PearTree Securities
PearTree Securities (PearTree Canada) is a Toronto-based private financial services firm that operates a Flow-Through Share Donation Platform, brokering tax-advantaged financings between Canadian mining/resource issuers, high-net-worth donors, and registered charities.
- Company typePrivate
- Founded2007
- HeadquartersToronto, Canada
- Headcount11–50
- GTM typeB2B
- OfferingServices
What PearTree Securities does
PearTree Securities (legal name PearTree Canada) is a Toronto-based private financial services firm that operates a Flow-Through Share Donation Platform to broker structured financings between Canadian mining and resource issuers, high-net-worth donors, and registered charities. The company's core mechanism arranges for resource issuers to sell flow-through shares at a premium to investors who then donate the shares to Canadian charities, capturing favorable tax treatment while channeling risk capital into resource exploration projects, particularly in remote and Northern Canada. Founded in 2007 and operating for 18+ years, PearTree reports having facilitated $600M in structured financings annually for donation purposes, supported 2,500+ charities annually, and completed 800+ flow-through financings cumulatively.
PearTree generates revenue through transaction-based fees negotiated per flow-through share arrangement, pricing varying with deal size, complexity, and services provided. The firm runs a relationship-driven B2B go-to-market, working directly with resource issuers (ranging from junior explorers to senior producers such as Agnico Eagle, Alamos Gold, Kinross Gold, Hecla Mining, IAMGOLD, and Seabridge), HNW donors, wealth advisors and investment dealers, and Canadian registered charities including major hospital foundations (SickKids, JGH, VGH UBC) and community charities. Beyond deal facilitation, PearTree maintains an active Government Relations practice with policy advocacy, written submissions, and Globe & Mail commentary aimed at defending and expanding Canadian flow-through share tax incentives against Alternative Minimum Tax headwinds.
The firm is privately held with no disclosed parent, no funding rounds, and no M&A activity in the input data. It holds the Imagine Canada Caring Company Prism Certification and operates from a single Toronto headquarters (per the 416-613-3848 phone) with an 11–50 employee headcount. All operations are confined to the Canadian market.
PearTree Securities firmographics
Firmographics- Name
- PearTree Securities
- Legal name
- PearTree Canada
- Website
- https://peartreesecurities.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- PearTree Securities (PearTree Canada) is a Toronto-based private financial services firm that operates a Flow-Through Share Donation Platform, brokering tax-advantaged financings between Canadian mining/resource issuers, high-net-worth donors, and registered charities.
- Ownership category
- akta.pro rank
PearTree Securities industry classification
Industry- Product category
- Corporate Finance and Flow-Through Share Financing
- NAICS
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Divestitures, Carve-Outs & Spin-Off Advisory (FSAEAGAL)
Keywords
Where PearTree Securities is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
PearTree Securities business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Flow-Through Share Financing Fees: PearTree facilitates flow-through share transactions between resource issuers, donors, and charities. The company earns fees for structuring and administering these financing arrangements, benefiting from the premium pricing achieved on flow-through shares compared to standard share offerings.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Custom transaction-based pricing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
PearTree Securities product offering
Product offeringCore offering
PearTree Securities operates a Flow-Through Share Donation Platform that enables Canadian mining and resource issuers to raise exploration capital at reduced share dilution. The platform simultaneously benefits high net worth donors and Canadian registered charities by facilitating flow-through share transactions that lower the after-tax cost of philanthropy while channeling capital to resource exploration. The company earns transaction-based fees for structuring and administering these financing arrangements.
Product overview
PearTree Canada operates a unified Flow-Through Share Donation Platform that bridges two distinct sectors: Mining Finance and Philanthropic Finance. The platform enables Canadian resource companies to raise exploration capital at reduced dilution by selling flow-through shares to investors who then donate them to charities, leveraging Canadian tax incentives. Simultaneously, philanthropists benefit from decreased after-tax costs of giving while accelerating charitable impact. The company has facilitated $600M in structured financings annually for donation purposes, supported 2,500+ charities annually, completed 800+ flow-through financings since 2007, and holds the Imagine Canada Caring Company Prism Certification.
