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
Brady Fletcher President & Head of Investment Banking Roth Canada
Jim Fletcher Investor Investor
Anthony Fortino Director Jahani & Associates
Santiago Franco Director, Capital Markets National Bank of Canada
Natalie Fratto Vice-President, Firmwide Strategy, Launch with GS Goldman Sachs
Jillian Friedman Leader, Blockchain Solutions National Bank of Canada
Barry Friesen CEO Friesen Electric
Philippe Frizon Strategy and Transformation Executive Consultant
Kyle Fry CEO Exponential Capital & Markets
Malcolm Furbert Corporate & Regulatory Lawyer and Angel Investor Independent
Malcolm Furbert Corporate & Regulatory Lawyer and Angel Investor Independent
David Furlong CEO Thebaasco
Thomas Gagne Fintech Development Director Desjardins
Josh Garbe Principal Ripple Ventures
Catherine Gauthier CCXP - Lead Customer Experience Valtech Canada
Vincent Gauthier Founder Trustmaker
Curtis Gavura COO Stradigi AI
Brian Gelfand Consultant
Pierre Genest VP Loan Connect
James Georgalas Deal Team - Venture Fellow Sutton Capital
James Georgalas Deal Team - Venture Fellow Benjamin David Group
Mohammed Ghalayini Vice-Chairman of the Board of Directors Maple Leaf Angels
Bhaskar Ghosh Partner & CTO 8VC
Sophie Gibson Product Management & Operations Consultant Gib Consulting
Sophie Gibson Senior Manager, Sales Enablement Coveo

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.