Open Concept Financial Group
Open Concept Financial Group, located in Markham, Ontario, is a leading advisory firm offering integrated financial and insurance solutions. Serving business owners, families, professionals, and retirees, they simplify wealth management through their holistic "Whole Family Wealth Method™." This team-based approach ensures every financial decision is clear, intentional, and aligned with what matters most to each client.
About the Brand
No Organic Visibility: The firm had almost no presence on search engines for key terms. Potential clients searching for "financial advisor in Markham" or "retirement planning Ontario" were not finding them.
Lack of Qualified Traffic: Without search visibility, the website received very little traffic, and the traffic it did get was not from individuals actively seeking financial advisory services.
The Conversion Problem: The most significant challenge was a complete lack of inquiries coming through the website. It was a digital asset that wasn't producing any measurable return or leads for the business.
Google Ads
A focused pilot campaign tested high-intent terms like "fiduciary financial advisor," providing insights on user interest and behavior.
Analyzing ad performance data revealed which messaging aligned best with local searchers, shaping future strategy.
Geo-targeting refined the ad reach, ensuring budget was spent only on users located within the firm’s service area.
SEO
Local SEO efforts, including profile optimization and citation building, helped Open Concept rank for key searches like "financial planner Markham."
Detailed service page content and targeted keywords led to a steady rise in qualified organic traffic and improved local visibility.
Technical improvements ensured smooth site performance, making it easier for search engines to crawl and index content effectively.
The strategy was to build a foundation for long-term growth through SEO, while using a targeted, experimental Google Ads campaign to test messaging and gather immediate data.
Google Ads Strategy Launched a targeted Google Ads campaign in the Greater Toronto Area, focusing on high-intent terms like “fiduciary financial advisor.
Google Ads Strategy The campaign aimed to gather data by analyzing CTRs, search queries, and user behavior to refine messaging and identify drop-off points.
SEO Strategy Focused on local SEO by optimizing Google Business Profile and building citations to boost visibility in Markham’s financial services market.
SEO Strategy Rewrote titles, meta descriptions, and content to target local high-value keywords like “financial planner Markham” and “family wealth planning Ontario.”
SEO Strategy Expanded core service pages with detailed, informative content to address client questions and strengthen the firm’s authority and credibility.
SEO Strategy Expanded key service pages with helpful content to answer client questions and boost authority, trust, and search visibility.
Unlock Peak Performance.
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"Consistent Growth Through Search and Ads"
Saitech Inc
Saitech Inc. is a U.S.-focused IT procurement provider offering enterprise servers, AI/ML hardware, networking, storage, and office equipment. Their e-commerce platform features trusted brands like Dell, Cisco, and NVIDIA. ISO 9001:2015 certified, Saitech supports government contracts, education, and diversity supplier programs, serving public sector, federal, state, and corporate clients with efficiency, compliance, and reliability.
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