Advisory

Elevating Communication: The Art & Science of Investor Engagement

Our mission is to empower CEOs with game-changing communication skills to captivate investors, articulate value, and drive valuation and growth.

We work directly with CEOs to optimize their entire communication ecosystem, positioning their companies for maximum appeal to both institutional and influential retail investors. 

The result: transforming every investor interaction into a powerful catalyst for market interest and accelerated growth.

Managing Director
Patrick Finucane, Managing Director of CEM Advisory

Patrick Finucane

CEM Advisory

As the co- founder of CEM Advisory, Patrick helps leaders articulate their vision, captivate investors, and drive meaningful business growth. His strategic guidance has been instrumental in transforming how CEOs navigate financial markets and manage critical stakeholder relationships.

Products

Masterclass
Included with Services
Mastering Investor Meetings
A focused, on-demand series designed to kickstart clarity inside your leadership team. Build alignment, sharpen your investor lens, and create immediate momentum — all in under 30 minutes.
In-Person
By Invitation Only
Whiteboard Session
A high-intensity, 3-hour strategy session designed to give your leadership team the time and space to think — together. Step back, zoom out, and work shoulder-to-shoulder with CEM’s senior partners to pressure-test priorities, challenge assumptions, and align your story with the market reality.

Services

5 hours
Strategic Executive Messaging Accelerator
A fast, focused, and flexible accelerator to sharpen your most critical messaging challenges — from pitch prep to investor strategy. Uncover your core message and hook to walk into investor meetings with a stronger presence.
3 Months
Narrative Development Program
A structured, 3-month program to develop a clear, compelling investment thesis and align your communications across all channels. Includes tailored 1:1 coaching to refine your story, sharpen delivery, and ensure every message lands with impact.
12 months
Capital Communication Masterplan
A 12-month strategic partnership to align your investor messaging with business goals and market timing. Includes quarterly audits, planning sessions with CEM leadership, and ongoing support to ensure your story evolves and continues to resonate with investors.
FAQ
What exactly does CEM Advisory do—and how is it different from IR or PR firms?
We work one-on-one with public company CEOs to elevate their communication leadership—refining how they articulate the investment case across all touchpoints. While IR and PR firms support tactical outreach, we focus on strategic clarity and presence in high-stakes conversations. We're here to coach with precision—and give you an unfair advantage in the investor room.
What's the first step—and how does a typical engagement work?
We start with a 20-minute introductory call and Discovery Document to sharpen the conversation. Our diagnostic process identifies what's working, what's not, and what's missing in your current narrative. Step one is nailing your investment thesis in language investors understand instantly—everything else flows from there. We typically work in one-hour sessions that fit your schedule. Most clients purchase a 5- or 10-hour package and progress from there.
What kinds of CEOs get the most out of working with you?
First-time CEOs. Seasoned public company veterans. Leaders preparing to raise capital. They all share a common trait: they understand communication is their most leveraged responsibility. As CEOs responsible for raising multiple millions and maintaining shareholder engagement, they recognize the investment narrative is the sharp end of the communication spear. You need to get the narrative right—often it's not. Our clients aren't looking for training—they're looking for precision and edge.
What are the most common reasons investor meetings don't convert—and how do you fix them?
Investors rarely offer honest feedback—they just disengage. Based on thousands of investor interactions, the three most common missteps: presenting too much information without clear investment logic, slides that create confusion rather than clarity, and Q&A answers that raise more questions than they resolve. At the root, it's usually unclear investment logic around: Why should I buy your stock? Often the issue isn't the business—it's how it's being communicated. What you think you're saying and what investors actually hear are often worlds apart. We help you identify and eliminate these risks before they cost you opportunities.
When should a CEO consider working with you?
Most companies in our ecosystem need to raise multiple rounds of capital, so visibility is critical. Engage us prior to CEM events, virtual meeting campaigns, capital raising roadshows, or IR campaign launches to ensure strategic messaging is locked. The investment narrative must be sharp before you're in front of investors—not after. Early positioning creates the foundation for all future funding rounds.
How do you use behavioral science to make CEOs more effective in investor conversations?
We apply decision science, neuroscience, and behavioral psychology to engineer how your message is perceived. The way investors evaluate risk, spot patterns, and make decisions under uncertainty is central to our approach. We translate that research into specific language, structure, and presence strategies that trigger the right investor responses—from initial trust formation to conviction building. Our frameworks are based on how investors actually process information under pressure, not generic communication theory.
Get Started
Schedule a Consultation
The Advisory Series
Testimonials

Patrick's deep psychological insights have taken our work far beyond presentation skills coaching. Conversations with Patrick have helped me glean a richer comprehension of key aspects of human motivation, relationship connections, living a life with purpose, and personal meaning & ambition. Patrick's foundational focus on succinctness and psychology has positively transformed the 'pitch game'.

