Expertise

Investment Advisor Relations

A comprehensive investor relations plan should include strategies to reach an influential and growing audience of investment advisors. In Canada alone, there are 100,000 financial advisors1, managing assets that are expected to reach C$2.6 trillion in 20242

Advisors are overwhelmed with investment ideas, creating intense competition for mindshare. We use our deep knowledge of this audience and extensive network to position your company’s story the right way – and we put it on the radar of the right financial advisors through multiple channels. These advisors trust us to provide compelling investment ideas, management access for due diligence, and ongoing information to inform their investment decisions.

Our services include:

  • Developing a compelling narrative and material that helps your company stand out
  • Introducing your company to our network of advisors through multiple channels, including virtual and in person meetings
  • Providing advisors with ongoing updates on your company’s progress
  • Generating unbiased feedback
  1. https://www.theglobeandmail.com/business/article-sro-ontario-financial-advisor-accreditation/ ↩︎
  2. https://www.statista.com/outlook/fmo/wealth-management/financial-advisory/canada ↩︎