FEATURED excellence awardee
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EXCELLENCE AWARDEE: ETF Provider of the Year
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Michael Kovacs
Founder, President & CEO
Michael Kovacs founded Harvest Portfolios Group in 2009 and is an over-35-year veteran of the investment management business. Since 1991 he has held senior management positions with four large asset management companies. 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 is also the Chairman of the Board for Harvest.
Michael Kovacs
Founder, President & CEO
Since 2009, as a fully independent ETF provider, Harvest has provided innovative products with a focus on quality that serve long-term investors and their advisors. These are ETFs that cater to the needs of the Canadian market, focusing on investors’ key goals: preservation of capital, growth opportunities, and steady income. Advisors and investors have responded to Harvest’s independence, reliability, and innovation, helping to grow the firm’s AUM from under $1 billion at the end of 2020 to over $5 billion by December of 2024.
What makes Harvest ETFs stand out:
At Harvest ETFs we use a simple, powerful approach to investing. We begin by identifying growth industries or megatrends.
Growth industries have strong long-term-growth prospects powered by structural forces.
Megatrends are areas of opportunity created by rapid changes in technology, social preferences, or economic circumstances. We then capture those opportunities by investing in high-quality businesses. We see high-quality businesses as the best companies to own for long-term capital appreciation.
We focus on these high-quality businesses because they have historically led growth industries and megatrends. They have also been key to creation and preservation of wealth over time. Therefore, we build our portfolios out of high-quality businesses.
When we believe a portfolio is well suited to income generation, we then apply a covered call strategy to it. This strategy generates consistent, tax-efficient monthly income for unitholders.
Those three key factors make the Harvest formula unique: the identification of growth industries or megatrends, a focus on high-quality businesses, and the use of covered call strategies where appropriate.
We are dedicated to this approach, and that makes it compelling. It’s a straightforward, effective strategy for the creation and preservation of wealth.
Mary Medeiros
COO & Director
Paul MacDonald
CIO
Caroline Grimont
SVP Marketing
Mary Medeiros 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. She has over 30 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.
Mary Medeiros
COO & Director
Paul MacDonald serves as the Chief Investment Officer and Portfolio Manager for Harvest. Paul joined Harvest in January 2013 and has over 20 years of experience in the investment business, with over 15 years as portfolio manager. Paul oversees the investment team, 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.
Paul MacDonald
CIO
Caroline Grimont is the SVP of Marketing at Harvest ETFs. She is passionate about helping beginner investors gain confidence and understand the basics of effective investing and setting financial goals. With over 20 years of experience in national-level marketing, a bachelor of finance, and an MBA, she has acquired a unique blend of personal and professional insights to help others learn more about navigating the world of investing. Named one of Canada’s Best Executives by The Globe and Mail’s Report on Business, Caroline understands that many new investors are eager to grow their financial literacy but often find traditional financial education intimidating. Her goal is to provide investors with clear, fun, practical tips to help them build their knowledge and make informed decisions.
Caroline Grimont
SVP Marketing
