Business Plan

Target at least $10 million in year 1

 Planned Approach for building assets for Wealth
Management
• PE/ VC Infusion in companies • Target corporates for surplus liquidity management.
• Stake Sales • Financial Assets based Lending.
• Network with CPA, Auditors • Target Small Business owners
• Network with Law Firms
• Target Senior Management of Toronto’s Fastest Growing
Companies
• Company Promoters in Toronto’s Co- Working Spaces
• Target Top Management of Toronto’s Top 100 employers
• Target Top Management of VC/PE Firms
• Doctor List Toronto
• Network with Commercial Banking Team for Lead flow
• McKinsey Network
• Target Promoters of Companies with Large Lending Facilities
for set up of Trusts/Estate Planning
• Target Promoters of Companies with Large Paid up capital for
setup of Trusts/ Estate Planning
 Online sources of Data for AUM building
• Canadian Venture Capital and Private Equity Association - CVCA
• www.crunchbase.com
• Linkedin
• Tracxn
• CB Insights
• Hockeystick.co
• www.ratemds.com
• www.yellowpages.ca
 The “how” of building clients

• Cold Calling • Engage with other divisions of the branch like insurance,
mortgage teams for referrals.
• Extensive use of Linkedin
• Gather data of clients who might have Credit card,
• Attend networking events e.g. Techtoronto Mortgage, Business account, insurance relationships but
• Engage with Real Estate representatives for leads no Wealth Management relationship with CIBC.
• Presentations on Wealth Management to promoters and
employees of Small/ Medium sized businesses
• Try to create win-win with centers of influence like CPA/
Auditor/ Law firms for referrals
• Try to engage and create win-win with business
development reps. of other firms like Salesforce.com
 Target Top Mgmt. of VC Firms in Toronto and companies they have funded
Source: CVCA

• Arctern Ventures • Luge Capital

• Lumira Ventures
• Avrio Ventures Management Corp
• MaRS Catalyst Fund
• CIC Capital
• MaRS IAF
• Creative Destruction Lab
• McRock Capital
• Celtic house Venture Partners
• Mistral VP
• Emerald Technology Ventures
• OMERS Ventures
• EnerTech Capital
• Ontario Capital Growth Corporation
• Espresso Capital Ltd.
• Panache Ventures
• Fight Against Cancer Innovation Trust
• Quantius
• First Ascent Ventures
• Relay Ventures
• Freycinet Ventures
• Roadmap Capital
• Golden Venture Partners • Round13
• Good News Ventures • ScaleUP Ventures
• GreenSoil Investments • StandUp Ventures
• Hedgewood • Trellis Capital
• iGan Partners • Venbridge Ltd.
• inovia Capital • VentureLink Funds
• Investeco Capital Corp • Versant Ventures
• Whitecap Venture Partners
 Target Top Mgmt. of PE Firms in Toronto and companies they have funded
Source: CVCA

• AIP Private Capital

• Regimen Equity Partners
• Ardenton Capital Corporation
• Roynat Capital Inc.
• BDC Growth Equity
• Searchlight Capital Partners
• Birch Hill Equity Partners
• Canadian Business Growth Fund
• Clairvest Group Inc.
• Clearspring Capital Partners
• Export Development Canada (EDC)
• First West Capital
• Fulcrum Capital Partners
• InstarAGF Asset Management
• Ironbridge Equity Partners
• Mink Capital
• Novacap Management Inc.
• OMERS Private Equity Inc
• Persistence Capital Partners
• PRIVEQ Capital Funds
 Target Top Mgmt. of Toronto’s Fastest Growing
Companies
Source: canadianbusiness.com

TDot Performance Powered by Search Symbility Pioneering Technology Corp.

