WealthCo.
Integrated Advisory
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
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 Bold . 10
ARIAL BOLD . 10 . ALL CAPS
Arial . 10 . regular
Arial . 9 . regular
Blue
SOPHIE BLAIS CFP, CHS
Chief Operations Officer
WealthCo.
P. 403.537.5853 ext. 303
F. 403.984.2400
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
Internal Resources . WealthCo Sales Tools
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.
Internal Resources . WealthCo. Asset Management
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:
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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;
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Outline the investment management approach that will be used for the client(s) investment portfolio;
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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
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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. 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.