Our People

Board of Directors

Michael Kovacs

Michael Kovacs

President & Chief Executive Officer

Mary Medeiros

Mary Medeiros

Chief Operating Officer & Director

Townsend Haines

Townsend Haines

Director

Dr. Nick Bontis

Dr. Nick Bontis

Director

Management Team

Michael Kovacs

Michael Kovacs

President & Chief Executive Officer

Mary Medeiros

Mary Medeiros

Chief Operating Officer & Director

Daniel Lazzer, CPA, CA

Daniel Lazzer, CPA, CA

Chief Financial Officer

Paul MacDonald, CFA

Paul MacDonald, CFA

Chief Investment Officer

David Balsdon

David Balsdon

Chief Compliance Officer

Caroline Grimont, MBA

Caroline Grimont, MBA

Vice President Marketing

Erin Marof, CPA, CA

Erin Marof, CPA, CA

Vice President Finance

David Wysocki

David Wysocki

Vice President National Sales

Investment Management Team

Paul MacDonald, CFA

Paul MacDonald, CFA

Chief Investment Officer

James Learmonth, CFA

James Learmonth, CFA

Senior Portfolio Manager

Mike Dragosits, CFA

Mike Dragosits, CFA

Portfolio Manager

Kushal Agarwal, CFA

Kushal Agarwal, CFA

Investment Associate

Sub-advisor:

Sub-advisor:

Amundi Pioneer Asset Management

Sales Team

Canada

David Wysocki

David Wysocki

Vice President National Sales

Ontario & Eastern Canada

Jack Ng

Jack Ng

Assistant Vice President, Sales

Ontario & Western Canada

Philip Douglas

Philip Douglas

Managing Director

Alberta & Saskatchewan

Cliff Cassidy

Cliff Cassidy

Managing Director

Quebec

Rafael Turcotte

Rafael Turcotte

Managing Director

British Columbia

Josh Mays-Quinn

Josh Mays-Quinn

Managing Director

Sales Support

Eastern Canada

Mike Kapitan

Mike Kapitan

Business Development Manager

Western Canada

Brad McMillan

Brad McMillan

Business Development Manager

British Columbia

Dan Mark

Dan Mark

Business Development Manager

Ontario West & Manitoba

Kyle Favell

Kyle Favell

Business Development Manager

Marketing Team

Caroline Grimont

Caroline Grimont

Vice President Marketing

Gordon Ma

Gordon Ma

Marketing Manager

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Michael Kovacs

President & Chief Executive Officer





Michael founded Harvest Portfolios Group Inc. in 2009 and is a 31 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





Mary is a founding member of Harvest Portfolios Group, having played an integral role in setting up the firm’s operations in 2009. Initially, as Vice President of Operations, Mary oversaw the successful growth of the firm’s operations, systems, administration and key service provider relationships since inception. Ms. Medeiros has over 26 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.

Townsend Haines
Director

Townsend serves as a member of Harvest’s Board of Directors bringing over 36 years of experience in the Investment Management business. Townsend first joined Harvest as a Board member in 2009 and later served for 5 years as the Managing Director and CFO. Townsend has extensive experience in sales, sales management, product development and strategic planning in the investment industry. Townsend was also previously Vice President of Sales at AGF, Guardian Group of Funds, Franklin Templeton and was Executive Director of Global Strategy. Townsend’s board and committee memberships have included the University of Western Ontario Senate and Board of Governors and the Investment Funds Institute of Canada. He is currently a member of the Investment Committee of the Board of Regents of Victoria University at University of Toronto.

Dr. Nick Bontis
Director

Dr. Nick Bontis serves as a member of Harvest’s Board of Directors. Nick is an award-winning tenured professor of strategic management at the DeGroote School of Business, McMaster University. He received his PhD from the Ivey School of Business, University of Western Ontario. His ground-breaking doctoral dissertation on the mutual fund industry went on to become the #1 selling thesis in Canada. He has won over a dozen major teaching awards and the faculty researcher of the year twice. He is also a 3M National Teaching Fellow, an exclusive honour only bestowed upon the top university professors in the country. Prior to his career in academia, Nick was an award-winning securities analyst at CIBC Securities Inc. Tom Stewart, former Editor of the Harvard Business Review and FORTUNE Magazine, recognizes him as a “pioneer and one of the world’s real intellectual capital experts”.











