Case Study: Cardinal Point Client Appreciation

Colin Macdonald • July 30, 2024

The Challenge

Since 2003, GAVIN Hockey Wealth Specialists managed the financial and business affairs of professional and retired hockey players. To add additional expertise and to service their future growth, the firm combined with Cardinal Point Wealth Management in June 2024.

 

To celebrate the merger and to share their excitement with their clients and centres of influence, the team wanted to provide an elevated gift that matched the professionalism of their new brand, Cardinal Point Athlete Advisors.

 

They needed our team to help execute their vision and lead the kitting, fulfillment and delivery of each gift, with white glove service.


The Collaboration


With an audience of athletes and summer quickly approaching the goal was to find functional premium items that their clients would actually want and would get put to use right away.


We decided on a high-end eco-conscious laser etched water bottle from Miir and

a quality breathable Ahead athletic hat that could be worn in the gym, on the course or comfortably while out and about.


The team also hoped for each individual to enjoy an elevated reveal experience, so we customized a premium magnetic box that showcased the product well and provided the desired effect upon receipt.

The Result

After 100% accurate delivery to every client, the feedback has been very positive.


We were excited to hear:


A lot of box love.


The hats are on point and fit really well.


Best water bottles we've ever had.


The clients were welcomed to the Cardinal Point Athlete advisor brand in style.


 

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