Case Study

SevenOak

Summary

SevenOak, a private wealth and legacy planning firm, partnered with MeDM Inc. to expand and refine its brand while developing a cohesive digital presence. MeDM was engaged to evolve the firm’s visual identity, create professional marketing materials, and design and develop a custom website tailored to high-net-worth individuals and professionals. Through a thoughtful, design-led approach, MeDM delivered a refined brand and digital experience that strengthened SevenOak’s market positioning and client engagement.

Company
SevenOak
Industry
Private Wealth / Legacy Planning
Location
Medicine Hat, AB
Company Size
1-10 Employees

Services

  • Brand Strategy.
  • Brand Expansion.
  • Creative & Design.
  • Website Design & Development.
  • Printing & Collateral.
  • On-Page SEO.
Project Summary

SevenOak engaged MeDM to build upon its existing brand foundation and create a cohesive system that could be applied across digital and print touchpoints. The firm required a consistent and professional identity supported by a modern website that would clearly communicate its approach to private wealth and legacy planning.

The project was completed entirely through virtual collaboration, allowing for an efficient and structured creative process while maintaining close alignment with the client’s vision and goals.

Client Background

SevenOak specializes in private wealth management and legacy planning for individuals and families seeking long-term financial clarity and continuity. With a strong emphasis on trust, personalization, and long-term thinking, the firm serves high-net-worth clients who value both strategic guidance and a refined client experience. As the firm continued to grow, SevenOak recognized the need to elevate its brand and digital presence to better reflect its services and clientele.

Challenge / Opportunity

While SevenOak had an established presence, the firm sought to expand and formalize its brand across all client-facing materials. The primary challenge was to create a cohesive visual identity and digital experience that felt modern, sophisticated, and aligned with the expectations of high-net-worth individuals.

The opportunity was to use design as a strategic tool—bringing consistency, clarity, and refinement to the brand while improving the overall user experience through a thoughtfully designed website.

Solution

MeDM began the engagement with collaborative creative sessions focused on visual inspiration and brand alignment. Drawing from modern interior design, the team developed a refined colour palette and design language that conveyed warmth, professionalism, and longevity.

 

The expanded brand was applied across a full suite of materials, including stationery, business cards, email signatures, and a PowerPoint template to ensure consistency across all communications. MeDM then designed and developed a custom website from the ground up, incorporating bespoke elements from the branding deck and carefully crafted copy tailored to SevenOak’s audience. On-page SEO best practices were implemented to support long-term visibility and performance.

Result

The final outcome was a visually cohesive brand and a beautifully designed website that resonated strongly with both the client and their audience. Feedback from clients has been consistently positive, with particular emphasis on the clarity of the user experience and the consistency of the brand across touchpoints.

The new brand and website positioned SevenOak as a polished, professional firm with a strong digital presence aligned to its private wealth and legacy planning services.

Client Feedback
MeDM delivered a thoughtful, collaborative process that resulted in a cohesive brand and website we’re extremely proud of.

Tyler Davidson
SevenOak Private Wealth

Project Management

The project was completed entirely online through virtual meetings and digital collaboration. MeDM maintained clear communication and a structured workflow throughout the engagement, ensuring timely delivery and a smooth creative process from initial concept through final launch.

Unique about Medm

MeDM’s strength lay in their ability to translate abstract inspiration into a cohesive, refined brand system. Their collaborative approach and attention to detail ensured that every element—from print materials to the website—worked together seamlessly, resulting in a consistent and elevated brand experience.

Ratings

5.0

  • Quality

    Services & Deliverables

    5.0

  • Schedule

    On time / Deadline

    5.0

  • Cost

    Value / Within Estimate

    5.0

  • Willing to Refer

    NPS

    5.0