Marta Stevenson, BA

Vice-President & Investment Advisor

403-299-6583 | Email me
403-608-6774
403-299-6568
1-800-310-6484

Experience always beats a slick sales pitch.

Marta founded Stevenson Holtby over 20 years ago with the vision to grow our clients’ wealth by putting each one first and foremost. Marta has succeeded with the early adoption of pension style investment management for high net worth private clients, foundations, charities, and corporations. This investment style has resulted in a tremendous performance track record over the last 21 years. Marta’s current practice has grown beyond investment management to encompass fully integrated wealth management solutions for clients to ensure a successful wealth transition to the next generation. Marta prides herself that her company doesn’t have a sales department, you only speak with us, the people with proven experience.

 

•33 years in investment business;

•Extensive investment management experience with high net worth individuals, foundations, corporations, and charities;

•Founded Stevenson Holtby Investment Management Group over 20 years ago;

•Extensive depth in integrated financial and estate planning; and

•Proven track record with long list of clients since inception;

•13 years in fixed income and credit.

•Early adopter of Pension Style investment management;

 

.

Jason Holtby, MBA, CPA

Investment Advisor

403-299-5133 | Email me
403-815-0021 | LinkedIn
403-299-6568
1-800-310-6484

Committed to your investment success and peace of mind.

As a partner of Stevenson Holtby Investment Management Group, our clients benefit from Jason’s extensive experience in dealing with the highest level of corporate and institutional clients in Canada as an Executive and the Head of Investment Banking at Raymond James Ltd. Clients have continued to benefit from his extensive understanding of risk management, institutional investing, corporate transactions, valuations and assessment. The combination of Jason’s experience with his steadfast view that client interests must be first, ensure that all client interactions are conducted with the highest level of integrity.  This provides clients the peace of mind about their portfolio and all financial aspects of their life.


 

•28 years experience;

•2 time winner of Top Energy Investment Banker in Canada;

•20 years in Investment Banking, 13 years as the Head of Investment Banking at Raymond James Ltd.;

•4 Years as international public company CFO; and

•Extensive experience in financing, business assessment, valuation, business transition and succession, institutional investing, risk and capital management;

•4 Years as public accounting and tax practitioner.

•13 Years on Raymond James Ltd. Executive and Capital Committee;

 

 

Darren White, B.Comm., CIM

Associate Advisor

403-299-6508 | Email me

Peace of mind comes from managing all details.

Client experience and peace of mind is achieved with the knowledge that your that the details of your financial affairs are being managed.  Darren has worked with Marta and the firm for over 18 years and is responsible for the day to day operations and ensuring all details are executed. Darren has developed extensive investment experience and plays a primary role in new product due diligence along with providing perspective surrounding day to day investment management decisions. Darren works closely with team on the integrated wealth management solutions of financial planning, insurance and tax mitigation strategies. All of this results in peace of mind.

 

•18 years experience;

•Critical part of due diligence function within the firm;

•Extensive investment management experience;

•Options licensed; and

•Responsible for the day to day operations of Stevenson Holtby Team;

•Life Insurance licensed.

•Plays a key role in sourcing new products;

 

 

Karlee Shields, B.Sc.

Associate Advisor

403-299-7034 | Email me

Goals can only be achieved through commitment and focus.

Karlee has spent the last 5 years working directly to ensure clients day to day needs are met and that information and reporting documents are disseminated on timely basis. In addition, Karlee is responsible for overseeing the coordination of all Stevenson Holtby Team functions. Her background as a Division I NCAA hockey player engrained commitment and focus. She works to ensure clients benefit from these core values. 

 

•5 years experience;

•Operations and trading support; and

•Extensive background in compliance and reporting;

•Proven team player.

•Supports fund manager due diligence activities;