Differentiator
Problem solved
Functional benefit
Products and services
- PearTree Mining Finance
- PearTree Philanthropic Finance
- Flow-Through Share Donation Platform
Quantifiable outcome
- $600M in structured financings annually for donation purposes
- +2 more outcomes
Companies that use PearTree Securities
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles3 records
PearTree Securities technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
PearTree Securities partnerships and signals
Strategic signalScale indicators4 records
Recent moves5 records
Expansion highlights5 records
PearTree Securities competitors and assessment
Company assessmentDirect peers
- Cormark Securities: Canadian institutional investment dealer with a strong mining sector practice, offering equity research, investment banking, and flow-through share placements for resource companies — the closest direct comparable to PearTree's flow-through financing intermediation.
- Paradigm Capital: Toronto-based boutique investment dealer focused on the resource and technology sectors, providing equity financings (including flow-through shares) and advisory services to junior and intermediate mining issuers.
- PI Financial: Canadian boutique investment bank with active mining and resources practice, providing equity financings (including flow-through), M&A advisory, and institutional research — comparable in size and mining focus to PearTree.
- Sprott Capital Partners: Resource-focused investment dealer affiliated with Sprott Asset Management, providing equity financings and advisory to mining and resource issuers — directly comparable mining finance peer with strong flow-through activity.
- Haywood Securities: Canadian boutique investment dealer with a dedicated mining and resource focus, providing equity financings, M&A advisory, and sales/trading for resource issuers — directly comparable to PearTree's mining finance mandate and overlapping issuer client base.
- Eight Capital: Canadian boutique investment dealer with a dedicated mining sector franchise providing equity capital markets and advisory services to resource issuers — competes with PearTree for flow-through mandates.
- Canaccord Genuity (Canada): Mid-market Canadian investment dealer with one of the largest mining sector groups, regularly underwriting flow-through share offerings for TSX-V and TSX-listed resource issuers — directly competing for the same flow-through financing mandates.
Broad incumbents
- BMO Capital Markets (Mining Group): Large Canadian bank-owned investment dealer with one of the largest global mining finance franchises, regularly acting as lead underwriter on flow-through share offerings for senior and mid-tier resource issuers.
- National Bank Financial Markets: Canadian Schedule I bank-owned investment dealer with a strong mining and resources practice, providing flow-through share underwritings, M&A advisory, and equity research for resource issuers.
Emerging players
- Ventum Financial: Canadian mid-market investment dealer formed from the merger of Echelon Wealth Partners and PI Financial predecessor entities, with active mining sector practice offering flow-through share placements and corporate finance advisory.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
PearTree Securities social profiles
Digital presencePearTree Securities compliance and trust
Trust signalCompliance1 record
PearTree Securities financial estimates
Financial estimateRevenue estimate
Valuation estimate
PearTree Securities leadership team
Management profileNumber of profiles
Profiles1 record
PearTree Securities funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PearTree Securities M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PearTree Securities
What does PearTree Securities do?
PearTree Securities operates a Flow-Through Share Donation Platform that enables Canadian mining and resource issuers to raise exploration capital at reduced share dilution. The platform simultaneously benefits high net worth donors and Canadian registered charities by facilitating flow-through share transactions that lower the after-tax cost of philanthropy while channeling capital to resource exploration. The company earns transaction-based fees for structuring and administering these financing arrangements.
Is PearTree Securities a public or private company?
PearTree Securities is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was PearTree Securities founded?
PearTree Securities was founded in 2007. It employs 11 to 50 people.
Where is PearTree Securities based?
PearTree Securities is headquartered in Toronto, Canada, in the North America region.
How does PearTree Securities make money?
One revenue line is on record: flow-Through Share Financing Fees.
Who are PearTree Securities's main competitors?
Direct peers on record are Cormark Securities, Paradigm Capital, PI Financial, Sprott Capital Partners, Haywood Securities, Eight Capital and Canaccord Genuity (Canada). Broad incumbents are BMO Capital Markets (Mining Group) and National Bank Financial Markets. Ventum Financial is listed as an emerging player.
Does PearTree Securities have an API?
No public API is recorded for PearTree Securities.
What industry is PearTree Securities in?
PearTree Securities's product category is Corporate Finance and Flow-Through Share Financing. Its primary akta.pro industry code is FSAEAGAL, Divestitures, Carve-Outs & Spin-Off Advisory. Its NAICS code is 523 and its SIC code is 6211.