Peterson Capital has built a vast network of over 900 retail investment advisors, who trust us and look to us for solid investment opportunities. We introduce Canada’s best and fastest-growing public companies to our vast network of Investment Advisors, family offices and their clients from coast-to-coast. The Investment Advisors we work with know us, trust us, and open their doors to us. And we know how to tell a story that resonates with retail investors. Your story.
We help you frame and deliver a compelling message across multiple platforms and specifically tailored to retail advisors and their clients. Our goal is to inspire investors with your blue-sky vision and to instill trust in you as an effective leader.
We make meaningful introductions and sit with our clients and our network to help facilitate the meeting and help ensure a successful connection. We understand the Power of Retail and help our clients maximize their precious time.
How You Can Access Our Retail Advisory Platform
1-on-1 or group Zoom meetings accessible from anywhere
Investor luncheons in each city with our network
Combination 1-on-1 breakfast, lunch or dinner meetings in any city
Individual in-person meetings with fund managers and family offices across Canada
Our Main Network In Canada
Vancouver | Kelowna | Calgary | Edmonton | Saskatoon | Regina | Winnipeg | Toronto | Ottawa | Montreal | Quebec City | Fredericton | Saint John | Moncton | Halifax
Meet The Team
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Greg Stumph
President & COO
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Chris Haldane
Vice President - Toronto
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Drew Garby
Vice President - Ottawa
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David Kean
Vice President - Atlantic Canada
Testimonials
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“While working with Peterson Capital, Teranga was introduced to a very broad and deep network of retail investment advisors across Canada who opened their door to us because of their strong relationships with the highly professional Peterson Capital team.”
Trish Moran
Former Head of Investor Relations, Teranga Gold Corp
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“In addition to introductions to engaged, high-quality Investment Advisors, Peterson Capital helped us adapt our pitch and investor presentation in a way that resonates clearly with a retail audience. The team understands how to tap into “the power of retail” in a way that clearly sets them apart from their peers.”
Trent Mell
CEO - Electra Battery Materials
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“I have worked with Peterson Capital for many years and have found the Peterson Capital team very valuable for meetings with interesting companies, providing research and updates on companies of interest, and helping us maintain relationships to allow access to help those businesses with their financings.”
Senior Wealth Advisor
Raymond James Ltd.
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“We introduced the H2O story to a dozen of the Peterson Capital family offices in Europe earlier this year. Every single one of the people on these calls were clearly qualified investors, very interested in our story, and keen to learn more. European investors have shown historically, a forward looking vision (first mover) regarding environmental issues and thus best ESG practices. We will be continually working with the Peterson Capital team, and will be travelling over to Europe with them in May to further strengthen these relationships. Their support is tremendously valuable
Frédéric Dugré
President & CEO / Président et chef de la direction, H2O Innovation
Nexliving Communities in Moncton
Volatus Aerospace in Toronto
Safe Harbor in Calgary
Peterson Capital at PDAC
Green Impact Partners in Halifax
Green Impact Partners in Toronto