AcuityAds Index Exchange Arrow Professional Services The Ten Spot Beauty Bars
Brand Momentum
Secure Sense Solutions Tundra Technical Solutions Office Coffee Solutions Fusion Retail Analytics
PCMusic
Top Hat Therapure Biopharma BSM Technologies Perkopolis
Archon Systems
GreenSpace Brands Klick Scalar Decisions Messagepoint Loopstra Nixon LLP
Format Passport Trucking Cue Digital Media Weston Forest DG Global
Motoinsight (formerly Unhaggle) Sinking Ship Entertainment Sweets from the Earth LOGiQ3
TheRedPin Tangentia Red Leaf Medical
Bestway Cash N Carry
Sales Talent Agency
Delviro Energy Home Painters Toronto Forum Equity Partners Real Food for Real Kids
Juiceworks Exhibits
ThoughtWire Earthline Foundations and Shoring Cority (formerly Medgate) MIT Consulting
Newcom Business Media
SearchKings BioSyent A1 Cash & Carry Rock-It Promotions Crawford Technologies
Iotum Trindent Management Consulting Faulhaber Communications Quarterback Transportation Techify
ScribbleLive Green Standards Isaac Operations KMI Publishing and Events IQ Partners
Gigg Express Distinct Infrastructure Group Shenglin Financial Benchmark Trade Solutions
Bluelime Enterprises Mama Earth Organics Chens Enterprises Corp. MITS Airconditioning
Points.com
SPICE Quest AV Spirit of Math Schools Sunwing Travel Group
Digitcom Canada
Jenny Bird Art & Science Yoga Tree Studios TWI Foods
Talent Employment
OutsideIQ Flat Iron Building Group Recruiting in Motion Fleet Complete iFinance Canada
AppCentrica Core Products Canada Just Quality International WebSan Solutions
Cambridge Global Payments KnightsbridgeFX.com HighVail Systems Wellpoint Health Services
Starvox Entertainment Dig Insights Audability Beneco Packaging
MediaFace People Store Staffing Solutions MAD Elevator Fixtures Worden Displays
The Burnie Group Canada Goose HanM Transportation Accelerated Connections
TWG (The Working Group) Solar Provider Group UCIT Online Security Ashcon
Mini Mioche Optimus SBR Wish Group Ward Technology Talent
Commerce Dynamics Little Kickers Group Globeways Canada Nexus Systems Group
Addictive Mobility Maple Diversity Communications Environics Analytics Climax Media
 Target Promoters in Co-Working spaces in Toronto

