Canadian Wealth Management Team Grows Organic Traffic by 41%
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41%
Increase in organic site traffic
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42%
Increase in site traffic
“I highly recommend working with SmartSites, they are trusted professionals.”
About Tetrault Wealth
Tetrault Wealth is a portfolio management and wealth advisory team based in Winnipeg, Manitoba, led by fiduciary portfolio manager Rob Tetrault and operating under CG Wealth Management (Canaccord Genuity). The team brings the institutional investment discipline used by pension funds to high-net-worth families, business owners, and professionals, serving clients virtually across Canada, including Toronto, Montreal, Calgary, Ottawa, Edmonton, and Vancouver. Services include customized portfolio construction, comprehensive financial planning, retirement planning with RRSP, TFSA, and CPP income strategies, estate and legacy planning, tax planning, and insurance planning. Rob Tetrault holds the CIM and FCSI designations, the team is regulated by CIRO and covered by CIPF, and its thought leadership includes BNN Bloomberg features, a YouTube channel, and a newsletter.
Challenge
Tetrault Wealth had worked only with freelancers and needed a consistent SEO partner as it moved to a newly built website. The site was complete but had to be pointed to its domain without losing existing search traffic, so the launch itself carried risk. Beyond that, the team wanted more qualified high-net-worth consultations and rankings for competitive terms such as wealth management Winnipeg and portfolio manager Canada, while extending its reach to major cities across the country. SmartSites set out to support the site launch, build out location and service content for a national audience, and grow organic traffic that leads to wealth strategy sessions.
How we helped Tetrault Wealth.
SmartSites grows organic reach for wealth management & financial planning firms
SmartSites helped Tetrault Wealth reach more high-net-worth Canadians researching portfolio management and financial planning.
- Location Content: Updated five city location pages each month to reach clients across Canada's major markets.
- Service Pages: Updated the wealth management services page and built a dedicated business owners page.
- Monthly Blogs: Implemented new blog posts every month from an ongoing content program.
- Conversion & Technical: Adjusted the landing pages behind consultation forms, designed a post-form booking page, added an award to the site, and resolved Search Console redirect and canonical issues.
Nationwide
Best fee only financial planners
Top wealth management firms
Illustrative preview. A representative example, not a live search result.
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41%
Increase in organic site traffic
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42%
Increase in site traffic
Marketing that brings in more clients.
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“As head of marketing, I've seen my fair share of SEO freelancers and agencies come and go! I am extremely confident that these "revolving door" days are long gone, thanks to SmartSites. I've been working with SmartSites for over 2 months now and the customer experience has been nothing short of outstanding! My project manager is Charlie, and the guy is top notch. Very prompt communication, good attention to detail and excellent understanding of the SEO landscape. The reporting is very clear and user friendly. I highly recommend working with SmartSites, they are trusted professionals. Thanks Charlie & team!”
