InvestorDNA Wealth Management
A full website redesign and ongoing development partnership with InvestorDNA — a Calgary-based wealth management firm helping Canadians 50+ get the most from their retirement income.
About the Project
InvestorDNA Wealth Management helps Canadians aged 50+ navigate retirement income planning. The project started as a three-page redesign — homepage, services, and a free assessment landing page — and grew into an ongoing development relationship spanning multiple years and page builds.
The Challenge
The existing website didn't clearly communicate InvestorDNA's services or guide visitors toward taking action. They needed a redesigned homepage, dedicated service pages, and a high-converting free assessment landing page — all integrated with their ActiveCampaign email marketing system.
"The site needed to clearly communicate who they help and make it easy to take the next step."
Our approach
Homepage Redesign
Rebuilt the homepage with new content blocks, stronger messaging, testimonials section, and featured podcast episodes carousel.
Services & Free Assessment Pages
Designed and developed a dedicated services page and a free assessment landing page to convert prospective clients.
ActiveCampaign Integration
Integrated the newsletter and lead capture forms with ActiveCampaign, replacing the default forms with custom-styled versions that matched the site design.
Fee-for-Service Page
Designed and developed a new Fee-for-Service Retirement Planning page with scenario modelling sections and a structured process overview.
What the site delivers
Full Homepage Redesign
New layout, content blocks, testimonials, and podcast section built to convert first-time visitors into leads.
Free Assessment Landing Page
Dedicated page designed to capture qualified leads and guide retirement-age prospects toward booking a consultation.
ActiveCampaign Integration
Custom-styled email capture forms connected to ActiveCampaign across all key pages for seamless lead nurturing.
Podcast Episode Carousel
Featured episodes displayed in a browsable carousel, keeping visitors engaged with the brand's content.
Fee-for-Service Page
New page explaining the firm's fee-for-service model with scenario planning sections and a clear process breakdown.
Ongoing Partnership
Multi-year development relationship with continued support, updates, and new page builds as the business grows.
What changed after launch
Screenshots
