Financial Services and Investments 2013 WordPressWooThemes CanvasCustom child theme

Pinnacle Wealth Brokers

Canadian financial services firm Pinnacle Wealth Brokers helps financial advisers find private investment opportunities for their clients. I built a custom WordPress business theme with custom post types and fields to manage their partner companies, partner videos, services, and province-by-province representatives.

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Pinnacle Wealth Brokers is a Canadian financial services company that helps financial advisers find well-researched private investment opportunities — real estate, insurance, mortgages, and industrial projects — for their clients. One of the 50 fast-growth companies in Canada, the firm brought me in to replace a website that no longer suited its growth or its wealthy clientele.

I designed and built a custom WordPress business theme as a child theme of WooThemes Canvas, working with the Director through several rounds of iterations until he was happy with the result. In the WordPress admin I built custom post types and metaboxes so the team could manage their large body of content themselves: partner companies and their offerings, partner videos, services, and the many representatives across Canadian provinces and cities. The theme is responsive for mobile devices. The company has since redesigned their website.

Financial and professional services firms often outgrow a website that was never built for serious content. I build custom WordPress themes with an admin structure shaped around what a team actually maintains — custom post types, custom fields, and editing screens that keep a large directory manageable. If you need a site your team can run without a developer, contact me about your WordPress website.