Financial Services and Investments October, 2013 WordPressWooThemes CanvasCustom child themeCustom post types and fields

Pinnacle Wealth Brokers

Pinnacle Wealth Brokers is a Canadian financial services company that specializes in helping financial advisers find private investment opportunities in real estate, insurance, mortgages, industrial projects, etc. for their clients. I made a custom WordPress business theme and in the WP admin backend, I built several enhancements to help manage their extensive company information using custom post-types and custom fields metaboxes.

The Pinnacle Wealth Director hired me to build a new corporate site to replace the company’s old website which was not professionally done and did not befit their fast-growth company status nor their wealthy clientele. I made a custom designed WordPress business theme using a child theme of Woothemes Canvas. I worked closely with the Director’s suggestions over a few iterations of the design, until he was happy with the result. In the WordPress admin backend, I built several custom post-types and metaboxes to help manage the company’s large information about partner companies, videos, services and the many representatives in Canadian provinces and cities. I also built the website to be responsive for optimized display in mobile devices. NOTE: The company has re-designed their website.

Custom fields built for easy management of content in the WordPress editor.

Summary

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Pinnacle Wealth Brokers is a Canadian financial services company that specializes in helping financial advisers find private investment opportunities in real estate, insurance, mortgages, industrial projects, etc. for their clients. Pinnacle Wealth Brokers is one of the 50 fast-growth companies in Canada.