Services

Wertheim + Company offers a full range of strategic counseling and communications services.

Programs are customized for each client. We review the specific circumstances and develop the strategy and program appropriate for the situation.

We would be happy to prepare a proposal free of charge to address your specific needs and budget.

Our main focus is Canada. However, as a partner in IPREX, Wertheim + Co. can use the resources of more than 70 PR/IR agencies worldwide.

We have assisted clients in the following three main categories:

Investor Relations

Strategy and message development
Analyst and investor presentations
Annual and quarterly reports
Annual meetings
Conference calls
Broker, analyst, fund manager meetings
Targeted communications to individual shareholders and investors
Disclosure Policies
IPO preparation and road show scripts
Investor fact sheets and fact books
Transactional communications (mergers and acquisitions, corporate restructurings)
Investor Attitudes Research (Investor Perception Studies)
Database structuring and development
Road show planning and co-ordination
Programs to reach retail investors

Media Relations

Targeted media initiatives designed to generate coverage
Media interview and presentation skills training
New media design and communications
Op-ed and by-lined story placement
Customized trade and financial media target lists

National and International PR Strategies With Integrated Communications Programs

Advertising (corporate and IR)
Community relations
Corporate brand building
Corporate giving strategies
Creative collateral materials
Crisis preparedness and communications
Event planning and management
Executive visibility building
Government relations and coordination programs
Issues management
New product launches
Notebook presentation development
ID ROMS/CD ROMs
Speaker’s bureau
Speech and presentation writing
Trade show support
Website content and development