“The pursuit of tomorrow’s winners, today”
TARGET AUDIENCE
B2B
60% IIROC
(securities licensed financial advisors serving the mass affluent Canadian retail investor. Examples, BMO Nesbitt Burns, Aligned Capital & Canaccord)
20% Family Offices
(either single or multi-family organizations with at least one licensed Portfolio Manager that Allocted to funds)
10% Institutional
(a broad category to us that includes any organization with a “fund of funds”, a smaller pension, foundation or endowment)
10% PMAC
(specifically less than $1B under advisement licensed Portfolio Manager shops that Allocate to funds)
ABOUT US
We bring investment industry allocators and emerging managers together
“The pursuit of tomorrow’s winners, today”
Arbutus s Partners provides third party marketing services to established allocator contacts for emerging asset managers looking to access the IIROC retail brokerage market, family offices, investment counsellors and small institutional accounts in Canada.
Our consultative in person approach with allocators looks for opportunities to solve issues and build better investor portfolios
OUR CONCEPT
All-together: industry allocators and emerging managers
AGE GROUP
Generally, age 30 – 65,
75% Male, 60% Boomers/30% GenX/10% Millennials
Offering Memorandum products
There are ~300 Allocators in Canada if Arbutus only represents Private funds
“open end” funds
Our business is also designed to represent 100% “open end” funds that Allocators can purchase on an ongoing basis
