brian.montgomery got their new postcard, flyer or print by running a design contest:
Create a great postcard for an investment management team
Check out brian.montgomery's Postcard, flyer or print contest…
Accounting & Financial
Montgomery Asset Management of RBC Dominion Securities is an Ottawa-based portfolio management team dedicated to enhancing investment growth and retirement income, through insightful and disciplined strategies built for today’s markets. Our advisors work with individuals and families to make sure that they can: Afford their lifestyle Leave a financial legacy Participate in the gains of the markets and be protected from volatile down markets As a portfolio management boutique within a large, fully integrated investment firm, our clients also benefit from our suite of wealth management services in the areas of estate planning, trust administration, insurance opportunities, private banking and financial planning.
What's your vision?
Please create a great, vibrant postcard to use as a maildrop for wealthy residential neighbourhoods. FINALISTS - HERE ARE YOUR INSTRUCTIONS FOR THE NEXT 19 HOURS : WHEN WE EVENTUALLY PRINT OUT AND PRODUCE THESE POSTAL CARDS TO SEND IN THE MAIL, WE WILL DO A SERIES OF FOUR (4) OF THEM. WE WANT YOU TO PRODUCE ONE (1) OF THESE POSTAL CARDS BUT WE WANT TO SEE TWO (2) VERSIONS FROM YOU. VERSION ONE: DO A POSTCARD WITH THE POSTAL INFO AND TEAM INFO ON THE BACK AND THE MAIN MESSAGE ON THE FRONT OF THE CARD. DO THE FOLLOWING MAIN MESSAGE CONTENT: SIMPLICITY ( this is the title and main message of the card) Do you understand everything in your investment statements When your investment statments come in the mail - would you rather not open the envelope? We think it shouldn't be that way. We only buy stocks, bonds, preferred shares, and stock indices for our discretionary clients. We don't buy mutual funds. We don't buy "structured financial products". We don't buy "wrap" accounts . Our clients own their stocks and all of their stocks pay dividends. Transparent. Proper. Simple. OUR TAG LINE WILL BE : THE RETURN OF BETTER RETURNS AT THE BOTTOM OF THE CARD, put the following which describes our services ( put a dot between each of the services) : discretionary portfolio managers ~ estate planning ~ insurance ~ credit & liquidity solutions ~ eldercare solutions & advice ~ family financial education ~ socially innovative investing ~ philanthropy ~ trustee & executor services ON THE BACK NEXT TO THE POSTAL INFO : Montgomery Asset Management of RBC Dominion Securities 900-45 O'Connor Street Ottawa, ON K1P 1A4 613.566.3566 http://www.montgomeryassetmanagement.com Brian L. Montgomery Portfolio Manager Olivia Jackson Associate Advisor Krista Brown Associate Advisor Alex Hadjisophocleous Research Associate ABOVE THE AREA WHERE THEY FILL OUT THEIR ADDRESS PUT: YES please email me for a time to meet (we'll pick you up and drop you off, give you lunch, and present our proprietary investment process on our wide screen TVs. ) name: ____________________________ email : ___________________________ phone: ____________________________ VERSION TWO (2) DO A COMPLETELY DIFFERENT VERSION OF THE ABOVE WITH A COMPLETELY DIFFERENT LOOK AND FEEL - GO CRAZY WITH THIS ONE - THE MORE "OUT OF THE BOX " THE BETTER . MANY OF YOU FINALISTS HAVE DONE VERY SIMILAR THINGS - WE WANT TO SEE STUFF THAT YOU WOULD NOT NORMALLY SEE IN THE FINANCIAL AND ACCOUNTING SETTING. USE THE SAME CONTENT BUT PRODUCE SOMETHING THAT WOULD LOOK MORE APPROPRIATE IN A DIFFERENT INDUSTRY !! HERE IS THE ORIGINAL BRIEF, WHICH WE WOULD LIKE YOU TO IGNORE FOR THE TIME BEING : THEME: DIFFERENTIATION AND VALUE - here are some lines of thought that we have come up with that will convey our thoughts. "your portfolio is calling, is anyone listening?" "Your portfolio needs more attention. Your portfolio at Montgomery Asset Management of RBC Dominion Securities? Finally working" When your investment advisor says " buy and hold", does he really mean " buy and forget'? "Can you really afford a lazy investment portfolio? " " Remember when investment advisors actually bought stocks? We still do!" "Isn't it better to buy stocks and get paid dividends then to buy some high fee wrap account ?" THEME - PROCESS - before we buy any stock we run the entire index through four technical filters. We then run the result through five research providers . We win by filtering out bad ideas. Our stocks tend to beat the sectors that they reside in. Week after week, month after month, year after year. This incremental outperformance adds real value to your portfolio. " The return of better returns" - (we like this for a tagline.....) "Montgomery Asset Management of RBC Dominion Securities : Great Process, Great People , Superior Results THEME : SIMPLICITY & TRANSPARANCY " Simplicity and Value, in a noisy, expensive investment world" " Do you really understand your investment statements" " When your investment statments come in the mail - are you afraid to open the envelope?" "For our discretionary clients, we only buy stocks, bonds, indices and cash. We don't buy mutual funds, we don't buy financially engineered products, We don't buy wrap accounts . " "We make sure you own your stocks, and they all pay dividends. Simple. Transparent. " THEME: - CHALLENGE THE CLIENT - "Has your portfolio seemed to have retired before you have? " "Tired of your portfolio lagging?" AT THE BOTTOM OF THE FLYER, OR IF ITS A 4 PAGE FLYER : put the following which describes our services : discretionary portfolio managers ~ estate planning ~ insurance ~ credit & liquidity solutions ~ eldercare solutions & advice ~ family financial education ~ socially innovative investing ~ philanthropy ~ trustee & executor services DETAILS : Montgomery Asset Management of RBC Dominion Securities 900-45 O'Connor Street Ottawa, ON K1P 1A4 613.566.3566 http://www.montgomeryassetmanagement.com Brian L. Montgomery Portfolio Manager Olivia Jackson Associate Advisor Krista Brown Associate Advisor Alex Hadjisophocleous Research Associate THE OFFER - (perforated bounceback card with postal info on the back) we'll pick you up and drop you off, give you lunch and present our client investment process on a wide screen TV. By all means, bring a friend if you like. "Yes - please book me for lunch at your offices in the next few weeks. you can call me for a convenient time" _________________name ________________phone number ____________________etc etc
We will upload files showing pictures, logos
Every design category has flexible pricing for all budgets. Postcard, flyer or print starts at $269.
Full copyright with production-ready files for digital and/or print.
It all began with a design brief.
A quick, interactive guide helped them understand their design style and captured exactly what they needed in their postcard, flyer or print.
Designers across the globe delivered design magic.
brian.montgomery collaborated with designers to refine their ideas
When design entries come in, you can rate them so designers know what you’re looking for in your logo design.
99designs has great collaboration tools so you can pinpoint and capture your ideas
And then… they selected a winner!
The design was beautiful and we had such a great time working with DigitalGene - he was kind, talented, and really brought our design to life in the modern way we had imagined. Highly recommend and much appreciation!
Along the way, they met lots of talented designers…
We think contests are a super fun way to get design.
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