Management Team

Michael Kovacs

President & Chief Executive Officer

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Michael founded Harvest Portfolios Group Inc. in 2009 and is a 30 year veteran of the Investment management business. Since 1991 he has held senior management positions with 4 companies. From 2002 to 2009 as Managing Director of Sentry Mutual Funds and Senior Vice President of Sentry Investments. He was a Vice President with Guardian Capital Group from 1991 to 1995, Vice President of National Sales with AIC Funds from 1995 to 2000 and Vice President of Distribution with ING Funds from 2000 to 2002. Michael began his career as an Investment Advisor and for seven years managed money for individual investors. He is a strong believer in providing individuals with Investment products that have long term fundamental mandates and portfolio transparency. Michael has been featured in the Globe & Mail, National Post and BNN. Michael is also the Chairman of the Board for Harvest.

Mary Medeiros

Chief Operating Officer & Director

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Mary joined Harvest in 2009 as the Vice President of Operations and has overseen the successful growth of the firm’s operations, systems, administration and key service provider relationships since inception. Ms. Medeiros has over 24 years of Industry experience and managed national administration and sales systems for a Canadian Mutual Fund company and Branch operations for an Investment Dealer. She was licensed as an advisor in 1997, working directly with retail investors until joining a Canadian Investment Fund Manager in 2000. Mary serves on the Board of Directors.

Daniel Lazzer, CPA, CA

Chief Financial Officer

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Daniel joined Harvest in 2013 and serves as the Chief Financial Officer. Prior to his current position Daniel was Vice President of Finance from March 2013 to December 2014. Previously, Daniel spent over 12 years in public accounting and close to 10 years with Pricewaterhouse Coopers LLP (PwC) in the Audit and Assurance practice. For over half of his tenure at PwC he specialized in the investment management industry where he provided audit services to a diverse client base which included mutual fund companies, asset managers, hedge funds and brokers. Prior to this he serviced various clients in the consumer products and real estate industries. Daniel was also actively involved at PwC through instructing educational programs for partners and staff. Daniel holds a Bachelor of Business Administration degree from the Schulich School of Business at York University and is a Chartered Accountant.

Paul MacDonald, CFA

Chief Investment Officer

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Paul serves as the Chief Investment Officer and Portfolio Manager for Harvest. Paul joined Harvest in January 2013 as Vice President of Investments and previously had over 15 years experience in the investment business. Paul was Vice President and Portfolio Manager at Creststreet Asset Management where he was responsible for the management of portfolios with a focus on the Canadian and resource markets and was involved in developing several closed end and tax efficient fund structures. Paul also spent five years at a Canadian investment management firm where he focused on specialty tax investments and was the lead manager of an award winning Canadian natural resource fund. Paul spent three years as an investment associate with a major North American investment firm. Paul obtained a Bachelor of International Finance degree from Griffith University in Australia and holds a CFA charter.

David Balsdon

Chief Compliance Officer

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David joined Harvest in January 2015 and brings over 25 years of experience through a progressive career in the investment fund management business. Prior to his current position, David was Vice President of Compliance from January 2015 to September 2015. Prior to joining Harvest, David has held positions of Chief Operating Officer, Chief Compliance Officer, Secretary-Treasurer and Director at two investment management firms. During his career, David has worked in the areas of operations, financial reporting, compliance, client service and fund product development. David has spent time sitting on investment fund industry committees and boards of investment funds in various capacities. David has successfully completed senior Canadian Securities Institute courses such as the Partner, Directors and Officers Qualifying Exam and the Chief Compliance Officers Qualifying Exam.

Caroline Grimont

Marketing Director

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Caroline Grimont is the Marketing Director at Harvest Portfolios Group, responsible for overseeing the planning, development and execution of the firm’s marketing and advertising initiatives.  Caroline has an extensive international background, with over 20  years in Asia, Australia, USA and Europe.  A veteran of the financial services industry, Caroline has served as SVP Marketing & Sales for Excel Funds Management Inc (acquired by Sun Life Global Investments), and Head of Business Development at OANDA Corporation, an internet-based foreign exchange trading platform.  She was the Publisher & Executive Director of The Asian Banker (Singapore). She is fluently bilingual with extensive experience in the investment & financial services industries; and a successful history of managing sales and marketing teams. Caroline holds a Master’s Degree in International Economics from the National University of Singapore, a Bachelor of Finance (First Class Honors) degree from University College Dublin, and the Canadian Securities Course.