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
Nayla Chebli Investment Director CDPQ
Estel Chen
Traci Cheng Co-Founder Moselle
Liam Cheung Managing Director Tactico Inc.
Cyrielle Chiron Chief Strategy Officer Payments Canada
James W Clarke President Theo A. Burrows Lumber Co. Ltd.
Gorkem Çokçetin Senior Advisor EFMA
Gorkem Cokcetin President EFMA
Jason Collier Founder, Principal Advisor Maple Street Advisory
Jean-François Connolly Entrepreneurship Research Advisor IVADO
Karen Contet CEO & Co-Founder AngelHub
Karen Contet CEO & Co-Founder
Francis Cornut MNP
Robert Cosentino Special Projects Consultant
Nicolas Cossette Account Manager Valtech
Francois Cote Chief Digital and Strategy Officer Fairstone
David Cusson CEO Echelon Wealth Partners
Yael Daniely Startup Psychologist & Growth Partner YD - Scale Up Your Business
Philippe Daoust Vice-President | Managing Director National Bank of Canada
Mason Darabi CFO levitee labs
Basil Darwish Associate Wells Fargo
Jean-Philippe Daunais Leader BANQUE NATIONALE DU CANADA
Dan Deac Managing Partner BGlobal Capital
Sean Del Giallo Associate Dentons
Sean Del Giallo Lawyer, Venture technology and emerging growth companies Dentons

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.