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We are a wealth management team of several advisors and assistants that run our business through a dealer (Mandeville Private Client Inc.) but operate independently out of an old historic home we just purchased locally. We service all of the investment and financial planning needs of our retail clients including portfolio construction and ongoing management, tax and estate issues. We deal with clients both locally and across Canada. Our primary target audience is families and businesses with minimum investible assets of $1M.
De quelle industrie votre entreprise est-elle la plus proche?
Comptabilité et finance
Quels couleurs souhaitez-vous associer à votre design?
D'autres exigences de couleur
Looking for pretty basic colours and had thought really just black outline and writing, but wouldn't limit it to that only.
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Inspiration de design
The building we just purchased for our new office is called the Shaver House and was built in 1835 by Philip Shaver of Ancaster. It operated for many years in the 80's and 90's as a local upscale restaurant. As mentioned we run our business through our dealer which is Mandeville Private Client Inc. They have an established brand and logo already (http://www.mandevilleinc.com). We are trying to co-brand our team in Ancaster by incorporating the house we now occupy. We are trying to give our overall process an identity that symbolizes how we navigate clients through their journey addressing their many critical life events so that they can look to the future with anticipation rather than apprehension. Our process isn't promissory around short-term performance, it's a promise of a client experience - in other words - what it means to be our client for a lifetime and then into multi-generations. We call that 'The Heritage Formula' and we thought using an image of the house as the focal point would imply elements of that and invoke the sense that our methods have stood the test of time, we're well established and will be around for generations to come etc. etc. To see a few different shots of the building itself Google 'Bella of Ancaster' or go to https://www.google.ca/maps/uv?hl=en&pb=
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