ceridian fireside chat with wealthsimple

Canadian companies limit their own potential by dreaming small. Let’s change that!

About me

- Wealthsimple - Ancestry.com

- 1000memories - McKinsey

Mike Katchen, @mkatchen

Beer inputs (global ranking): Canada vs. Mexico

Canada

4thWater

Barley 7th

Mexico

26th

N/A

Canada has all of the makings of a global leader, yet chooses to be a loser.

Beer production: Canada vs. Mexico

Beer production 2012 (million hectolitres)

Canada Mexico

19.5

82.5

Top international rankings for Canada (Wikipedia)

1. Dreams 2. Government

3. History

Why?

“Canada is the most comfortable country in the world. You are nice people, but you are not a trading nation.”

- Boris Rousseff, European Trade Expert

Big dreams

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

easy, low-cost, and transparent.

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

The global opportunity

Years to $1T

20Vanguard

Blackrock 15

Current AuM

Online advice 10E

$2.5T

$4.6T

$14B

Success stories

Beliefs

• Canada's tech sector sits at an inflection point

• We will either step up and play a major role in the global landscape fall somewhere into the middle of the pack

• If we can do it in financial services, a highly regulated industry with an entrenched oligopoly and massive consumer trust barrier, then you can do it to

Dayforce Ceridian

1. What is behind your success? 2. Where could you have bigger dreams?

3. What can other companies learn from you?

Questions?