Transcending generations



Enjoying a loyal clientele of affluent individuals looking to ensure the integrity of their estate from one generation to the next, David Forest Financial Services were nonetheless in need of a revitalized vision and image in order to ensure the company’s long-term viability.


The brand rested to a significant degree upon the personality and wealth of confidence of its founder, David Forest himself. We therefore had to transfer David Forest’s private brand equity to that of the company, all the while remaining loyal to his values and honouring his rich legacy.

In order to increase the firm’s desirability in the eyes of its current and prospective clients, employees and partners, we were determined to modernize the brand’s image with the aim of progressively unlinking it from David Forest’s personal brand.

We performed a website overhaul and developed an arsenal of communication tools, in addition to establishing the brand’s digital presence.

The approach consisted in creating a communications ecosystem that would transport visitors to a high-end, modern universe with clean lines, one that is powerfully evocative of prestigious institutions while still conserving certain symbols and distinguishing features of the company’s original identity.

Other achievements