Jeff Holtzman

About

Prior to joining Matrix Asset Management Inc. in 2013, Jeff spent 4 years in a senior management role for the operations management for an Atlantic Canada based MGA. Jeff also has over 9 years of experience as a senior wholesaler for 2 National Fund companies servicing Atlantic Canada. Jeff started his investment career in 1995 as a retail investment advisor. Jeff looks forward to supporting advisor's through the nearly two decades of industry knowledge and experience of being a retail advisor, a management executive and a mutual fund sales professional. Jeff prides himself on being a provider of sound solutions to help advisors meet and client's needs.

Investment Focus