Gluskin Sheff was one of Canada’s leading wealth management firms, needed to ensure its communications reflected the precision, trust, and sophistication of its brand. Over time—and through two major rebranding exercises—the firm had accumulated hundreds of marketing, sales, client, and internal assets that had become inconsistent in tone, quality, and presentation. They needed a partner who could bring clarity and cohesion across every touchpoint, while maintaining the firm’s elevated brand standards and compliance requirements.
Gluskin Sheff
Creative Approach
Our approach was rooted in brand systems thinking—building tools and templates that would empower the firm’s internal teams while maintaining design excellence. They began by auditing their existing materials and identifying opportunities to streamline how visual and written communication flowed across departments.
They then developed a comprehensive brand communication system that spanned Microsoft Office (Word, PowerPoint, and Excel), email systems and traditional design systems allowing Gluskin Sheff to maintain brand consistency within the platforms their teams used daily. Each template and layout was intentionally designed for clarity, hierarchy, and flexibility—enabling both marketing and client service teams to produce materials that looked refined and on-brand, without constant designer intervention.
Campaign Execution
Across two full rebrands and being their exclusive creative team from 2017 until they merged with RBC in 2023, we managed and executed the update, redesign, and creation of more than 200 assets—spanning marketing collateral, sales presentations, investor reports, client letters, forms, and internal documentation.
Deliverables included:
- Comprehensive PowerPoint presentation system for sales and portfolio reviews
- Word templates for client letters, investor reports, and proposals
- Internal communication materials for staff alignment and training
- Marketing and sales collateral including brochures and one-pagers
- Visual identity support ensuring adherence to new brand standards across every file type
- Email templates tailored to their various communication initiatives with clients, prospects, the public and internally.
- Brand Consulting during the two rebranding exercises, ensuring Gluskin Sheff had creative guidance in their corner.
Through each phase, they worked collaboratively with Gluskin Sheff’s marketing and compliance teams to ensure every asset met both visual and regulatory requirements.
The Results
The result was a fully unified communication ecosystem that became an integral part of Gluskin Sheff’s daily operations. Their internal teams gained the ability to produce professional, brand-aligned materials quickly and confidently, reducing design bottlenecks while elevating every client interaction.
The partnership spanned multiple years and became the foundation for how Gluskin Sheff presented its brand—ensuring that its message of trust, performance, and precision was reflected across every channel, from boardrooms to client portfolios.
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