth management firm.
Role: Brand and collateral designer leading the brand refresh and marketing system development.
Challenge: ModernAdvisor needed to communicate its mission of “Investing, simplified” with clarity and trust, aligning brand visuals with a human-centric fintech experience.
Key Solution: Developed clean, digestible marketing collateral and a cohesive visual system that emphasized transparency, approachability, and professional credibility across print and digital channels.
Outcome: The updated brand strengthened advisor communications, improved client engagement, and reinforced ModernAdvisor’s position as a modern, trustworthy fintech platform.

Let’s work together to create a cohesive set of marketing materials across all platforms. Reach out today for more information.