Jason Holtby
Senior Portfolio Manager at RBC Dominion Securities | Calgary, Alberta, Canada
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Jason Holtby is a seasoned professional with over 27 years of experience in the Canadian investment landscape, currently serving as a Senior Portfolio Manager at RBC Dominion Securities. As a partner in Stevenson Holtby Investment Management, Jason specializes in delivering bespoke investment and wealth management solutions tailored to meet the unique objectives of each client. His expertise lies in constructing and managing sophisticated global portfolios that leverage both strategic and tactical approaches to optimize returns while effectively managing risk across various economic cycles.
At RBC Dominion Securities, Jason plays a pivotal role in the development of differentiated, globally focused portfolios that emphasize long-term growth themes. His investment philosophy is grounded in a deep understanding of market dynamics, allowing him to identify opportunities across multiple sectors and geographies. Jason's commitment to transparency is evident in his mantra, "We know what we own and why we own it," which underscores his dedication to informed decision-making and client education.
Jason's skill set encompasses a wide range of competencies, including investment management, risk management, and business valuation, complemented by expertise in mergers and acquisitions and intergenerational wealth transfer strategies. His ability to navigate complex financial landscapes and provide tailored solutions has made him a trusted advisor for clients seeking to build and preserve wealth. With a focus on delivering exceptional results, Jason Holtby continues to shape the investment strategies of his clients, ensuring they are well-positioned to achieve their financial goals in an ever-evolving market.
Senior Portfolio Manager at RBC Dominion Securities in February 2018 to Present
Senior Managing Director, Head of Investment Banking and Head of Energy Investment Banking at Raymond James Ltd. in August 1998 to January 2018
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MBA, CPA, CIM
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Investments
Strategy
Risk Management
-Investmnent Managment, Investment Banking, Merge and Acqusiton Skills, Business Valuation, Intergenration Wealth Transfer, Insurance
Valuation
Securities
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Discover more about RBC Dominion SecuritiesWhat is Jason Holtby email address?
Email Jason Holtby at [email protected] and [email protected]. This email is the most updated Jason Holtby's email found in 2026.
How to contact Jason Holtby?
To contact Jason Holtby send an email to [email protected] or [email protected]. (updated on September 30, 2024)
What company does Jason Holtby work for?
Jason Holtby works for RBC Dominion Securities
What is Jason Holtby's role at RBC Dominion Securities?
Jason Holtby is Senior Portfolio Manager
What is Jason Holtby's Phone Number?
Jason Holtby's phone (416) ***-*402
What industry does Jason Holtby work in?
Jason Holtby works in the Financial Services industry.
Jason Holtby Email Addresses
Jason Holtby Phone Numbers
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