CIBC Investor's Edge is a self-directed investing platform serving a broad range of retail investors — from first-time traders to active, high-frequency users. The platform carried years of legacy UI patterns that were inconsistent, hard to navigate, and misaligned with a major brand refresh.
As Senior Visual Designer, I led the design work across web and mobile, translating the updated brand identity into a consistent operational design process. The work covered complex multi-step financial workflows, an enterprise design system rollout, and several net-new feature experiences.
Key projects included a full platform revamp following a brand refresh, a redesigned client onboarding flow, improved portfolio performance views, and the opt-in experience for a new stock lending feature.