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
Sandi Gilbert Founder & Chair, SeedUps NACO
Richard Gill Director, Corporate Development Equitable Bank
Maxime Girard Directeur, Investissements Capital de risque Desjardins
Ajay Gopal Partner Framework Venture Partners
Manoj Govindan CEO | Venture Builder & Innovation Capitalist Kashat Ventures
Danielle Graham Principal Dream Maker Ventures
Kate Grant Business Advisor Fasken
Chris Gray VP, Strategy & Innovation Meridian Credit Union
CHRIS GRAY VP, Strategy Meridian Credit Union
Harley Greenspoon COO OnDeck Canada
Sasha Grutman Partner Middlemarch Partners
Catherine Guay Blockchain & Digital Assets Lead National Bank of Canada
Alex Guertin Principal Kensington Capital
Shahir Guindi Co-Chair Osler
Jason Gurandiano Global Head of Financial Technology RBC Capital Markets
Adam Gutman Innovation Director BDC
Hélène Haineault Strategy Consultant EY
Daniel Harris Director of Research Stradigi AI
John Harvey Founder & CEO Insurtech Canada & SAIL CGI
Deborah Hayek Senior Product Owner, LOFT innovation lb Manulife
Matan Hazanov Vice-President Vestra Ventures
Neely Hemassi Managing Partner Upscale Strategies
Jean-Jacques Hermans SVP, Corporate Relations Canadian Chamber of Commerce
Jeff Hindle Global Product Head Mastercard
Dean Hopkins COO Oxford Property Group

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.