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.
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.
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.
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.
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.
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.
APPENDIX

8.
VALUE TO CLIENTS

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.