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The Ask

Wealthsimple made its name revolutionizing banking for Canadians. Now, they’re doing the same for businesses—helping companies offer modern group savings plans without the legacy complexity. The team brought me in to sharpen their B2B marketing voice and create content that actually moves pipeline. My mission was to help their small-but-mighty marketing team build a scalable content strategy, drive awareness, and speak directly to the real pain points of HR leaders and partners. I developed their B2B content roadmap, wrote their first customer case study, shaped messaging for sales enablement, and built reusable templates to support ongoing content efforts.

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Results

Content Framework
Delivered a B2B content roadmap that aligned internal stakeholders, clarified messaging priorities, and served as a foundation for ongoing campaigns.

Scalable Enablement Materials
Created a case study and a suite of modular content templates that the team could adapt and reuse.

Sharper B2B Voice
Refined Wealthsimple’s messaging to resonate with B2B customer profiles, bridging the gap between consumer brand tone and enterprise buyer expectations.

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