• iQ Office Suites
• Workhaus Coworking
• MakeWorks
• Lab TO
• FOLD
• Hivers Workspaces
• Acme Works
• The Fueling Station
• Project Spaces Camden Street
• Shecosystem Coworking
• Workplace One
• League Coworking
• Startwell
• Gamma Space
• East Room
• WeWork
• Project Spaces
• Verkspace
 Target CPA Firms in Toronto
Dean Constand CPA CGA LPA Capital Elite Enterprises
Dixon Gordon & Co LLP Timothy Kim Accounting
Koster Spinks & Koster City View Financial Solutions
Mc Gill James JPP Accounting Solutions Inc
Newman & Sversky LLP Avtar Brar CPA
Hogg Shain & Scheck Professional Corporation Larry Tierney CGA
Prentice Yates & Clark Lipton LLP
Laura Wahby CA Langlois Hauck Lettner Co LLP
E Philip Giroday Chartered Accountant MNP LLP
Raj Kumar Narula Grant Thornton LLP
CPA Canada KPMG LLP
Millard DesLauriers & Shoemaker LLP Anne Raghurai, CGA
Peters Brown LLP Baker Ronald Chartered Accountant
Futerman Allen Professional Corp CPA CGA Hawton Campbell Chatered Accountants
Saeed & Company Mark Schlein Professional Corp
CPA4IT Professional Corporation Zaionz & Adelstein Chartered Accountants
Hema Murdock CA CCL Chartered Professional Accountants
Ccircuis Inc Goldson Donna
Forbes Financial Accounting Marsh Goulding
 Target Top Management of Toronto’s Top Employers
( Presence in Toronto) R- S
A-C RioCan Real Estate Investment Trust
Accenture Inc. Rogers Communications Inc.
AccorHotels Royal Ontario Museum / ROM
ADP Canada Co. D- G M-P Ryerson University
AIG Insurance Company of Canada Diamond Schmitt Architects Inc. Manulife Salesforce
Amex Bank of Canada Dyson Canada Ltd. Samsung Electronics Canada Inc.
Maple Leaf Sports & Entertainment Partnership
Arup Canada Inc. Ecclesiastical Insurance Office PLC Schneider Electric Canada Inc.
AstraZeneca Canada Inc. Enercare Inc. Mattamy Homes Limited Seneca College
BASF Canada Inc. Enterprise Holdings Inc. Mazda Canada Inc. Siemens Canada Limited
Bayer
Fidelity Canada McCarthy Tétrault LLP Sinai Health System
Blake, Cassels & Graydon LLP
Fleet Complete Medtronic of Canada Ltd. Spin Master Corp.
Borden Ladner Gervais LLP
FreshBooks Michael Garron Hospital | Toronto East Hospital Stanley Black & Decker Canada Corp.
Boston Consulting Group of Canada Limited
Griffith Foods Ltd. Network State Street Canada
CAA Club Group
Cadillac Fairview Corporation Limited
Médecins Sans Frontières / Doctors Without Sunnybrook Health Sciences Centre
Borders (MSF) Canada T-Y
Campbell Company of Canada
H- L Nelson Education Ltd.
Canadian Credit Union Association / CCUA Teranet
Hatch Ltd.
Canadian Standards Association / CSA
Olympus Canada Inc. Thales Canada Inc.
Canadian Tire Corporation Limited Holland Bloorview Kids Rehabilitation Hospital Ontario Dental Association, The Thomson Reuters Canada Limited
Capital One Bank (Canada Branch) Oracle Canada ULC Toronto Community Housing Corporation
Home Depot of Canada Inc.
Catholic Children's Aid Society of Toronto PepsiCo Canada Toronto International Film Festival Inc. / TIFF
HP Canada Co.
Ceridian HCM Inc. Points TVO
IMAX Corporation
Children's Aid Society of Toronto Praxair Canada Inc. Ubisoft Canadian Studios
Intact Financial Corporation
CIBC Procter & Gamble Inc. Uken Studios Inc.
Kinross Gold Corporation
Cisco Systems Canada Co. Ultimate Software Group of Canada, Inc.
Citi Canada
KPMG LLP
Unilever Canada Inc.
Kruger Products L.P.
College of Physicians and Surgeons of Ontario, The United Way Greater Toronto
Labatt Brewing Company Limited
University of Toronto
Corus Entertainment Inc. Loblaw Companies Limited
VISA Canada Corporation
CRH Canada Group Inc.
WSP Canada Inc.
Xerox Canada Ltd.
 Target Doctor List in Toronto
( List not exhaustive)
source: www.ratemds.com
Addiction Medicine Specialist Allergists/Immunologists Anesthesiologist Cardiologist

Dr. Kumar Gupta Dr. Jason Lee Dr. Marco Garavaglia Dr. Roland Beaulieu

Dr. Yishai Wise Dr. Felix Ravikovich Dr. Ognjen (Ogi) Visnjevac Dr. Caroline Chessex

Dr. Leonard Bienenstock Dr. Wendy Gould Dr. Ramin Safakish Dr. Jason Burstein
Dr. Chris Cavacuiti Dr. Gordon Sussman Dr. Gianni Lorello Dr. Socrates Vozoris

Dr. Stephen Clarke Dr. Wajid Shaikh Dr. James C. Brown Dr. Heather Ross

Dr. Bonnie Madonik Dr. Tracy Pitt Dr. Paul Tumber Dr. Chris Overgaard

Dr. Mark Weiss Dr. Audrey Olivia Segal Dr. Greg Silverman Dr. Eugene Crystal

Dr. Steven Melemis Dr. Avi Perl Dr. Gil Faclier Dr. Saleem Kassam

Dr. Chris Sankey Dr. Daniel Rad Dr. Minal Desai Dr. Diego Delgado

Dr. Michael Bloudoff Dr. Bernard Zylberberg Dr. Phillip Peng Dr. Kibar Yared

Dr. Heather Badalato Dr. Peter Vadas

Dr. Ivan Perusco Dr. Stephen Betschel

Dr. Clement Sun Dr. Ronald Filderman

Dr. Jacob Bobrowski Dr. Karen Binkley

Dr. Robert De Marco Dr. Alice Briggs

Dr. Peter Garber Dr. Anastasios Papadopoulos

Dr. Vivian Sarabia Dr. Raymond Stein

Dr. Jonathon Bertram Dr. Eva Susana Mate

Dr. Robert Cooper Dr. Abdul Kitchell

Dr. Raymond Steinman

Dr. Frank Evans