A calm, clear website for a Canadian wealth management firm
Picture someone who just sold the family business, or the house they raised their kids in. They have a lot to think about. They want someone they can trust with it. Before they ever call, they will read your site, slowly, more than once.
What do they want to find? Who you are. How you work. What the first talk looks like. And a simple way to ask for one.
That is what a wealth management site should do. It should feel calm. It should be clear. It should never shout.
A site with a quiet voice
The Wealth Management starter is a full website for advisors and their teams. It has a page for each service you offer, in your words. It has a page for each person on your team, with the real names and background you give us. It has a short form for a first talk, and each request goes to the inbox you name.
We do not write advice, claims or numbers for you. Your pages say what you tell us, and nothing more. If a page needs a notice that fits your firm, you give us the words.
You can see one look the starter can have on our demo, Meridian Wealth Group. Meridian is a made-up firm we run as a demo. It shows extras like a fit quiz and planning tools. Those are shown on the demo and are not included unless they are on your Launch list.
Four tools, set up and tested with you
The code is free and open. Anyone can clone it for $0. A Launch is when we build it out with you, live.
A Launch is $2,500 CAD, plus GST, paid once. You get two hours with one of our people. If you want each of these, we set it up and test it with you:
- Booking for a first talk. We connect your Google or Microsoft calendar. We set the kinds of meetings you hold and your hours. We make one real test booking together.
- Payments, if you charge a planning fee. Money goes to your own Stripe, PayPal or Square account. We never hold it.
- A private client portal. Clients sign in with a code we email them. They can see their meetings, invoices and the files you share.
- One contact list. Every form, booking and payment becomes a contact. We bring in the people you already work with.
A chat box is there if you want it. It only answers from facts you approve. If it does not fit how you work, leave it off. There is no online store in this starter. It is not that kind of site.
Small changes without a web person
Firms change slowly, but they do change. A new partner joins. You move to a new office in town. You add a talk for clients in the spring.
After Launch, you make those changes yourself. You tell the site what you want, in plain English, like a text message. Type "add our new office address on the contact page." Or type "add a page for our spring client evening, with this date and this text." That way of building is called vibe coding. On the call, you make one real change like this with us there.
We also teach you the visual editor. It lets you click on a word and fix it in place. It is good for a typo or a new phone number.
What stays yours
Your site runs in your own Replit account. We charge $0 a month. Your host bills about $20 US a month for use. That is the host's bill, in US dollars. Our prices are in Canadian dollars. You own the code and can leave any time with a full copy.
We also walk you through your own admin. You will see where each booking, request and payment lands. Your name, logo and colours go up as you send them. It works on a phone. Client words go up only with their permission.
Where to go from here
Read more about the Wealth Management starter, or start your Launch. If you would like to talk it through first, book a free call. You can also type your web address on See what you'd get to see what a Launch would set up for your firm.