WealthCo. Logo

 

WealthCo. Fav Icon 

 

WealthCo. WealthPoint Logo

 

WealthCo. Integrated Advisory pbw Logo

 

WealthCo. Departmental Logo(s)

 

Branding & Identity  .  WealthCo. Corporate Colour(s)

HEX

092643

RGB

9 / 38 / 67

HEX

AD3300

RGB

173 / 51 / 0

HEX

8FA84A

RGB

111 / 185 / 217

HEX

D36905

RGB

211 / 105 / 5

HEX

43867D

RGB

67 / 134 / 125

HEX

F8A120

RGB

248 / 161 / 32

HEX

B4D1C5

RGB

180 / 209 / 197

HEX

F8D684

RGB

248 / 214 / 132

HEX

B0CBD2

RGB

176 / 203 / 210

HEX

C5B697

RGB

197 / 182 / 151

HEX

EEC12A

RGB

238 / 193 / 42

HEX

28677E

RGB

40 / 103 / 126

HEX

E0D4BE

RGB

224 / 212 / 190

HEX

959294

RGB

149 / 146 / 148

HEX

B8A384

RGB

184 / 163 / 132

HEX

534F52

RGB

83 / 79 / 82

 

Branding & Identity  .  WealthCo. Corporate Typography

PREFERRED TYPEFACE  .  AVENIR LIGHT - REGULAR (regular)

ALIGNMENT - All use of alignments is acceptable within context of material design

HEADLINES & SUBHEADS - Mixed and all-caps acceptable for WealthCo brand typeface

CONTENT BODY - Sentence case

LEGAL / DISCLAIMERS - Sentence case

ITALICS - Do not use

BOLD - Mixed weight preferred for WealthCo. brand typeface - WealthCo. // WEALTHCO

SECONDARY TYPEFACE  .  CALIBRI - REGULAR (regular)

ALIGNMENT - All use of alignments is acceptable within context of material design

HEADLINES & SUBHEADS - Mixed and all-caps acceptable for WealthCo brand typeface

CONTENT BODY - Sentence case

LEGAL / DISCLAIMERS - Sentence case

ITALICS - Do not use

BOLD - Mixed weight preferred for WealthCo. brand typeface - WealthCo. // WEALTHCO

 

Branding & Identity  .  WealthCo. Corporate Imagery

All images presented have been approved for usage in general messaging and in the creation of any externally-facing documents, emails, or campaigns.

Pre-selected and -approved imagery provides you with the high quality resources you need, while ensuring the values, optics, and resulting messaging from WealthCo and integrated firms remains appropriate and consistent.

 

WealthCo. Corporate Email Signature

SOPHIE BLAIS  CFP, CHS

Chief Operations Officer

WealthCo. 

 

P. 403.537.5853 ext. 303

F. 403.984.2400

www.wealthco.ca

 

WealthCo Asset Management Inc., a registered Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer, WealthCo Risk Management Inc., an insurance agency, and WealthCo Planning Services Inc., a fee-based financial planning firm, are wholly owned subsidiaries of WealthCo Inc. and use the “WealthCo” trademark under license from WealthCo Inc.

CONFIDENTIALITY: This document is intended solely for the individual or entity to whom it is addressed.  If you are not the intended recipient or the person responsible for delivering it  please inform the sender immediately and delete this document immediately. Thank you.

 

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ARIAL BOLD . 10 . ALL CAPS

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Blue

SOPHIE BLAIS  CFP, CHS

 

Chief Operations Officer

WealthCo

 

 

 

P.                     403.537.5853 ext. 303

F.                  403.984.2400

(www.wealthco.ca)

 

WealthCo Asset Management Inc., a registered Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer, WealthCo Risk Management Inc., an insurance agency, and WealthCo Planning Services Inc., a fee-based financial planning firm, are wholly owned subsidiaries of WealthCo Inc. and use the “WealthCo” trademark under license from WealthCo Inc.

CONFIDENTIALITY: This document is intended solely for the individual or entity to whom it is addressed.  If you are not the intended recipient or the person responsible for delivering it  please inform the sender immediately and delete this document immediately. Thank you.

