Fundraising Fox
/People
Sign in

Jonathan d'Auvergne

Investor

Founding 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

748 people in our graph can introduce you to Jonathan.

Each arrow is one introduction. Sign up to fill in the first one.

Ask John Coleman to introduce you to Jonathan

You →John · together at Invesco (2014–2017) →Jonathan

Ask Jamie Chen to introduce you to Jonathan

You →Jamie · 3 people · together at Invesco →Jonathan

Ask Sam Okafor to introduce you to Jonathan

You →Sam · 4 people · together at TD →Jonathan

Sign up to find every way you can get introduced to Jonathan

  • Your email: the people you already email who know Jonathan
  • 2nd- and 3rd-degree connections: people you know who worked, studied or invested with Jonathan
  • Your LinkedIn: the connections who can make the intro for you

We rank every route by how warm it is, so you raise on warm intros instead of cold emails.

Sign up with GoogleAlready have an account? Log in

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

  1. SagardVice President of Distributioncurrent2025 — presentCalgary, Alberta, Canada
  2. Manulife Investment ManagementDirector of ETFs & Alternatives, Western Canada2019 — 2025Calgary, Alberta, Canada
  3. Evolve ETFsSenior Vice President2017 — 2019Calgary, Canada Area
  4. InvescoRegional Vice President2014 — 2017Calgary, Alberta, Canada
  5. TDRegional Vice President (Wholesaler)2013 — 2014Edmonton, Alberta, Canada
  6. Fidelity InvestmentsInside Wholesaler2010 — 2013Calgary, Alberta, Canada
  7. TDFinancial Services Representative2007 — 2010Kirkland, Quebec, Canada

Skills & more

Private Equity1Private Credit1Wealth Management10Investments8Asset Allocation7Portfolio Management4Financial Markets3Sales Presentations1Retirement Planning5Securities6Investment Advisory5Investment Strategies8
+6 moreETFsRetirementFinancial ServicesRelationship ManagementStrategic Financial PlanningMutual Funds

Languages 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

Shared employers