Jason Taylor, CFA in

Jason Taylor, CFA

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Founder at Clariti
📍 Montreal, Quebec, Canada

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.

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Experience
21 Years
Current Role
Founder
Job Level
Leadership
Location
Montreal, Quebec, Canada
Personality Overview

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Decision Approach
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Priorities

Topics Jason cares 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.
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Career

Work history

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

Media appearances

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Education
1-2023 - 12-2025
Masters in Sustainability Managment
HEC Montréal
2017 - 2019
Master of Business Administration (HEC Montréal)
McGill University
1998 - 2002
Bachelor of Commerce
Dalhousie University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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