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CLARET ASSET MANAGEMENT

YEAR: 2020 - present

SECTOR: Finance

LOCATION: Quebec, Canada

LINKS:

claret.ca


 

OVERVIEW

Claret Asset Management is a financial asset management firm based out of Montreal, QC, with an office in Toronto, Ontario. They manage $2 billion in assets for their 1000+ clients, many of whom are bilingual or French-speaking.

 

STRATEGY DEVELOPMENT

During the research phase, we discovered new potential audience segments and developed a content strategy that would reach them on the right platforms - YouTube, LinkedIn and Twitter. 

VIDEO PRODUCTION

Showcasing the new generation of portfolio managers, we launched two YouTube channels, (one in French, one in English), tackling your burning questions about wealth management, investing tips. 

NEWSLETTER & ARTICLES
Newsletters sent to clients and prospective clients offering the latest insights, and custom design. 

 

BLOGS & SEO

We created and editorial calendar around important financial trends and dates, publishing articles regularly on the website and embedding our YouTube videos, as well as custom infographics. Authoritative, informative and SEO-optimized articles range from investment tips ("5 Easy Ways to Diversify Your Portfolio") and money management advice 

to trending topics ("How do Robinhood, WealthSimple and other free-trading apps make money?" In under 6 months, we doubled search traffic by the site, beating Wikipedia and Investopedia for terms like "asset allocation strategy" and "investment income tax." 

GRAPHICS & MEDIA

We gave the Claret brand a "social makeover" in order to make the traditional brand translate online. Distinct brand guidelines for social media and the website - which were still true to the traditional branding -  included custom iconography, a custom illustration style, and an updated, expanded colour palette. 

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