1. Smart investing made simple.

2. Wealthsimple is Canada’s fastest growing online
investment manager. We make smart investing
easy, low-cost, and transparent.

3. About me
- Wealthsimple
- 1000memories (Ancestry.com)
- McKinsey
Mike Katchen, @mkatchen

4. The problem
THEN NOW
Full service
• High fees
• High minimums
• “Service” oriented
Online brokerage
• Low fees
• Low minimums
• No advice
Wealthsimple
• Low fees
• Low minimums
• “Light” advice

5. V1: MVP
• Constructed a “portfolio
builder” in excel in 3 hrs
• Shared with 10 friends
• Feedback: needs
performance tracking to
be useful

6. V2: SteadyUp
• Monthly instructions on
what to buy / sell
• Added portfolio tracking
• Feedback: “please just
do it for me”

7. V3: Wealthsimple
• Smart investing, simple
experience, and
dedicated support
• Business model:
0.35-0.5% of assets
• $5,000 minimum

8. Press & awards

9. 30% WoW growth in funded accounts since launch
0
56
113
169
225
9/13/2014 9/27/2014 10/11/2014 10/25/2014 11/8/2014 11/22/2014 12/6/2014
Lunch & Learns
CIX Top 20
API for “Instant”
onboarding
Techvibes Top20
ON/BC Launch
Group RRSP (beta)
Automated back-office
“Dropbox” referrals
Responsive
onboarding
Mobile apps beta
(iOS & Android)
Quebec, Alberta,
Manitoba launch

10. • Head of Ancestry Canada
• Marketing and Product, 1000memories
• McKinsey & Co. financial services
• “Mover of the Month” by Financial Post
Michael Katchen, Founder & CEO
• Co-founder, 1000memories, YC alumni
• Director of Product, Ancestry, Stripe
• McKinsey & Co. financial services
• Rhodes Scholar
Brett Huneycutt, COO
Team
• Co-founder, 1000memories, YC alumni
• Wieden+Kennedy creative
• Launched award winning campaigns for
Apple, Levi’s, Focus Features
Rudy Adler, Designer
• Engineer, 1000memories, Ancestry
• Mobile developer at AOI Pro in Tokyo
• Computer Science at Colby College
Peter Graham, Engineer
• Director or Marketing, Conversion Media,
Powered by Search
• Founder, Marketers without Borders,
Marketers Unbound
Alex Rascanu, Marketing Director
• Hacker School and HackLab.TO
• Ladies Learning Code
• Engineer, Virgin mobile, Konrad Group
Kate Murphy, Engineer
• Investment Advisor, RBC DS, shared
$300MM book
• Canadian Investment Manager (CIM)
• President of Student Council, Huron
Dave Nugent, CIO & CCO
• Founder, Genius Scan, mobile scanning app
with 15MM downloads and 2MM MAUs
• Engineer, 1000memories, Ancestry, Amazon
• MS in Computer Science
Bruno Virlet, CTO (pending)
• Sales assistant at Raymond James
• Business Marketing at George Brown
• Canadian Securities Course Candidate
Kayla Wilson, Associate Wealth Concierge
• First designer, Wattpad
• Lead designer, Wave Accounting
Huda Idress, UX Designer

11. • Former Dean, Rotman Business School
• Former co-head of Monitor Company
Roger Martin
• CEO, Ceridian HCM
• Founder of Dayforce and Workbrain
David Ossip
• SVP at Salesforce.com
• Co-Founder, Rypple
• Managing Partner, Impression Ventures
• Managing Director, Next36 Ventures
Christian Lassonde
• President, Bionym
• Former COO, Top Hat, Top Prospect
Andrew D’Souza
Dan Debow
• Chair in Value Investing at the Rotman
• Founder of the Easy Chair Portfolio
Prof. Eric Kirzner
• Former CEO, Assante Wealth Management
• “Person of Influence of the Decade”
Joseph Canavan
• Managing Partner, Impression Ventures
• Former Managing Partner, Bryker Capital
Bryan Kerdman, Advisor
Our advisors are tech and finance icons

12. Recap
- Build the simplest MVP possible
- Iterate fast using data and feedback
- Build an awesome team

13. We’re hiring!
Get your first $5,000 managed free:
wealthsimple.com

14. Questions?