top of page
  • Writer's pictureCory Cleveland


Tom McMillan at The Insider's Guide to Finance
Tom McMillan shares Investor Relations strategies to create positive corporate perception among shareholders.

Whether you have an existing Investor Relations strategy in place or you’re just starting to devise one, this episode is for you! Today we are joined by Tom McMillan, the Founder and Principal of Market Climber - an award winning strategic communications, investor relations, and capital markets advisory agency. Over the last two decades, Tom has partnered with some of North America’s most successful companies to address their capital market challenges, maximize valuations, strengthen their brand, and improve employee retention. 

The job of an investor relations person is to look at a company’s story and find those hidden gems and ensure they reach the surface.” — @outdoorsytom [0:15:30]

In our conversation, Tom shares his expertise on constructing a robust investor relations program and what aspects are crucial for shaping a positive corporate image among investors. We also gain valuable insights into the art of designing effective investment decks and producing investor-grade materials

“If you want to go out to the marketplace and look like a competent management team and competent company, you better be hitting above your weight.” — @outdoorsytom [0:07:54]

Tom emphasizes the necessity of utilizing an investor relationship management system and explores the nuanced dynamics between the buy and sell sides of the market. 

“If you are not using your investor relationship management system, you don’t have an investor relations program.” — @outdoorsytom [0:11:02]

Last but not least, discover how social media can efficiently present relevant material to potential investors, and gain insights into some valuable investor relations tips.

Tune in for all this and more!


  • Tom shares his background and career journey.

  • He talks us through the four pillars of a solid investor program

  • He elaborates on perception audits and how the corresponding actionable feedback has helped. 

  • We discuss the investment deck and investor-grade materials.

  • The fusion of technology and communication as it relates to investor websites (Q4). 

  • He outlines the various investor relationship management platforms.

  • Missing the draw from sales and marketing of products and services to sales and marketing of investor relations.

  • Tom expands on his time and experience at Stantec. 

  • We unpack corporate and investor access and the ability to have conversations with multiple levels of management. 

  • How they prep heads of divisions to speak with analysts; understanding guardrails.  

  • Market relationships: the difference between the buy and sell side.

  • A conversation about broken systems and the issue of trust. 

  • How to navigate rebuilding trust in turnarounds. 

  • He speaks to the use and efficacy of social media to put non-promotional but relevant material in front of potential investors.

  • Using video or live-form media to more effectively engage investors/people.

  • Tom delves into some investor relation tips to consider.


For more information on our sponsor, please visit Olympia Trust Company

Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.


bottom of page