Executive Summary
Nour Private Wealth (NPW.ca), a national wealth management firm, needed a partner to unify its fragmented digital presence and prepare for aggressive cross-border expansion. Facing weak SEO visibility, costly IT infrastructure, and a lack of integrated sales systems, NPW engaged WSI Leap Digital for a comprehensive digital transformation.
Through a phased roadmap covering SEO, CRM, sales enablement, compliance, and U.S. branding, NPW tripled its organic traffic, increased keyword rankings from 86 to over 2,900, and doubled its Assets Under Management (AUM) from $1B to $2B. NPW also became the top-ranking authority for “family trust” in Canada and reversed its dependency on branded search traffic.
This case study shows how a strategic, cross-functional approach helped NPW grow into a digitally mature and future-ready brand across both Canadian and U.S. markets.
Client
Nour Private Wealth (NPW.ca)
Contact
Samantha Patrickson, VP of Operations
Industry
Wealth Management & Trust Services
Engagement Start
2021
Services Provided
Marketing Strategy, SEO, U.S. Expansion, Brand Development, Sales Enablement, CRM Implementation, IT Infrastructure, AODA Compliance
About the Company
Nour Private Wealth (NPW.ca) provides wealth management, trust, and estate services to high-net-worth individuals and families. With $2B+ in managed assets, NPW operates nationally in Canada and is actively expanding its presence into the U.S. market. The company focuses on tailored investment strategies, legacy planning, and cross-border wealth solutions, with a growing team of financial professionals across North America.
Challenges
NPW approached us with strong growth ambitions but lacked the digital infrastructure to scale. Key pain points included:
Just 49 keywords ranking organically
Low monthly organic traffic (~700 visits)
No CRM or sales system in
place
High AWS hosting costs ($500+/month)
Fragmented brand identity and non-compliant PDF forms
Undefined U.S. market strategy and messaging
Branded search traffic made up nearly 70% of visibility, limiting new audience reach
Our Solutions
IT Infrastructure & Operational Efficiency
We addressed NPW's technical and compliance challenges to support scalability:
- Migrated from AWS to optimized hosting, saving over $6,000 annually
- Rebuilt outdated PDF forms into interactive, AODA-compliant digital assets
- Improved site speed, reliability, and accessibility for end users
U.S. Market Expansion
To enable U.S. growth, we launched a market-specific strategy:
- Developed a distinct U.S. brand identity with tailored messaging
- Created region-specific visual assets and content
- Built a multi-region digital architecture to support SEO and localization
CRM & Sales Enablement
To streamline internal operations and sales processes:
- Implemented HubSpot Sales Enterprise CRM across teams
- Designed and documented sales playbooks and onboarding systems
- Produced new sales collateral and delivered training for national and U.S. teams
Marketing Strategy & SEO
We built a high-impact SEO strategy to drive visibility and lead generation:
- Developed content pillars centered on Family Trusts
- Launched targeted campaigns to build domain authority
- Introduced internal linking, metadata improvements, and structured data
- Shifted the balance toward non-branded keyword growth
Outcomes & Impact
Client Testimonial
“This team has been amazing since the start. WSI Leap Digital made working with them a breeze — always thinking creatively and going the extra mile. Melanie Woodhouse has been an incredible partner throughout.”
Conclusion
NPW.ca now operates as a digitally mature, growth-driven wealth brand with authority in both Canadian and U.S. markets. Through a multi-disciplinary, collaborative partnership, we helped transform their online presence, optimize operations, and build a scalable foundation for long-term success.
If your firm is ready to modernize your marketing, sales, and IT strategies — let’s talk.