Advisors

ADVISORS

our approach and philosophy

Our platform is an international network of close to 500 advisors with backgrounds in financial services, technology, entrepreneurship, investment, and regulation who help push forward the companies who represent their best match.

Such a diverse community of experts provides ample opportunity for growth and learning, in addition to shared deal flow. Part of Holt’s mission is to ensure the end-to-end process is educative and enjoyable, on top of recognizing that this is an opportunity for an exchange of ideas, all in a collaborative and transparent manner. Not only are we here to counsel, but we are eager to learn from you, too.

Holt Advisor
Army

Holt Advisor
Army

Our advisor network of nearly 500 experts are chosen for their suitability to support early-stage FinTechs. About 70% reside in Canada while the remainder are internationally-based, giving our FinTechs an edge into entry for all market.

Moreover, our Advisor Army 110+ angel or institutional investors, 50+ financial institutions, as well as expertise across universities, governments, regulators, service providers, non-profits, and incubators/accelerators, providing ample resources and tools for success. Together, this advisor network selects the top 1% of applicants yearly that are the  best equipped for partnership.

Our advisors repertory

An international network of advisors from a diverse pool of expertise means your company benefits considerably.

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AdvisorFirst NameLast NameJob TitleCompany
Brian Yee Director of Innovation Ravel by Cadillac Fairview
Brian Yee Director, Innovation Ravel by Cadillac Fairview
Amelia Young Global Digital Advisor Microsoft
Dony Zaidi Managing Director Checkmate Capital Group
Hanna Zaidi Director, Ops and Regulatory R&D Wealthsimple
Hanna Zaidi Director, Ops and Regulatory R&D Wealthsimple
Tatyana Zakrevskaya VP John Hancock
Jon Zanoff Founder Stella Ventures
Sarim Zia Associate Quantius
Stephen Zimkouski Financial Advisor Merrill Lynch
Sanjay Zimmermann Principal Whitestar Capital
Christopher Zock Managing Director Sandbox Industries
Christopher Zock Managing Director Sandbox Industries
Kristina Zvyagintseva Business Development & Strategic Partnerships Clearlist
Michael Zych Managing Director Payments International

International Development

Our advisors are located in 15 countries making the potential to integrate into new markets a smoother process.


Our advisors support portfolio companies on everything from investments, customer introductions, product development, tech roadmaps, and regulations, to name a few. These advisors have expertise across diverse fintech sub-verticals including digital lending, wealthtech, capital markets, banking infrastructure and automation, insurtech, digital payments, regtech, cybersecurity, digital assets and digital banks.

Such a diverse advisor network provides expertise  in  the latest innovations in each sub-vertical and a real-time market perspective for investment decision-making and our portfolio’s accelerated growth.

A majority of our advisors are located in Canada, expediting the go-to market timeline and establishing a base in Canada to target the larger North American market. The remainder helps our FinTech companies grow their reach into international markets.

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