What people are saying.

“CTO called the Client Portal UX ‘best-in-class.’ Advisors literally applauded during the demo. That says it all.”

— Stakeholder on Client Portal project, Worldsource
“Very easy — 100× better and more intuitive than the current platform.”

— Client feedback on Client Portal project, Worldsource
“Kay gave me the confidence to take the next step in my career. I couldn’t have done it without her mentorship.”

— Direct report, Hootsuite
“I greatly appreciated everything you brought to the table... your positive demeanour, focus on what's best for the user, and determination to deliver will surely lead to great outcomes.”

— VP Digital Experience, Aviso Wealth
“Kay continues to be a star performer, taking on an active leadership role – within the department and project teams. Kay is proactive, hard-working, and respected by her peers/others. She is extremely knowledgeable about design, as well as our business.”

— VP Marketing, Communications & Digital Experience, Qtrade
“Thank you for being such an amazing mentor, for all the positivity, smiles, and energy you bring to the team — they make everything run smoother and lighter.”

— Direct report, Aviso Wealth
“Kay is a rockstar! Thanks a ton for your feedback and guidance on Model Portfolio designs and for being a champion.”

— Direct report, Worldsource
“Kay is awesome! She’s always there when things get a little twisty. Her feedback and brainstorming sessions are super helpful.”

— Direct report, Worldsource
"The way Qtrade designed its landing page for clients who have just logged in helps explain its dominance... There's an attention to client-friendly detail at Qtrade that other brokers don't match."

— Rob Carrick, The Globe and Mail
“Qtrade Investor led the pack on user experience... continues to make strides in letting users customize their usage experience.”

— Jonathan Chevreau, MoneySense
“Really nice work on the public sites and your ongoing efforts on the client portal. You’re building a really strong foundation for these important projects.”

— Peer, Worldsource

What people are saying.

“CTO called the Client Portal UX ‘best-in-class.’ Advisors literally applauded during the demo. That says it all.”

— Stakeholder on Client Portal project, Worldsource
“Very easy — 100× better and more intuitive than the current platform.”

— Client feedback on Client Portal project, Worldsource
“Kay gave me the confidence to take the next step in my career. I couldn’t have done it without her mentorship.”

— Direct report, Hootsuite
“I greatly appreciated everything you brought to the table... your positive demeanour, focus on what's best for the user, and determination to deliver will surely lead to great outcomes.”

— VP Digital Experience, Aviso Wealth
“Kay continues to be a star performer, taking on an active leadership role – within the department and project teams. Kay is proactive, hard-working, and respected by her peers/others. She is extremely knowledgeable about design, as well as our business.”

— VP Marketing, Communications & Digital Experience, Qtrade
“Thank you for being such an amazing mentor, for all the positivity, smiles, and energy you bring to the team — they make everything run smoother and lighter.”

— Direct report, Aviso Wealth
“Kay is a rockstar! Thanks a ton for your feedback and guidance on Model Portfolio designs and for being a champion.”

— Direct report, Worldsource
“Kay is awesome! She’s always there when things get a little twisty. Her feedback and brainstorming sessions are super helpful.”

— Direct report, Worldsource
"The way Qtrade designed its landing page for clients who have just logged in helps explain its dominance... There's an attention to client-friendly detail at Qtrade that other brokers don't match."

— Rob Carrick, The Globe and Mail
“Qtrade Investor led the pack on user experience... continues to make strides in letting users customize their usage experience.”

— Jonathan Chevreau, MoneySense
“Really nice work on the public sites and your ongoing efforts on the client portal. You’re building a really strong foundation for these important projects.”

— Peer, Worldsource

“CTO called the Client Portal UX ‘best-in-class.’ Advisors literally applauded during the demo. That says it all.”

“Very easy — 100× better and more intuitive than the current platform.”

“Kay gave me the confidence to take the next step in my career. I couldn’t have done it without her mentorship.”

“I greatly appreciated everything you brought to the table... your positive demeanour, focus on what's best for the user, and determination to deliver will surely lead to great outcomes.”

“Kay continues to be a star performer, taking on an active leadership role – within the department and project teams. Kay is proactive, hard-working, and respected by her peers/others. She is extremely knowledgeable about design, as well as our business.”

“Thank you for being such an amazing mentor, for all the positivity, smiles, and energy you bring to the team — they make everything run smoother and lighter.”

“Kay is a rockstar! Thanks a ton for your feedback and guidance on Model Portfolio designs and for being a champion.”

“Kay is awesome! She’s always there when things get a little twisty. Her feedback and brainstorming sessions are super helpful.”

"The way Qtrade designed its landing page for clients who have just logged in helps explain its dominance... There's an attention to client-friendly detail at Qtrade that other brokers don't match."

“Qtrade Investor led the pack on user experience... continues to make strides in letting users customize their usage experience.”

“Really nice work on the public sites and your ongoing efforts on the client portal. You’re building a really strong foundation for these important projects.”

“CTO called the Client Portal UX ‘best-in-class.’ Advisors literally applauded during the demo. That says it all.”

“Very easy — 100× better and more intuitive than the current platform.”

“Kay gave me the confidence to take the next step in my career. I couldn’t have done it without her mentorship.”

“I greatly appreciated everything you brought to the table... your positive demeanour, focus on what's best for the user, and determination to deliver will surely lead to great outcomes.”

“Kay continues to be a star performer, taking on an active leadership role – within the department and project teams. Kay is proactive, hard-working, and respected by her peers/others. She is extremely knowledgeable about design, as well as our business.”

“Thank you for being such an amazing mentor, for all the positivity, smiles, and energy you bring to the team — they make everything run smoother and lighter.”

“Kay is a rockstar! Thanks a ton for your feedback and guidance on Model Portfolio designs and for being a champion.”

“Kay is awesome! She’s always there when things get a little twisty. Her feedback and brainstorming sessions are super helpful.”

"The way Qtrade designed its landing page for clients who have just logged in helps explain its dominance... There's an attention to client-friendly detail at Qtrade that other brokers don't match."

“Qtrade Investor led the pack on user experience... continues to make strides in letting users customize their usage experience.”

“Really nice work on the public sites and your ongoing efforts on the client portal. You’re building a really strong foundation for these important projects.”