The Mission

Richard Ingram of Ingram Investing wanted his marketing tools updated to better reflect his unique licensing as a "Private Investment Manager" within RBC Dominion Securities and within the geographical region served by Ingram Investing. As well, RBC Dominion Securities generally do not allow independent websites and had just recently changed all their branding guidelines.

The Method

First, study and understand the new RBC branding guidelines with a view to designing all current and new marketing tools for Ingram Investing within those constraints. Second, evaluate current Ingram Investing marketing tools with a view to prioritizing the design and production work for print, the web and for video. Third, ensure all marketing tools included a description of the full range of Ingram Investing's services and products, especially, those of a Private Investment Manager.

The Result

The new marketing tools now conform to RBC Dominion Securities' strict branding guidelines and reflect the professionalism of Ingram Investing. Further, the work having been completed over a period of several months made the entire project affordable to Ingram Investing both in terms of time and money.