Chairman, BriaCell Therapeutics Corp.

Patrick's expertise has been transformative in sharpening my public speaking skills and elevating my ability to engage investors with confidence and clarity. With his guidance, I’ve honed my pitch, allowing me to enter into meetings and articulate our company’s vision with ease and impact. This confidence has been a game-changer, helping drive investor interest and drive our company toward its key milestones. I can’t recommend Patrick and the CEM Advisory enough!

Investor Relations, Skyharbour Resources Ltd.

Patrick has helped us more effectively articulate our investment opportunity. His ongoing guidance, supports us in building the communication roadmap for our compelling growth story as we deliver on our milestones. As an experienced leader stepping into the public markets, I found Patrick's deep understanding of investor expectations and communications requirements particularly valuable. I highly recommend CEM Advisory to leaders looking to enhance their capital markets presence and market positioning.

CEO, IC Group Holdings Inc.

Working with Patrick Finucane of CEM Advisory has been a game-changer for me. He helped my clarify "the vision" and "the plan", both corporate and personal. That clarity helps me operate at a much higher level and communicate with investors in a way that resonates with them. The impact Patrick continues to have on me and the way I conduct business cannot be overstated. I highly recommend CEM Advisory to anyone seeking to unlock their potential and achieve outstanding results.

Principal, Discovery Group

I have known Patrick for over 20 years and can attest to his commitment to excellence. As a coach to CEOs looking to improve their communication skills, he is superb and I recommend his services to all the CEO’s I work with. I confidently endorse his services to any company seeking to create greater impact with investors.

Sr. Executive Vice President & Director, Leede Jones Gable Inc.

Patrick is a trusted advisor and a valued resource for communications and marketing insights. Patrick’s CEM Advisory Masterclass is a must take for any senior executive involved in investor relations, whether you are a novice or experienced presenter. I have been working with Patrick and CEM Advisory for a year and I have come to rely on his keen perceptions. Most importantly, Patrick is a great guy to work with and I look forward to our calls.

CEO, DynaResource Inc.

We can highly recommend Patrick Finucane and CEM Advisory for an interactive and thought-creating process of streamlining our branding and communications strategy. Definitely worth the investment. Go for it!

Co-Founder, NewQuest Capital Inc.

The CEM, events, investor network and stellar advisory team have been instrumental in the VERSES AI success, helping us to hone our message, test our pitch and attract new investors. I can’t recommend CEMs advisory services, and events enough, especially for early stage companies seeking world class direction from industry leaders with the unique knowledge and expertise to assist companies in distilling their story into a tailor made pitch ideal for todays discerning retail investor.

CEO, VERSES AI
Vancouver, BC

“Working with Patrick has been a game-changer for our team. His guidance was instrumental in refining our pitch and elevating our overall presentation skills. Patrick goes above and beyond to ensure we're not just presenting, but truly connecting with investors. Thanks to his expertise, we now engage with far greater clarity and confidence. Highly recommended! ” 

Director Corporate Communications, Alaska Silver
Vancouver, BC.

Thank you for all the help and insightful advice you’ve given me, its made a huge difference.

It’s rare to find someone as genuine as you in the world today, and it hasn’t gone unnoticed.

Please keep up your amazing work, and keep sharing the knowledge you have.

CEO, Syntheia

I would highly recommend CEM Advisory services to any CEO looking to strengthen their investor communications. Their guidance to me and my team has been invaluable.

CEO, Prostar Corp.

Patrick's guidance on streamlining my message and making it actionable was truly excellent.

CEO, First Phosphate

CEM Advisory has helped us refine our marketing material and messaging, leading to a way more effective pitch to investors. With the assistance of CEM Advisory, the daunting task of maintaining investor presentations and website up to date with relevant information becomes seamless.

Executive Chairman, Prismo Metals