Arial Regular . 9

Arial Bold . 10

Arial Bold . 10

Arial Bold . 10

Arial Regular 10

Arial Regular . 10

Arial Regular . 10

Arial Bold . 10 . ALL CAPS

 

2018 WealthCo. Brochure 

 

Trusted Advisor Meeting Script - Introduction to Wealth Planning

Starting the conversation is the first step, and it isn't always easy. In an effort to better support the introduction to Integrated Planning, we have built an introductory script to alleviate the pressure of starting the conversation with your clients.

 
 

Trusted Advisor Exercise

Trusted Advisor Exercise

The Trusted Advisor Exercise is a direct tool to use with prospects that highlights the significant achievements made with individual Trusted Advisors, and highlight the opportunities that may have been missed through professional silos through deep dive clarity. The objective is to highlight the gap analysis of not only missed opportunity, but the ability to alleviate the pressure of the client acting as the project manager between Trusted Advisors.

 

Clarity Meeting Script - It starts with the first meeting

Client experience is always at the forefront of Wealth Planning, from the initial introduction to intergenerational clients, it is their experience with you that will determine success or failure of integrated relationships.The Clarity meeting is the first step in your relationship with your client, and a pivotal moment for the discovery of their ultimate goals and objectives.


The Clarity Meeting Script will walk you through a client experience that opens doors of opportunity for both you and your client to start an integrated relationship based on creating shared value.

 

The Evolution of Investing - Presentation by Tim Coakwell

 

Client Goals & objectives - Mindset Scorecard

Client Goals & Objectives - Mindset Scorecard

Mindset is an incredibly powerful tool. In everything we do, mindset is fundamental in human success or failure - and it is instrumental in achieving financial goals and objectives.

 

You might not have considered that mindsets and behaviours are quantifiable, but the truth is that we're scoring ourselves all the time—just not consciously. With Goals & Objectives Scorecard, this scoring is made conscious, and anything can be measurable. 

 

Portfolio Goals & objectives - Mindset Scorecard

Portfolio Goals & Objectives - Mindset Scorecard

"Personal confidence comes from making progress toward goals that are far bigger than your present capabilities."

- Dan Sullivan

Self-scoring is a great way to get a clear sense of where you and your portfolio are at currently, and where you'd like to go moving forward. When reading through the statements for each of the mindsets, make sure to evaluate yourself and your portfolio truthfully. The more honest you are with yourself, the more accurately and efficiently you can set goals and make improvements.

 
 

Insurance Goals & objectives - Mindset Scorecard

Insurance Goals & Objectives - Mindset Scorecard

“Life is about accepting the challenges along the way, choosing to keep moving forward, and savouring the journey.” 
― Roy T. Bennett


Self-scoring is a great way to get a clear sense of where you and your insurance goals and objectives are and where they can be. When reading through the statements for each of the mindsets, make sure to evaluate yourself and your portfolio truthfully. The more honest you are with yourself, the more accurately and efficiently you can set goals and make improvements.

D.O.S - Dangers . Opportunities . Strengths 

If you want to start every new business relationship off right, avoid relationships you shouldn’t be entering into, and deepen your existing relationships, The D.O.S. Conversation is the way to do it.

The D.O.S. Conversation gives you the ability to see into your clients’ and customers’ dangers, opportunities, and strengths — the raw material of their future. Since the future is where all your business with them will be conducted and where the money to pay you will be generated, it’s in your best interest to stake out this territory in advance.

Using the process outlined in The D.O.S. Conversation, you’ll immediately recognize in any situation whether there’s an opportunity to create value, and the best way to do so. You’ll also set up the conditions for a long-term relationship based on trust and confidence.

 

D.O.S - Wealth Accumulation

If you want to start every new business relationship off right, avoid relationships you shouldn’t be entering into, and deepen your existing relationships, The D.O.S. Conversation is the way to do it.

The D.O.S. Conversation gives you the ability to see into your clients’ and customers’ dangers, opportunities, and strengths — the raw material of their future. Since the future is where all your business with them will be conducted and where the money to pay you will be generated, it’s in your best interest to stake out this territory in advance.

Using the process outlined in The D.O.S. Conversation, you’ll immediately recognize in any situation whether there’s an opportunity to create value, and the best way to do so. You’ll also set up the conditions for a long-term relationship based on trust and confidence.

