bmo wealth institute quarterly report

DESIGN + PRODUCTION. working directly with the Director of Wealth Planning Publications, we create quarterly reports (multi-page) with several detailed charts. the challenge is to keep the formatting clean, while keeping some visual interest, as the reports are copy heavy. the other challenge is to use the applications (ie: chart bars in illustrator, chart copy in indesign) efficiently so they can be formatted quickly – but also modified for the french and US versions. produced in english and french. 2 US versions are also produced (wealth management and global asset management lines of business.) the project also includes (generally) single page toolkits for internal clients (sales).