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.
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- Rebuilt outdated PDF forms into interactive, AODA-compliant digital assets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
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
Outcomes & Impact
| Metric | Organic Traffic | Keyword Rankings | Top 10 Keywords | Authority Score | Assets Under Management (AUM) | Hosting Costs | Sales System | Search Visibility |
|---|---|---|---|---|---|---|---|---|
| Result | Increased from ~700 to 2,636/month (3.7x growth) | Jumped from 86 to 2,915, including: #1 for "family trust" and "family trust Canada" |
Increased from 8 to 252 | Improved from 28 to 38 | Doubled from $1B to $2B | Reduced by $500/month | HubSpot CRM fully adopted with playbooks and training | Shifted from 70% branded to a more balanced keyword mix |
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.
Diane Craig, President, Corporate Class Inc.
Conclusion
Corporate Class Inc. transitioned from a marketing model driven by short-term ad spend to one powered by sustainable organic growth and marketing intelligence. With Leap Digital as a long-term strategic partner, the company not only upgraded its systems and content but also achieved true executive-level clarity in digital performance and planning.
Looking to make marketing a reliable growth engine — not just a cost centre? Let’s talk.
