FEATURED EXCELLENCE AWARDEE
Harvest ETFs
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Kerri Reed,
Premiere Mortgage Centre
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EXCELLENCE AWARDEE: The Park Avenue Securities Award for CEO of the Year
https://tagadvisors.us/
https://www.linkedin.com/ company/tagadvisors/
graines@tagadvisors.us
(877) 676-6785 ext. 501
Glen Allen, Virginia
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@nour_private_wealth
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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.
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.
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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
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 & CEO
Rohit Mehta
Greg Raines is the Chief Executive Officer of TAG Advisors, one of the largest and fastest-growing Enterprise OSJs (Offices of Supervisory Jurisdiction) in the independent wealth management space. With over three decades of industry experience and a deep commitment to the entrepreneurial advisor model, Greg has built TAG Advisors from a zero-production startup in 1996 into a powerhouse organization generating over $140 million in annual revenue and managing more than $18 billion in assets under advisement.
Greg’s vision is rooted in creating a firm where independent advisors can maintain autonomy while accessing the deep support systems typically reserved for large institutions. That vision has driven the development of five integrated service verticals – TAG Invest, TAG Protect, TAG Retire, TAG Planning, and TAG Assist – with TAG Tax, TAG Tech, and TAG Marketing coming to market in 2025. These business lines offer comprehensive, scalable resources to enhance the well-established practices of the advisors they serve, giving them a la carte access to expert teams dedicated to their success.
TAG’s growth under Greg’s leadership has been extraordinary. In 2024 alone, the firm added 60 new advisors representing more than $21 million in gross dealer concession (GDC) and nearly $2 billion in recruited assets. Over 70 percent of that year’s record-breaking recruiting came from internal referrals – a testament to the strength of the firm’s advisor relationships. At the same time, TAG maintains an advisor retention rate of over 95 percent, demonstrating Greg’s dedication to long-term partnership and exceptional service.
Greg emphasizes strategic engagement and cultural cohesion across the organization. TAG holds weekly firmwide elective meetings to provide advisors with timely updates, celebrate professional and personal milestones, and reinforce a strong sense of community. Internally, his leadership team meets daily to align advisor-specific priorities and execute firm-wide strategic objectives.
As TAG’s reach has expanded, so has its influence. The firm’s annual Thrive conference now hosts more than 300 participants, reinforcing TAG’s reputation as both a leader in professional development and a collaborative force within the industry. Greg has also led targeted initiatives to address demographic challenges in financial services, including enhanced continuity planning, practice-acquisition support, and educational programs aimed at fostering advisor succession and generational transitions.
Inspired in part by Greg’s daughter’s entrance into the profession, TAG has focused initiatives to elevate female advisors, achieving above-average female representation across all organizational levels. TAG maintains a zero-tolerance policy toward the outdated attitudes that have historically challenged women in financial services.
Greg’s efforts have earned broad recognition, including a 2022 Wealth Solutions Report (WSR) award for outstanding enterprise performance and a 2025 nomination for CEO of the Year from InvestmentNews.
Greg Raines exemplifies the ability to scale with purpose – balancing rapid growth with meaningful relationships, innovative infrastructure with hands-on support, and industry leadership with personal accountability. As CEO, he continues to lead TAG Advisors with clarity, vision, and an unwavering commitment to creating a firm where independent entrepreneurial advisors thrive.
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
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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
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
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
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
EXCELLENCE AWARDEE: The Park Avenue Securities Award for CEO of the Year
Gregory Raines
TAG Advisors
Maili Wong, CFA, CFP®, FEA
The Wong Group at Wellington-Altus Private Wealth
The Wong Group at Wellington-Altus Private Wealth
Maili Wong, CFA, CFP®, FEA