Founded Founded in 2009 by Randy Ambrosie, former President of AGF Funds Inc.

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1 Randy Ambrosie President and Chief Executive Officer T: E: Accretive Advisor Corporate Overview August 2011 Martin Sims Managing Director, National Sales T: E: Accretive at a Glance Founded Founded in 2009 by Randy Ambrosie, former President of AGF Funds Inc. Employees and Locations 22 full time and contract t employees located in Toronto, Oakville and Chicago Service Online network that distinguishes, promotes and matches the best Financial Advisors to Investors. Key Accomplishments to Date Widespread Industry Participation in Canada Widespread industry participation with 20 signed enterprise agreements to date and 12 under negotiation pending signatures, representing over 20, Advisors in Canada. Acquiring Capabilities Advisor Impact, acquired December 2010; Clearsight Inc., acquired April consolidate key capabilities of the advisor support supply chain in North America. Opportunity to Establishing US Footprint Co-developing market entry proposal with Wells Fargo Advisors. 2

2 Our Core Proposition Accretive Advisor will give investors a better quality pool from which to find advisors. 1 Reaching New Prospects MATCH ADVISORS INVESTORS Accretive Advisor is an online network that distinguishes and matches Financial Advisors with qualified Investors, creating more successful financial relationships. 1 Online tools help investors find advisor right for them, Rob Carrick, Globe and Mail, May 16, A Problem in Need of a Solution Lack of Differentiation Indifference and Dissatisfaction 2 Difficult to clearly Majority (51%) of Investors distinguish among the are either disgruntled 50,000+ Advisors or complacent Lack of Marketing Leverage Lack of effective support and increasing costs are Providing significant barriers to growth ADVISORS Bridging the Gap INVESTORS No Measurable Yardsticks Lack of benchmarks and due diligence capabilities to evaluate Advisors Laggard to Online Adoption Increasing Investor push back and poor results to old prospecting p methods, slow adoption to online channels Inadequate Advisor Search Lack of an effective means to search and find the right Advisor 1 Investor Economics, January Advisor Impact, Economics of Loyalty, January

3 The Solution INNOVATIVE ONLINE NETWORK Creating, delivering and capturing value by combining the strength of three core product offerings DISTINGUISH PROMOTE MATCH Platform Accretive Accretive Offerings Elite Insights & Opinions Accretive Match Value Delivered Identifying and distinguishing elite Financial Advisors Promoting and engaging Investors in the value of great advice and great Advisors Matching Advisors and Investors based on needs, requirements and best fit Description Establishing industry standard in client engagement Content creation, publishing and media syndication Proprietary matching technology Comparative Models 5 Basic Profile A prominent web presence through an engaging online profile that is optimized for search engines and Investor access. Our media platform will allow Advisors to connect with more prospective clients than will with any other marketing strategy. Standard firm compliance approvals apply. $250/year per Advisor 6

4 Elite Profile We clearly identify you as an Elite Advisor on your own distinguished Advisor profile, providing greater confidence in an Investors choice of choosing you as an Advisor. 7 Accretive Elite Advisor Program What goes into the Accretive Elite Advisor Program? 1 : $3,000/year 2 per Advisor Be seen with online brand power. Build a robust Accretive Advisor Profile to reach new prospects and get matched with clients who are right for your practice. Define your target niche. Outline what sets you apart from other Advisors through our Advisor Discovery. Exclusivity - only the highest caliber qualify. Undergo a professional review that confirms all Advisors share a high respect for industry standards and conduct themselves in a professional manner to the Investor public. Validate your service offering. Provide Investors with a new level of confidence by confirming that your service offering is clearly and consistently delivered to clients. Strengthen your client understanding. Gather on-going feedback from clients to help enhance client loyalty, increase client referrals and centers of influence (COIs). Collaborate, study and refine your skill. Demonstrate a commitment to business and professional enhancement. Increase marketing leverage. Gain access to a full suite of services to help showcase Canada s best Advisors locally, regionally and nationally. Distinguish, promote and match Canada s best Financial Advisors with Investors. 1 Advisor is subject to qualification requirements prior to joining the Accretive Elite Advisor Program. 2 Advisors who do not pass the program qualification process are not obligated to pay the annual program fee but are required to pay a $1,000 assessment fee. 8 TM

5 Acquisition Objectives 3-year Plan Total Advisors 53,785 Total Investors Million Mid-market $100 - $500K 1,386,000 Upscale $500K - $1,000K 424,000 Affluent $1 million + 544,000 Enterprise Agreements Targets 17,905 Value Proposition Value Proposition ELITE MATCH Impressions 350 Million 20%.10% Elite 3,750 Investors 350,000 1:100 9 Elite Marketing Resource Kit Elite Advisor membership includes: 1. Right to use of Accretive Elite branding (logo and marks) in Advisor's own marketing efforts independent of Accretive online community 2. Distinguished Elite Advisor Profile on our Accretive website 3. Online Announcements via Social Media (LinkedIn, Facebook and Twitter), e-newsletter, e- mail, Accretive content site (Insight and Opinions) 4. Press release template for Advisor distribution to local media or clients and prospects 5. Elite Seminar/Webinar presentation kit 6. Elite Advisor Brochure 7. Opportunity to provide content expertise in Accretive content site 10 TM

6 For Investors Matching with the Best 11 National Media Partnership Branding & Awareness Canada s Elite Advisor Series Exclusive Partnership Coming Fall 2011 New Weekly Editorial Feature Full Page on back cover of the Report on Business Exclusive Sponsor of Investor Education 12

7 Endorsed Affinity Programs Exclusive partnership contracts for wealth management advisory services. Acquisition of Clearsight a leading affinity wealth management program provider in Canada (3 million members). Direct and digital channel, primarily driven by campaigns. Current program lists deliver x 3 per year, totaling 5 million s. Special Interest Groups Corporate Professional Alumni Partnerships Associations Associations 2011 Media Plan 1.1 million e-newsletters 642,000 direct s Zoomer Magazine Special Education Series, 4 double-page spreads, monthly ads Zoomer Radio Zoomer Show in Toronto, Vancouver and Calgary 13 Online Marketing Premium online display marketing, driven primarily through syndicated content marketing partnerships and display ads 100,000, million impressions, estimated click through rate of 22 bps for 220, clicks, 5% conversion for 11,000 new members 14

8 Search Engine Marketing Paid Search Google Adwords Organic Search Keyword Content 15 Social Media Integration Combining social media as an overlay to traditional marketing tactics Greater exposure to our content, including our Ask the Expert library Extending the reach of traditional di b 10 15% Expands reach significantly media by 10 15% Hired full time social media manager 16

9 Let us be your Advocate. We distinguish you. So you find your niche. We promote you. So you find your voice. We refer you. So you find your client. 17