Reach more Windsor-Essex business owners.
We identified local business owners who may need help connecting their business success with retirement, estate and personal wealth planning.
Hey, Fred's Farm Fresh!
Before next quarter's plan locks in.
Request a reviewScan your
personalized offer
wiser-wealth.ca
Hey Fred's Farm Fresh,
Business Wealth Review
Scan for a personalized overview built for your company.
Fred's Farm Fresh
Yotru targets CFOs and controllers, mails a credible offer, and shows who engaged while the card is still on the desk.
Role and account filters around who you close.
Company-named cards that feel intentional.
Call while interest is still live.
Use case 1
Reconnect dormant prospects with personalized outreach that brings qualified opportunities back into your sales pipeline.
Hey Fred's Farm Fresh,
A quick note for your finance team.
Scan your unique code
wiser-wealth.ca
Use case 2
Launch timely campaigns around tax, investment, and budgeting periods when buyers are actively evaluating solutions.
Hey Metro City Paving,
Show up when budgets and priorities are already on the table.
Scan to schedule a short planning conversation.
wiser-wealth.ca
Scan your unique offer
Book a planning call
Want a full report on how this would look for Wiser Wealth Management?
Or book a strategy callSample accounts and messaging ideas, not a final list. Your Campaign Plan refines these for your business.
Fred's Farm Fresh
Fred Bouzide, Founder & Owner
Metro City Paving
Frank Brunetto, President / Owner
The Floor Store
Michael Moran, Owner
Company | Contact | Business signal | Why it fits |
|---|---|---|---|
| Fred's Farm Fresh | Fred Bouzide, Founder & Owner | Family-owned Windsor business founded in 1972 | Founder remains involved after 50+ years, creating strong retirement-planning relevance |
| Metro City Paving | Frank Brunetto, President / Owner | Family-owned Windsor company operating 40+ years | Mature private company with potential succession and estate-planning needs |
| The Floor Store | Michael Moran, Owner | Ownership transitioned from previous generation in 2020 | Clear example of family-business succession and intergenerational planning |
| Elmara Construction | Mike Quaggiotto, President | Family-owned Windsor construction company established in 1964 | Long-established private enterprise with significant accumulated business value |
| J&B Auto Recyclers | Max Winkler, Family Owner | Family-owned Windsor company operating since 1975 | Multi-generation business with expansion and ownership-planning considerations |
Or mail a list you already have
Recent campaign
27%
Unique QR scan rate: prospects who actually opened the mail and followed through.
Fully managed
Creative, print, postage, and QR tracking. One campaign, handled end to end.
Delivered through trusted postal networks in the US and Canada.
About
36×
more responses than email on personalized postcard campaigns.
Physical mail cuts through inbox noise, and every card carries a unique QR.
When finance leaders get a personal postcard and your team follows up on scans, reviews and deal conversations move without more cold email.
Overview
Pipeline this month
$23,870
Full-service outbound mail. Everything you need, handled end to end.
Zaki Usman
Co-Founder
What happens next
Standard campaigns start around $0.94 per postcard, including print and postage. Exact pricing depends on list size, format, and personalization. Your free Campaign Plan outlines a sensible first wave for Wiser Wealth Management.
Most campaigns go from kickoff to mail in 2-3 weeks. Rush production is available for larger programs.
No. Upload a CRM export or we can help build a qualified account list from your ICP. Your Campaign Plan shows example accounts we'd start with.
Yes. Wiser Wealth Management signs off on copy, design, and the offer before we print. The mockup on this page is a first concept; we refine it together before production.
Most first waves start at a few hundred postcards, enough to test an account segment with real scan data. Your Campaign Plan recommends a sensible starting size for Wiser Wealth Management.
