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

Holt Advisor

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.

Sort by:
AdvisorFirst NameLast NameJob TitleCompany
Basil Bouraropoulos CEO Stradigi AI
Stephane Bousquet Senior Manager National Bank of Canada
Ben Brabyn
Ben Brabyn Founder GenieShares
JP Bray Managing Partner InnoStart Capital
Sue Britton CEO & Founder FinTech Growth Syndicate
Leonard Brody President Clarity Digital
Doyle Buehler Chief Expedition Officer Dept.Digital
James Burron Co-Founder & President CAIA
Christina Camacho CEO Ivy Lender
Matthieu Cardinal Vice President, FinTech Development & Corporate Affairs Finance Montréal
Caren Carrasco Senior Partner Benjamin David Group
Caren Carrasco Managing Partner Benjamin David Group
Marcos Carvalho Chief Revenue Officer NestReady
Michael Cegelski Managing Partner Panache Ventures
Richard Chénier Director Générale Centech Montreal
Guillaume Chabot Investment Associate Reech Corporations Group
Noah Chaikof Investment Senior Associate
Vivek Chandra FinTech Mentor and Advisor The BlockchainHub and Futurpreneur Canada
Nabyl Charania Chairman & CEO Rokk3r
Annick Charbonneau Co-founder and Managing Partner
Isabelle Charron Vice-President, Development Infopresse
Kyle Chasse CEO & Founder Master Ventures
Bonnie Chau Portfolio Manager BCF Ventures
Nayla Chebli Investment Director Caisse de dépôt et placement du Québec

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.