CC&Associates Financial Services

Unlocking Wealth for Women

CC&Associates offers financial planning, investments, and insurance for women and families, fueling their financial goals and dream-chasing adventures.

Target Audience

Money-motivated women

Tagline

Build the life you desire and deserve.

Brand Attributes

Approachable

Informative

Professional

CASE STUDY

CC&Associates Financial Services

CC&Associates offers financial planning, investments, and insurance for women and families, fueling their financial goals and dream-chasing adventures.

Goal

Cheryl Campbell, a certified financial planner, was ready to take her business, CC&Associates, to the next level. With the latest arsenal of investment and insurance services added to her toolkit, she was empowered to help clients build wealth and crush their financial aspirations. But there was a catch - she felt her supercharged offerings weren't fully being showcased. Spotting a niche craving attention—women—we focused on making CC&Associates stand out as the ultimate financial advisory firm for women managing their families' finances like a boss.

Strategy

We had to make CC&Associates stand out as the caring alternative to faceless banks and platforms like Wealthsimple. I saw the opportunity to make CC&Associates the go-to mentor in financial planning, so women felt like they had a trusted ally in their wealth-building journey. I spearheaded the creation of a resource center with SEO-optimized articles for those burning money questions, and we added a secret sauce: an anonymous advice column for deeper money concerns with empathetic, spot-on guidance.

Target Audience

Money-motivated women

Tagline

Build the life you desire and deserve.

Brand Attributes

Approachable

Informative

Professional

AFTER
BEFORE

Brand Photoshoot

ATTRIBUTIONS
  • This is some text inside of a div block.
  • This is some text inside of a div block.
  • This is some text inside of a div block.
See it live

Brand Photoshoot

Marketing Funnel

Marketing Funnel

ATTRIBUTIONS
  • This is some text inside of a div block.
  • This is some text inside of a div block.

Outcome

By crafting a human-centred brand, CC&Associates transformed the financial landscape for their audience. They shifted the conversation from making money to unlocking potential, helping clients chase milestones and live their dreams. With this paradigm shift, CC&Associates evolved from simply a personal brand to a game-changing firm that spoke to a long-neglected audience: women and young families. The result? Women who felt seen and empowered, taking their financial futures into their own hands.

Goal

Cheryl Campbell, a certified financial planner, was ready to take her business, CC&Associates, to the next level. With the latest arsenal of investment and insurance services added to her toolkit, she was empowered to help clients build wealth and crush their financial aspirations. But there was a catch - she felt her supercharged offerings weren't fully being showcased. Spotting a niche craving attention—women—we focused on making CC&Associates stand out as the ultimate financial advisory firm for women managing their families' finances like a boss.

Strategy

We had to make CC&Associates stand out as the caring alternative to faceless banks and platforms like Wealthsimple. I saw the opportunity to make CC&Associates the go-to mentor in financial planning, so women felt like they had a trusted ally in their wealth-building journey. I spearheaded the creation of a resource center with SEO-optimized articles for those burning money questions, and we added a secret sauce: an anonymous advice column for deeper money concerns with empathetic, spot-on guidance.

Heading

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor.

Credits

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Heading

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor.

Credits

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Heading

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor.

Credits

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Heading

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor.

Credits

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Heading

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor.

Credits

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Outcome

By crafting a human-centred brand, CC&Associates transformed the financial landscape for their audience. They shifted the conversation from making money to unlocking potential, helping clients chase milestones and live their dreams. With this paradigm shift, CC&Associates evolved from simply a personal brand to a game-changing firm that spoke to a long-neglected audience: women and young families. The result? Women who felt seen and empowered, taking their financial futures into their own hands.

Brand Photoshoot

Coordinated and provided creative direction for a brand photoshoot to elevate their brand image.

Credits

Thistle and Rose, Photographer

Creative Director, Reagan Bradley

Marketing Funnel

Designed and set up a marketing funnel, including an email course, to grow their email list and build a relationship with leads.

Credits

Marketing Strategist, Reagan Bradley

Content Copy, CC&Associates Team

What

CC&Associates Financial Services

had to say

We hired Reagan to get a cohesive brand image. We had recently incorporated and had a so-so website that didn’t truly portray our concepts, values, or offers. Reagan understood what we wanted from the get-go. She listens, has great ideas, and wants you to succeed. Now all of our platforms are branded properly, and we have a full-blown marketing strategy. She’s detailed-oriented and works fast. Thanks so much, Reagan!

Cheryl Campbell, Founder and CFP®

View more of
my work

Launching the Yukon’s First Esthetics School

Elements Esthetics Academy is an esthetics school that trains students to master the art and science of beauty and wellness.

Elements Esthetics Academy

Developing a High-Fashion Brand

Natasha Peter is an indigenous designer and owner of the fashion brand, Kaska Dena Designs based out of Yukon, Canada.

Kaska Dena Designs

Niching a Consulting Firm

LeBlanc (& co.) is a strategic communications firm that helps purpose-driven organizations align their communications to their social impact goals.

LeBlanc (& co.) Communications

A Unified Brand Voice

Willful helps Canadians estate plan and create their wills online to assure their end-of-life wishes will be respected.

Willful

Overcoming Growing Pains

Vitality is a physiotherapy and wellness centre specializing in custom rehabilitation programs for clients who want to maintain their lifestyle.

Vitality Physiotherapy

Reframing a Decade of Experience

We promoted award-winning mixologist Cody Nicoll into a bar program consultant who builds stand-out bars for hip restaurants in Ottawa.

Cody Nicoll

Rebrand for Google Play Store Launch

Anytune is an app that makes the pursuit of music mastery enjoyable.

Anytune

Turning Services into Products

Samantha Hartley offers full-service social media campaign management for businesses that want to influence the government.

Samantha Hartley

From Speaker to Self-Care Coach

Nicole Dauz is an autism mom, coach, author, and speaker helping caregivers reclaim their happiness despite their circumstances.

Nicole Dauz

Repositioned to Attract Enterprise Clients

Gift Better Co. helps enterprises streamline corporate gifting without losing the personal touch.

Gift Better Co.

Niching to Target Profitable Clients

Technology for restaurants who want to seamlessly connect their online and offline customer experiences using one platform.

Snappy

Repositioning for Impact

City Love Flowers is a floral design studio and social enterprise that uses flowers as a community development tool.

City Love Flowers

A Website That Qualifies Leads

AutoAgents is a virtual car dealership that works with clients one-on-one to undergo a car matching process.

AutoAgents

Personal Brand Meets Business

Unicorn Labs is a leadership development training company that sells online training programs to high-growth startup teams.

Unicorn Labs
View All

Let's get started!

If you have questions about my process, this is your opportunity to ask them. 👇 

BOOK A fit CALL