Strategic MarComm for Wealth Management

The story your
strategy deserves.

Most wealth management firms and independent advisors have something genuinely worth saying: real performance, hard-won client relationships, a depth of expertise that took years to build. What's harder is finding a partner who understands this industry well enough to turn all of that into an integrated storyline that carries through every channel and resonates with the people it's meant to reach. That's what we do.

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What we do

Brand. Content. Campaigns.
Communications. Events.

We don't see these as separate tactics, but as one connected messaging strategy. The thread that ties your story to your growth. Every engagement is built around the challenge in front of you, whether that's strengthening your brand voice, nurturing client engagement, retaining clients, or attracting new prospects.

Brand Strategy & Value Proposition

Developing your narrative: value proposition, positioning, story. What every campaign and conversation builds on. We go beyond taglines to uncover the story only you can tell.

Go-to-Market Strategy & Execution

Integrated campaigns from brand awareness to measurable activation. From strategy to execution, we develop the sales collateral, advisor resources, and client-facing materials so every launch lands with impact. Built with purpose, not guesswork.

Thought Leadership & Content Strategy

Content strategy aligned to your priorities and tied to a coherent growth narrative. We'll find your space, build your brand across channels, and grow your share of voice in the market. Not disconnected tactics, but a platform that builds real authority.

Integrated Communications Strategy

Whether it's a major business announcement, an organizational change, a leadership transition, or a crisis that needs reputation management, we work together to say the right thing to the right people. We'll build the strategy, messaging, and content that keeps every audience informed, engaged, and confident.

Social Media Strategy & Content

Elevating your social presence: from social media audit to strategy, content development, and publication plan, we'll work with you to enhance your brand presence.

Event Programming & Experiences

Event programming and marketing for in-person and virtual events. We'll design your agenda and create experiences that foster belonging and drive real business conversations.

Who we work with

Built for businesses at an inflection point.

Wealth & asset managers

Wealth management firms and asset managers, at a point of growth or transformation.

Wealth solutions providers

Adjacent providers — estate planners, family lawyers, accountants, and fintechs — who need to build credibility and brand presence with high net worth clients and the advisor networks that sustain their growth.

Independent advisors

Independent advisors who want to build a brand presence that sets them apart from their peers.

Our clients are CMOs, SVPs, Managing Directors, and entrepreneurial advisors — leaders who need a senior strategic partner who can activate quickly, work alongside their team, and deliver at the level their business demands.

If you need a strategic marketing and communications consultant who understands the nuances of this industry, the regulatory landscape, and what actually moves the people you're trying to reach, we'd love to hear what you're working on.

Wealth Management Asset Management Private Wealth Wealth Solutions

The person behind Thread

A Partner with Deep
Industry Experience.

Hi there,

I'm Evelyn. With two decades at one of Canada's leading independent wealth management firms, I know what good marketing looks like when the stakes are real. I understand what it takes to build alignment across a complex organization, and how to translate that into communications that move people to act.

I believe in engaging audiences on an experiential level: through great storytelling, personalized interactions, and shared experiences. It's a philosophy I bring to every engagement.

I founded Thread to be the strategic marketing and communications partner I wanted when I was on the inside. Someone who works closely with senior leaders, brings strategic clarity, and connects brand, content and campaigns into one coherent voice. It's how we help you turn strategic objectives into results that reflect growth.

We'll help you find the story your business has earned.

EF [ portrait ]
Evelyn Fernandez · 4:5
warm, natural light

"I know this industry from the inside: the language, the pressures, the audiences, and what it actually takes to earn the trust of the people you're trying to reach. Not from studying it. From living it."

Evelyn Fernandez · Principal & Founder

How we work

The right expertise for
every engagement.

Thread is built to flex. Depending on what a project calls for, we bring in trusted professionals — videographers, designers, copywriters, or creative directors — partners who share our values and our commitment to high standards.

Senior strategic leadership at the centre. The right hands around the table. No unnecessary overhead. Just the expertise your project actually needs, assembled around a clear brief and a single accountable lead.

A different kind of engagement

Fractional marketing leadership.

Seasoned MarComm leadership to set the direction and own the outcomes, without the overhead of a permanent hire.

Evelyn is available in a fractional MarComm leadership capacity: embedded with your team, present in your leadership conversations, and working at the level your business demands.

[ photo / motion ]
Evelyn in a work setting
3:4 · natural light

In the room

Results that speak

Marketing that moves
real numbers.

>300

Marketing qualified leads attracted within 12 months — 85% above target — through a 360° integrated campaign

$1B+

AUM milestone enabled through refreshed HNW brand value proposition, positioning, content strategy, client experience and sales enablement

92%

Advisor satisfaction on content and experience for programming at a National Wealth Summit

"Evelyn brings deep expertise in wealth and asset management, paired with a rare ability to see both the big picture and the smallest of details. She blends strategic vision with creative execution in a way that appears effortless, grounded in discipline, sharp insight, and a genuine passion for excellence."

Reggie Alvares — President, Sun Life Financial Investment Services

"Evelyn played a critical marketing leadership role in re-establishing IPC's external brand presence. Her integrated campaign delivered strong differentiation in-market, resonating with prospective advisors and senior leadership alike — on time, on budget, and exceeding expectations across every metric."

Meredith Malloch — VP Marketing, Corporate Channel & AI Transformation, IG Wealth Management

Let's work together

Ready to find
your thread?

Whether you're building something new, refining what you have, or figuring out where to start — let's have a conversation. No pitch decks. Just a thoughtful discussion about where you are and where you want to go.

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Thank you — your message has been sent.
I look forward to connecting with you soon.

hello@threadco.ca · 416-726-9332

Serving clients across Canada

The story yourstrategy deserves.

Brand. Content. Campaigns.Communications. Events.