Our Services

Tap into The Power of Retail

Peterson Capital provides capital markets retail advisory services

We work with public and private companies, helping them connect with a broad network of Investment Advisors, Fund Managers, and Family Office CEOs across Canada, Europe, and the US.  These are relationships we've established over 23 years of operations.

Find out more about how we can help you tap into The Power of Retail.

Corporate Presentation

Retail investors have become a powerful force in the equity markets, providing long-term and sustainable support for Canada’s and Europe’s leading growth companies.

Over 23 years, Peterson Capital has built a vast network of Retail Investment Advisors, Fund Managers, and Family Office CEOs who trust us and look to us for investment opportunities.

We know how to tap into The Power of Retail.

Interested in working with us to tell your story?

+1200

Canadian Network

+500

European Network

Active Clients

+100

Public Companies we’ve
worked with

Retail Advisory

Peterson Capital helps companies to refine their pitch and raise their profile in the capital markets space. We provide capital markets advisory services, connecting you directly with discretionary capital in Canada, Europe, and the US.

  • Peterson Capital has professionals who 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 instil trust in you as an effective leader.

    ✓ Our “CEO Bootcamp” presentation session will provide clear guidelines on how to deliver a compelling & powerful message to the investment community.

    ✓ A retail focused presentation to help highlight your story through important milestones and catalysts.

  • We facilitate high‑value, in-person meetings that can result in real and meaningful relationships.

    We’re with you every step of the way: elevating your story, making your trip seamless, and providing prompt, direct feedback with actionable follow‑up after every meeting.

    ✓ Maintain visibility

    ✓ Build new relationships

    ✓ Control the narrative

    Tap into the Power of Retail

  • Once your roadshow has been completed, the real work of converting these new contacts to becoming new shareholders begins.

    We are there to help you stay front and center.

    ✓ Data Mining: A deep dive into the feedback and commentaries we receive and find out where to best deploy your time and attention for maximum results.

    ✓ Personal Contact: Prioritize follow-up calls, discussions with management and board members, and reach out to independent research analysts for their views and commentary on our clients or the sector. We will schedule meetings, conference calls and personal 1-1 meetings where possible.

    ✓ Profile Support: Introduce your story on our newsletters and social media to increase your profile and exposure to the investment community.

    ✓ News Distribution: Highlight your catalysts, milestones and key events to our entire Peterson Capital database of more than 2,500 investment industry professionals across Canada, the UK and Europe.

  • Peterson Capital doesn’t stop at roadshows. We host after‑market events, conferences, and virtual discussions on current market themes — featuring you as a guest speaker and positioning you as a leader in your sector.

    We go beyond roadshows to deepen engagement with the retail investment community and strengthen your industry profile.

    This is how we elevate your industry presence.

Vancouver | Kelowna | Calgary | Edmonton | Saskatoon | Winnipeg | Toronto | Ottawa | Montreal | Quebec City | Saint John | Moncton | Halifax | Dublin | Frankfurt | Geneva | London | Lugano | Madrid | Milan | Paris | Stockholm | Zurich

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Vancouver | Kelowna | Calgary | Edmonton | Saskatoon | Winnipeg | Toronto | Ottawa | Montreal | Quebec City | Saint John | Moncton | Halifax | Dublin | Frankfurt | Geneva | London | Lugano | Madrid | Milan | Paris | Stockholm | Zurich 〰️

Network In Canada

Vancouver | Kelowna | Calgary | Edmonton | Saskatoon | Winnipeg | Toronto | Ottawa | Montreal | Saint John | Moncton | Halifax

Network In Europe

Dublin | Frankfurt | Geneva | London | Lugano | Madrid | Milan | Paris | Stockholm | Zurich

Work With Us

Peterson Capital Europe will introduce you to Europe’s leading family offices, high net worth private investors, and fund managers who know the Canadian market and are interested in your company’s sector.

Our extensive network is comprised of more than 500 investors across the major financial hubs, providing a unique opportunity to gain exposure to European capital markets.

The European Capital Markets team of bilingual investor relations experts and relationship managers will work with you to ensure your story is set for a European format and position your company in front of high-profile fund managers and investors across Europe.

Testimonials

  • “When Peterson Capital calls, I answer. They are professional, focus on quality opportunities, and I have developed a productive working relationship with them and look forward to continuing our relationship.”

    Investment Advisor, Industrial Alliance Securities Inc. (Saskatoon, SK)

  • "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 relationship with the highly professional Peterson Capital team.”

    Trish Moran, Former Head of Investor Relations, Teranga Gold Corp.

  • “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. (Calgary, AB)

  • “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

  • “The Peterson Capital team has given me some of the best ideas in my career and the virtual meetings I get to have with these CEOs allows me to pass first-hand information back to my clients. These meetings have also led to financing access that would not otherwise be available. Peterson Capital delivers a very strong product in a professional manner."

    Investment Advisor, BMO Nesbitt Burns (Saint John, NB)

  • “We’ve worked with Peterson Capital since early 2018…We’ve tripled the liquidity in our stock trading since we’ve been introduced to their network…They’ve been involved directly in every financing we’ve done since then. As a Quebec-based company, we’re more than pleased that several members of the Peterson team are fluently bilingual.”

    Frédéric Dugré, President & CEO / Président et chef de la direction, H2O Innovation

  • “Peterson Capital is a fantastic partner to our team. They are respectful of our time while they present companies of interest to us with a professional and efficient approach. And, often doing so en français."

    Investment Advisor, National Bank Financial (Montréal, QC)

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