Smart investing made simple.

Wealthsimple is Canada’s fastest growing online investment manager. We make smart investing

easy, low-cost, and transparent.

About me

- Wealthsimple - 1000memories (Ancestry.com)

- McKinsey

Mike Katchen, @mkatchen

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

V1: MVP

• Constructed a “portfolio builder” in excel in 3 hrs

• Shared with 10 friends

• Feedback: needs performance tracking to be useful

V2: SteadyUp

• Monthly instructions on what to buy / sell

• Added portfolio tracking

• Feedback: “please just do it for me”

V3: Wealthsimple

• Smart investing, simple experience, and dedicated support

• Business model: 0.35-0.5% of assets

• $5,000 minimum

Press & awards

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

• 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

• 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

Recap

- Build the simplest MVP possible

- Iterate fast using data and feedback

- Build an awesome team

We’re hiring!

Get your first $5,000 managed free: wealthsimple.com

Questions?