MeDM’s relationship with Erven Planning began over 15 years ago and has continued through multiple phases of growth and evolution. During this time, MeDM has designed and developed three complete websites for the firm and is currently working on a fourth, ensuring that Erven Planning’s digital presence continues to evolve alongside its business goals and client needs.
By providing full-service marketing support — from brand and print materials to digital campaigns and ongoing optimization — MeDM has acted as a long-term strategic partner rather than a short-term vendor. The engagement has focused on creating a strong, credible brand presence while continuously improving performance and lead generation through digital channels.
Erven Planning is a Calgary-based wealth management and life insurance firm that provides personalized financial planning services to individuals and families. With a strong emphasis on trust, clarity, and long-term financial security, the firm works closely with clients to develop tailored strategies that support their financial goals.
As a small, client-focused organization, Erven Planning relies on a professional, credible, and approachable brand presence to communicate its expertise and build lasting relationships. Maintaining a strong digital footprint has been a key component of supporting the firm’s growth and visibility in a competitive financial services market.
Over the course of the relationship, Erven Planning faced the ongoing challenge of keeping its brand and digital presence current while ensuring consistency and credibility. As client expectations and digital platforms evolved, the firm needed its website, content, and marketing efforts to reflect modern best practices without losing the personal, trusted nature of its brand.
The opportunity was to build a scalable, long-term marketing foundation that could adapt over time — supporting lead generation, improving user engagement, and increasing visibility through search and paid advertising — all while maintaining a streamlined and manageable approach for a small team.
MeDM provided a comprehensive, end-to-end marketing solution tailored to Erven Planning’s needs. This included brand refreshes, graphic design, print materials, professional photography and video, and the creation of multiple websites designed to improve user experience, clarity, and conversion.
On the digital side, MeDM implemented search engine optimization strategies to improve organic visibility and launched targeted online advertising campaigns across Google and LinkedIn to generate qualified leads. Website content was strategically written and structured to educate visitors, build trust, and encourage meaningful engagement.
Ongoing hosting, content management, and performance monitoring ensured that the website remained secure, up to date, and optimized as the firm continued to grow. Each phase of work built upon the last, allowing Erven Planning’s digital presence to evolve in a cohesive and sustainable way.
The long-term partnership delivered strong, measurable results. Over the first three years, Erven Planning’s website traffic increased by more than 820%, significantly expanding the firm’s online reach. Targeted Google and LinkedIn campaigns generated consistent leads, contributing to a 15% increase in business over two years.
User engagement also improved substantially, with average time spent on the website increasing from approximately two minutes to over five minutes, indicating stronger content performance and a more effective user experience. The sustained nature of the relationship and continued collaboration speaks to the lasting impact and value of the work.
MeDM maintained a highly organized and supportive project management approach throughout the engagement. Regular progress updates, reporting, and a mix of in-person and online meetings ensured clear communication and alignment at every stage. The collaborative process made it easy for Erven Planning to stay informed, involved, and confident in the direction of the work.
What sets MeDM apart is its ability to build long-term partnerships rooted in trust, consistency, and adaptability. Erven Planning valued MeDM’s responsiveness, collaborative mindset, and commitment to listening and understanding the firm’s evolving needs. By acting as an extension of the client’s team, MeDM delivered ongoing support and strategic guidance that helped the firm grow while feeling supported and heard throughout the process.
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