About PearTree Canada
Innovators of Flow Through Share Donation Financing.Uniting the Canadian resource and charitable sectors.
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PearTree Securities
PearTree works with Canadian Resource Exploration Companies to arrange and close structured Flow-Through Donation Financings, facilitating over $300 million annually.
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PearTree Financial: Reduce Your After-Tax Cost of Giving
We help major gift donors reduce their after-tax cost of giving so they can give more to their favourite Canadian causes.
Boost Your Charitable Giving
Learn more about Flow Through Share Donations to increase and accelerate your charitable giving at a lower after-tax cost. PearTree offers a unique and proven format and we are proud to support important causes across Canada.
Our History
Since 2007, PearTree Financial has played a key role in helping charitable donors in Canada increase and accelerate their giving. We do this by leveraging federal and provincial income tax policies intended to boost fundraising by Canadian charities, and to stimulate activity in the Canadian natural resource sector.
2007
- PearTree is founded by Ron Bernbaum and Renee Bleeman.
2009
- PearTree secures first CRA Advance Tax Ruling.
2010
- PearTree secures first Revenu Québec Advance Income Tax Ruling.
2011
- Federal budget amends the donation of flow through shares, reinstating capital gains tax.
- PearTree revises efficiency of format to maintain a lower after-tax cost of donation.
- PearTree secures Revenu Quebec Advance Income Tax Ruling addressing changes made in 2011 federal budget.
- PearTree also launches an extensive federal and provincial government relations effort.
2012
- PearTree secures CRA Advance Income Tax Ruling addressing changes made in 2011 federal budget.
2013
- PearTree presents to Federal Pre-Budget Committee.
- First PearTree launches corporate donation offering.
2014
- PearTree Securities is established.
- PearTree presents to Ontario Pre-Budget Committee.
2015
- PearTree opens its Calgary office with first PearTree oil & gas offering.
2016
- PearTree obtains Portfolio Manager Registration.
- PearTree raises record amount of flow through: over 50% of the Canadian Flow Through market
2017
- PearTree surpasses $1 billion in structured financings.
- PearTree opens its Vancouver office.
2020
- PearTree completes 50 flow-through financings
- PearTree finances $300 million in flow-through shares sourced for donation purposes.
Structured financings for donation purposes
Charities supported annually by PearTree clients
Flow Through financings since 2007
Years helping charities, donors, & resource companies in Canada
Industry News & Events
Introduction to Bobby’s Gift Planning Forum with PearTree Canada
PearTree has asked me to create this forum, to help stimulate more philanthropy and success for Canadian charities (and to make an added ...
Read MoreCEO Lisa Davis Speaks in PDAC Interview about Flow-Through Funding and Foreign Investors
At the Prospectors & Developers Association of Canada (PDAC) convention, that took place in Toronto March 1 – 4, 2020, PearTree ...
Read MoreBuilding an Investor Toolkit Presentation by CEO Lisa Davis at PDAC 2020
PearTree Securities CEO Lisa Davis explained the benefits of flow-through share investing, the different ways to invest in flow-through ...
Read MorePhillip and Peggy Dezwirek – the Good Nature of Philanthropy
Toronto philanthropists Phillip and Peggy DeZwirek sit down with Dolce Magazine to talk about the fun side of giving back. Phillip and ...
Read MoreUnderstanding the Canadian Major Gift Donor
Major gift donors in Canada have more than one profile. But let us create one scenario for a wealthy Canadian: Mr. A, is now 70 years ...
Read MoreA Path Forward to Offering Freely Traded Securities by Mineral Exploration Companies and Other Small Canadian Listed Issuers
The Canadian Securities Administrators (CSA) have released a proposal for an alternative prospectus offering model intended to remove some ...
Read MorePearTree Securities CEO Lisa Davis Presents at TSX Australian Mining Investor Day.
Watch PearTree Securities CEO Lisa Davis present at TSX Australian Mining Investor ...
Watch VideoPearTree Securities Brochure
Leading Source of Exploration & Development Capital - PearTree provides about $300 million annually in exploration and development capital ...
Download“PearTree has had a meaningful impact on VGH – the generosity of our donors has been amplified by the PearTree platform, allowing us to transform lives in Vancouver.”