FEATURED WINNER

Harvest ETFs

“I had a picture of a house, and the house was Premiere Mortgage Centre”

Kerri Reed, Premiere Mortgage Centre

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EXCELLENCE AWARDEE: ETF Provider of the Year

www.harvestportfolios.com

https://www.linkedin.com/company/harvest-portfolios-group

cgrimont@harvestportfolios.com

416-649-4541

610 Chartwell Rd, Suite 204, Oakville, ON L6J 4A5

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EXCELLENCE AWARDEE: ETF Provider of the Year

www.facebook.com/HarvestETFs

@nour_private_wealth

@harvestetfs

By fostering collaboration among our specialists, we simplify complex financial matters and empower clients to make confident, informed decisions. Our approach strengthens trust and builds lasting relationships. This past year, we have met complex challenges with agility and innovation, achieving strong results for individuals, families, and businesses. From succession planning and tax optimization to asset protection, we’ve demonstrated dedication and expertise. Our focus on continuous improvement ensures we remain current with trends and regulations. We also foster a collaborative, inclusive team culture that drives exceptional service. We are proud to be considered for this award, reflecting our passion for delivering impactful solutions that help clients thrive.

The Lakes College Culinary Club (TLCCC) started with a team of 12 students and has now expanded to over 30 members, showcasing its continued success through participation in college events and even catering for local community organisations. This program not only imparts valuable culinary skills but also teaches the significance of community service, fosters practical abilities and cultivates a professional work ethic. Spanning ages 11 to 18, the Culinary Club challenges students to create elaborate six-course degustation dinners and manage large-scale catering for college gatherings. Chloe, a Year 7 student, praises the program for imparting essential life skills in an enjoyable way among friends. Likewise, Emily values the connections she forms despite the program’s demanding pace. Under the guidance of Chef Joel, TLCCC contributes to the college’s ethos and the students’ personal growth. The program’s commitment to local ingredients and culinary adventures is evident as it expands to include barista training and Responsible Service of Alcohol certification. The program seamlessly merges science, art and food technology, promoting discipline and shared responsibility. TLCCC embodies a commitment to service, community engagement and student leadership, cementing its unique character and contribution to The Lakes College.

https:/www.youtube.com/c/HarvestETFs

@blackfishfinance

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

Michael Kovacs

President and CEO Founder, President & CEO

Leadership

Rohit Mehta is President and Chief Executive Officer (CEO) of Global X Investments Canada Inc., a wholly owned subsidiary of Mirae Asset Global Investments Group, where he leads the overarching strategy and affairs of the firm. As one of Canada’s most trusted investment providers, Global X is committed to empowering Canadians to achieve their investment goals with the innovative ETF solutions needed for modern portfolios.

President and CEO

Rohit Mehta

Leadership

President & CEO

Rohit Mehta

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

Mary Medeiros

COO & Director

Paul MacDonald

CIOCEO and Chairman of PEAK Financial Group

@transalta

@blackfishfinance

facebook.com/reza.ghazi

@mldwealthmanagementgroup5617

https://www.linkedin.com/in/jonathan-hunt/

https://www.dennishuntandassociates.ca/

JothaanHunt@gpwm.ca

2045732978

18th Street, Unit A, Suite 857, Brandon, MB R7A 5B8

Jeff Talbot has been planning and advocating for clients for over 20 years. His vast experience in tax and corporate planning allows clients to increase returns and decrease the taxes paid. Jeff’s thoughts on promoting a “client-first” approach have been published in many articles in and out of the financial industry.

Founder and CEO

Jeff Talbot

Vanessa Padillo is a strategic-minded professional that delivers high-quality results for clients. As a Chartered Professional Accountant (CPA) and Certified Management Accountant (CMA), she brings 16+ years of finance and accounting experience and has played a crucial role as a founding member of The Wealth Council Financial. Her diverse background in corporate accounting, enterprise risk management, treasury & insurance, investor relations, corporate decision support, market research, and corporate communications has been instrumental in the firm’s success and in creating an exceptional client experience. Vanessa is an active community member, serving on the boards of arts organizations, and was awarded CBC’s 2022 Asian Changemaker.

Chief Financial Officer & Founding Member

Vanessa Padillo, CPA, CMA

Robert Frances founded PEAK Financial Group in 1992 and has grown it into a leading Canadian firm in independent wealth management, insurance, and financial advice. PEAK supports 1,500 professionals and 150,000 clients, with over $16 billion in assets, operating with no proprietary products or sales quotas. Robert serves on the CIRO board and has held leadership roles at IFIC and Concordia University. He was Global Chair of YPO (2011–2012) and now chairs the board of LANDR, a digital music company. He was named Ernst & Young Entrepreneur of the Year in Quebec’s Business Services category.

Founder, Chairman and CEO, PEAK Financial Group

Robert Frances

Founder, Chairman and CEO, PEAK Financial Group

Robert Frances

Edward Evans

Private Wealth Credit Consultant

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

Fletcher Hemmons is a Senior Portfolio Manager with the LePoidevin Group, delivering tailored investment strategies and comprehensive wealth planning to a broad client base. He constructs and manages portfolios using the team’s disciplined, research-driven approach. A member of the LePoidevin Group for over 15 years and David’s second portfolio management partner, Fletcher supports clients across Canada and internationally, with offices in Vancouver and Toronto. He holds a degree in finance and economics from St. Francis Xavier University and the chartered investment manager (CIM®) designation, is licensed for options, and holds a US securities license.

Senior Investment Advisor & Senior Portfolio Manager

Fletcher Hemmons

Private Wealth Credit Consultant

Senior Investment Advisor & Senior Portfolio Manager

Fletcher Hemmons