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Wealthsimple pitch 20141019

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Wealthsimple pitch 20141019

  1. 1. THE INVESTMENT INDUSTRY IS TRANSFORMING Industry transformations by decade 1980s Mutual funds transform the way investors save for retirement 1990s 2000s 2010s Discount brokerage creates an easy, low cost solution for DIY investors ETFs become a credible, low-cost, liquid alternative to mutual funds Online solutions democratize access to sophisticated investment management
  2. 2. WHAT WE DO WealthSimple is a technology-driven investment manager. We target young professionals that want a smarter and simpler way to invest their savings. ! We invest clients’ assets in a fully-diversified portfolio of ETFs based on their risk profile. Clients can sign up, fund an account, and track performance via web or mobile device. ! We charge 35-50 bps on assets (a lot less than everyone else). Our clients range from 19-74 years old and we currently service accounts of all sizes ($5,000, $500,000, and $5,000,000+).
  3. 3. THE CANADIAN MARKET OPPORTUNITY Wealthsimple fills a massive gap in a $1.3T market Full-service ~$1T Self-directed ~$0.3T Low fees Low minimums “Light” advice High minimums High fees “Service” oriented Low fees Knowledge hurdle No advice
  4. 4. US CASE EXAMPLE Wealthfront: $0 to $1B in 2 years - US market leader for online “light advice” - Added >$1B in 2014: now at almost $2B - One of several US players with >$500MM in assets
  5. 5. Michael Katchen, Founder & CEO • Head of Ancestry.ca, VP at 1000memories • McKinsey & Co. financial services practice • Named one of the “500 people that will define the next 12 months” by Askmen Brett Huneycutt, COO • Co-founder, 1000memories • Director of Product, Ancestry.com and Stripe • McKinsey & Co., financial services • Rhodes Scholar Dave Nugent, PM & CCO • Investment Advisor, RBC Dominion Securities with shared $300MM book • Canadian Investment Manager (CIM) • President of Student Council, Huron Peter Graham, Engineer • Engineering, 1000memories and Ancestry.com • Computer Science at Colby College • Mobile intern at AOI Pro in Tokyo Rudy Adler, Product Design • Co-founder, 1000memories • Wieden+Kennedy creative • Launched award winning campaigns for Apple, Levi’s, Focus Features Kate Murphy, Engineer • Hacker School and HackLab.TO • Ladies Learning Code • Engineer at Virgin mobile, Konrad Group OUR TEAM Prof. Eric Kirzner, Investment Committee • John H. Watson Chair in Value Investing at the Rotman School of Business • Author of 13 books on investment finance • Founder of the Easy Chair Portfolio Joseph Canavan, Executive Chairman • Former CEO, Assante Wealth Management • Founder, Synergy and GT Global • “Person of Influence of the Decade” at the Canadian Investment Awards 2004
  6. 6. CLIENT ACQUISITION Target market: Young professionals, 25-45 years old. Top income decile but don’t yet have the required assets to hire traditional advisors. Influencers Product Partners High quality content drives organic traffic ! Referral rewards encourage word of mouth (e.g., Dropbox) ! Focus on optimizing conversion funnel Branded and white label partnerships for small accounts ! Distribution partners that reach target segments: law firms, universities, etc. Not sharing at this time… sorry
  7. 7. APPENDIX
  8. 8. VALUE TO CLIENTS
  9. 9. Disclosures Wealthsimple Financial Inc. is registered as a Portfolio Manager in Ontario and British Columbia. Securities in your account are protected up to $1,000,000 CDN. See www.cipf.ca for more details. ! Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. We do not provide financial planning services to individual investors. Read our Full Disclosure at wealthsimple.com/legal/.disclosure. ! Copyright 2014 Wealthsimple Financial Inc.

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