 

D.O.S - Wealth Protection

If you want to start every new business relationship off right, avoid relationships you shouldn’t be entering into, and deepen your existing relationships, The D.O.S. Conversation is the way to do it.

The D.O.S. Conversation gives you the ability to see into your clients’ and customers’ dangers, opportunities, and strengths — the raw material of their future. Since the future is where all your business with them will be conducted and where the money to pay you will be generated, it’s in your best interest to stake out this territory in advance.

Using the process outlined in The D.O.S. Conversation, you’ll immediately recognize in any situation whether there’s an opportunity to create value, and the best way to do so. You’ll also set up the conditions for a long-term relationship based on trust and confidence.

 

D.O.S - Wealth Distribution

If you want to start every new business relationship off right, avoid relationships you shouldn’t be entering into, and deepen your existing relationships, The D.O.S. Conversation is the way to do it.

The D.O.S. Conversation gives you the ability to see into your clients’ and customers’ dangers, opportunities, and strengths — the raw material of their future. Since the future is where all your business with them will be conducted and where the money to pay you will be generated, it’s in your best interest to stake out this territory in advance.

Using the process outlined in The D.O.S. Conversation, you’ll immediately recognize in any situation whether there’s an opportunity to create value, and the best way to do so. You’ll also set up the conditions for a long-term relationship based on trust and confidence.

 
 

WAM - Fund Fact(s)

Q4 2019 WAM Fund Fact PDF Download

 

Client Risk Profile Questionnaire

The Risk Profile Assessment process is designed in accordance with Financial Regulatory Compliance, as well as our personalized client assessment to ensure WealthCo Asset Management is the right fit for your clients' goals and objectives.

PDF Format - Client Risk Profile Questionnaire

 

2019 IPS - Investor Policy Statement(s)

The purpose of the WealthCo. Investment Policy Statement (“IPS”) for WAM clients is to establish a clear understanding between the WAM Investment Counsellor, as well as any other relevant parties (as applicable) with respect to the investment objectives and guidelines for the client(s) investment portfolio.

 

Our approach is to gain clarity and insight into the goals and objectives of the client(s) so that the WAM Investment Counsellor can build long-term plans that incorporate the ambitions and values that have been the foundation of the client(s) vision for financial success.

 

The IPS will:

  • Establish reasonable investment objectives based on the information provided to the Financial Advisor and/or Portfolio Manager/Investment Counsellor regarding the management of client(s) assets;

  • Outline the investment management approach that will be used for the client(s) investment portfolio;

  • Convey a mutually agreed upon investment plan that can reasonably be expected to generate acceptable long-term returns at a suitable level of risk; and

  • Establish guidelines that will be used to monitor the client(s) progress with regards to achieving stated long-term goals.

2019 - Aggressive Growth IPS

2019 - Conservative IPS

2019 - Balanced IPS

2019 - Growth IPS

 

Internal Resources  .  WealthCo. Social Media

 

WealthCo. Social Media Quick Links

WealthCo. LinkedIn

WealthCo. Facebook

WealthCo. Instagram 

 

WealthCo. Branding & Identity // Social Media

Graphics & Branding/Identity guidelines have been developed for use through independent channels to promote brand awareness and engage audiences.

WealthCo  Branding & Identity Social Media Posts Guidelines

WealthCo. Social Posts 2018

WealthCo. Social Posts 2019

Key Contacts By Division 

 

Marketing & Communications Submissions 

M&C work order requests are submitted via the Internal Submission form below. 

 

Once entered into the system, work requests are reviewed and will be placed in order for completion based on departmental priorities.

 

All requests submitted are reviewed prior to approval, and may be rejected if sufficient content for completion is not supplied. If work order is rejected, reasoning will be outlined for re-submission. 

 

M&C Document Request Control

An internal log has been developed to note and track requests for information, resources, or revisions that are made to the Marketing & Communications division. If you have submitted a request and do not see it noted below, please contact the M&C division.

The following spreadsheet indicates what information or resources have been requested by M&C team members. If you see an outstanding request with your name associated, kindly follow-up with the M&C division. 

 

Departmentmental Document List 

This following logs have been developed to better inform all relevant stakeholders of the documents, by division, that are either in development or have been completed. If you have any questions or requests, please contact Marketing & Communications.

WealthCo Asset Management

 

WealthCo Sales