Jason Taylor, CFA

Critic
DISC Type : C

Founder at Clariti

Montreal, Quebec, Canada

Overview

Jason is a senior investment executive with over 20 years of experience, specializing in sustainable finance and institutional portfolio strategy. He founded Climate Finance Advisors after holding leadership roles at two of Canada’s leading banks. He holds an MBA from HEC Montréal/McGill and a Certificate in Climate Investing.

Outside of work, Jason is a proud husband and father of two young children. He is passionate about contributing to his community through volunteerism and board work. He is also an avid, albeit self-described average, golfer.

Interesting fact: Jason was named one of the "2019 Best & Brightest" Executive MBAs by Poets & Quants.

Personality Overview

ROI Driven

Negotiator

Critic

They are quite likely to negotiate on pricing or other key terms.  They don’t appreciate bells and whistles unless backed by data. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Sustainable Finance
His entire career is focused on this, from leading sustainable finance at major banks to founding Climate Finance Advisors, which advises on over $3B in assets.
Climate Investing
He holds a Certificate in Climate Investing and founded a firm focused on advising institutional investors on climate-related capital deployment strategies.
Mentoring Leaders
As an Adjunct Professor at Concordia University, he is passionate about teaching and shaping the next generation of leaders in finance, a sentiment he shares publicly.

Media Appearances

Jason has no verified media appearances

Work History

5-2023
Founder at Clariti
6-2021 - 1-2023
Managing Director, Sustainable Finance & Advisory at National Bank of Canada
8-2018 - 6-2021
Co-Head & Director, Sustainable Finance & Advisory at Scotiabank
1-2013 - 12-2018
Associate Director, Derivative Sales at Scotiabank
1-2007 - 12-2012
Senior Manager, Fixed Income Derivatives at Montréal Exchange

Education

1-2023 - 12-2025
Masters in Sustainability Managment from HEC Montréal
2017 - 2019
Master of Business Administration (HEC Montréal) from McGill University
1998 - 2002
Bachelor of Commerce from Dalhousie University
1997 - 1998
Foundation Year Program from University of King's College
1992 - 1997
Education details unavailable from Royal St. George's College

More Information

Social Presence :

Prographics :

Exp : 21 Location : Montreal, Quebec, Canada Job Level : Leadership Designation : Founder at Clariti
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Tell them what ROI they can expect
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Jason

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Jason take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Jason

Personality Compatibility


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