Jonathan d'Auvergne
InvestorFounding General Partner at HOLT Xchange / Holdun Family Office · Founder, Chairman at Fintech Cadence · Vice President of Distribution, Western Canada at Sagard Credit Partners · Vice President of Distribution, Western Canada at Sagard Private Equity Canada
Canada
Find your path to Jonathan
704 people in our graph share verified history with Jonathan — schools, employers, funds. One of them is your warm intro.
Harley FinkelsteinunlockedJonathan: together at Concordia University (2003–2005)
×7Jonathan: together at Fidelity Investments
Jonathan: together at TD
×3Jonathan: together at Concordia University
About
Jonathan d'Auvergne is Vice President of Distribution for Private Wealth Solutions at Sagard, where he works with investment advisors, portfolio managers, and family offices across Western Canada in the private markets sector. He is a graduate of the Securities Industry Institute, offered through the Wharton School of Business at the University of Pennsylvania.
Experience
- SagardVice President of Distributioncurrent2025 — presentCalgary, Alberta, Canada
- Manulife Investment ManagementDirector of ETFs & Alternatives, Western Canada2019 — 2025Calgary, Alberta, Canada
- Evolve ETFsSenior Vice President2017 — 2019Calgary, Canada Area
- InvescoRegional Vice President2014 — 2017Calgary, Alberta, Canada
- TDRegional Vice President (Wholesaler)2013 — 2014Edmonton, Alberta, Canada
- Fidelity InvestmentsInside Wholesaler2010 — 2013Calgary, Alberta, Canada
- TDFinancial Services Representative2007 — 2010Kirkland, Quebec, Canada
Skills & more
Private Equity1Private Credit1Wealth Management10Investments8Asset Allocation7Portfolio Management4Financial Markets3Sales Presentations1Retirement Planning5Securities6Investment Advisory5Investment Strategies8
+6 more
ETFsRetirementFinancial ServicesRelationship ManagementStrategic Financial PlanningMutual FundsLanguages English · French
- Certificate in Advanced Financial Advice — Canadian Securities Institute
- Chartered Investment Manager — Canadian Securities Institute
- Securities Industry Institute® (SII) Executive Education Program — Wharton Executive Education
From Jonathan's professional profile.
Colleagues at HOLT Xchange / Holdun Family Office
Anne Joachim
Investor at HOLT Xchange / Holdun Family Office
Aron Izower
Investor at HOLT Xchange / Holdun Family Office
Ashkan Karbasfrooshan
Investor at HOLT Xchange / Holdun Family Office
Barry Friesen
Investor at HOLT Xchange / Holdun Family Office
Brendan Holt Dunn
Investor at Holt Xchange
Brian Yee
Investor at HOLT Xchange / Holdun Family Office
Charles Marleau
Investor at HOLT Xchange / Holdun Family Office
David Oram
Investor at HOLT Xchange / Holdun Family Office
Frequently asked questions
- Who is Jonathan d'Auvergne?
- Jonathan d'Auvergne is Vice President of Distribution for Private Wealth Solutions at Sagard, where he works with investment advisors, portfolio managers, and family offices across Western Canada in the private markets sector. He is a graduate of the Securities Industry Institute, offered through the Wharton School of Business at the University of Pennsylvania.
- Where does Jonathan d'Auvergne work?
- Jonathan d'Auvergne is Founding General Partner at HOLT Xchange / Holdun Family Office.
- Where did Jonathan d'Auvergne go to school?
- Jonathan d'Auvergne studied at Concordia University (Bachelor of Commerce (B.Com.), Finance); CEGEP - John Abbott College (Commerce).
Same school
Also attended Concordia University189
Harley FinkelsteinInvestor at Felicis VenturesDavid NaultGeneral Partner at Luge CapitalZack UrlockerInvestor at Index VenturesRania BelkahiaInvestor at EQT VenturesMarie-Alix MotteCommunity Associate at Partech VenturesCagdas YildizInvestment | Simya VC at 212
+ 183 more
Also attended CEGEP - John Abbott College11
Jason Della RoccaVenture Partner at Griffin Gaming PartnersAlexander HutchisonInvestment Advisor at Caldwell Securities Ltd.Damien FailleSenior Accountant, Finance at DiagramNina FaulhaberGeneral Partner at PALETTE VENTURESAndrew LockheadFounder at Stay22Marc BoucherCo-founder, SpaceRef at Multiverse Media
+ 5 more
Shared employers
Also worked at Manulife Investment Management15
Sylvie MethotVP, Sales Western Region QC at Purpose InvestmentsMatthew ChicoineVP, Sales BC at Purpose InvestmentsDavid PhamAssociate Vice President, Sales at Purpose InvestmentsDylan CancillaBusiness Development Managers (BC region) at Purpose InvestmentsMitchell BuschSenior Associate at Imperial CapitalEric ChoragwickiVice President, Private Credit at Northleaf Capital Partners
+ 9 more
Also worked at Invesco31
Logan AllinManaging Partner & Founder at Fin CapitalIan BalserAnalyst at Tech Square VenturesStephen SwansonChief Legal Officer at Valor Equity PartnersVincent TexereauManager, Fund Administrator at White Star CapitalTerrie LiuPrincipal, Wealth Management at Adams Street PartnersJohn ColemanCo-CEO and Board Member at Sovereigns Capital Venture
+ 25 more
Also worked at TD154
Funmi GarrickFinance and Operations at Impact America FundAchintya ChaudhariInvestor at LightbankMarc MichelVenture Advisor at Alpha PartnersMark FieldsInvestor at Alsop Louie PartnersRick GrinnellFounder and Managing Partner at Glasswing VenturesCasy van MaanenAssociate at GTMfund
+ 148 more
Also worked at Fidelity Investments221
Peter SaperstonePartner at GreycroftRob KniazInvestor at Hoxton VenturesHelen ClementInvestor at IVP (Institutional Venture Partners)Adiam BerhaneAccounting Manager at QED InvestorsAubrie PaganoGeneral Partner, Managing Member at Corigin VenturesJoanna Skoler GilmanChief Marketing and Communications Officer at .406 Ventures
+ 215 more