Michael Kovacs

President & Chief Executive Officer





Michael founded Harvest Portfolios Group Inc. in 2009 and is a 31 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





Mary is a founding member of Harvest Portfolios Group, having played an integral role in setting up the firm’s operations in 2009. Initially, as Vice President of Operations, Mary oversaw the successful growth of the firm’s operations, systems, administration and key service provider relationships since inception. Ms. Medeiros has over 26 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





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 13 years in public accounting and close to 11 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




Paul serves as the Chief Investment Officer and Portfolio Manager for Harvest. Paul joined Harvest in January 2013 and has 18 years of experience in the investment business, with 15 years as portfolio manager. Paul oversees the investment team and co-covers select Healthcare and Real Estate companies globally and is the lead portfolio manager on the Harvest Healthcare Leaders Income ETF, one of Canada’s largest Healthcare ETFs. He is a frequent media guest commentator on BNN, Globe & Mail, Morningstar, and other leading industry media. Previously Paul held positions as Vice President and Portfolio Manager at a Canadian asset manager where he was responsible for the investment portfolios, including a Lipper Award winning Fund.










David Balsdon
Chief Compliance Officer

David joined Harvest in January 2015 and brings over 26 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, MBA
Vice President Marketing

Caroline Grimont is the VP of Marketing 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 21 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.










Erin Marof, CPA, CA
Vice President Finance

Erin joined Harvest in September 2018 as Vice President, Finance bringing over 26 years of experience in financial services including 21 years at a privately held investment management firm. Erin brings an operational perspective to accounting, financial reporting and tax compliance for Harvest and its investment funds, responsible for accounting, valuation and continuous disclosure requirements. Erin has participated in various industry committees throughout her career including IFIC, PMAC and the OSC Investment Products Advisory Committee. Erin is a CPA, CA, having earned her work experience as an auditor with KPMG. She is also a graduate of McMaster University where she earned a Bachelor of Commerce degree.










David Wysocki
Vice President National Sales

David Wysocki is a senior sales executive. He started his career as a financial advisor before moving to the sales side to help develop and grow the ETF market for a leading Canadian financial institution. As VP National Sales for Harvest ETFs, David will oversee a team of sales professionals across Canada. With strong leadership skills, excellent product knowledge and a consultative selling approach, he brings a proven ability to drive sales, as well as manage national accounts. A dynamic speaker, David enjoys presenting educational sessions to advisors nationwide.





















Paul MacDonald, CFA

Chief Investment Officer




Paul serves as the Chief Investment Officer and Portfolio Manager for Harvest. Paul joined Harvest in January 2013 and has 18 years of experience in the investment business, with 15 years as portfolio manager. Paul oversees the investment team and co-covers select Healthcare and Real Estate companies globally and is the lead portfolio manager on the Harvest Healthcare Leaders Income ETF, one of Canada’s largest Healthcare ETFs. He is a frequent media guest commentator on BNN, Globe & Mail, Morningstar, and other leading industry media. Previously Paul held positions as Vice President and Portfolio Manager at a Canadian asset manager where he was responsible for the investment portfolios, including a Lipper Award winning Fund.










James Learmonth, CFA
Senior Portfolio Manager

James joined Harvest in June of 2015 bringing over 14 years of experience in the asset management industry to the firm. Prior to joining Harvest James spent the majority of his career as a member of the U.S. Equity team at a major Canadian asset management firm where he developed a disciplined approach to identifying attractive investment opportunities. He served as a Portfolio Manager for over 6 years, specializing in U.S. equities with investment responsibilities related to a variety of diversified and sector-focused mandates. His main areas of focus included the Utilities, Information Technology and Health Care sectors as well as broadly diversified Socially Responsible Investing themes. James also held progressive investment analyst roles during his tenure, with an emphasis on evaluating opportunities in the U.S. Information Technology sector. James graduated with honours from Brock University with a Bachelor of Business Administration degree in the Finance concentration and is a CFA Charterholder.










Mike Dragosits, CFA
Portfolio Manager

Mike joined Harvest in March of 2017 bringing over 8 years of broad investment industry experience to the firm. Immediately prior to joining Harvest, he was a Senior Commodity Strategist and part of the Global Macro Strategy team at a major Canadian investment bank, where he conducted in-depth fundamental and technical research and prepared detailed investment recommendations for internal and external clients globally. Mike previously served as an Analyst and Trader on the Fixed Income team at a leading Canadian asset management firm and as an Investment Analyst at a Canadian multi-strategy hedge fund. He completed his Master of Business Administration (major in Finance & Funds Management) at the University of Toronto Rotman School of Management and also obtained his Bachelor of Commerce with honours from the University of Guelph. Mike is also a CFA Charterholder.










Kushal Agarwal, CFA
Investment Associate

Kushal joined Harvest in 2020 bringing with him over 6 years of investment experience. Prior to joining Harvest he was on the product management team for a global $18 billion asset management firm and was previously an investment banking analyst covering Energy & Power at Bank of America Continuum. Kushal has a Masters in European Business, an MBA and a Bachelor of Engineering in Computer Science and is a CFA Charterholder.

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