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Laura Tase, Cfa, Mba Email & Phone Number
Vice President Institutional Sales
at
Harvest ETFs
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Vice President Institutional Sales
Location
Toronto, Ontario, Canada
Company size
Who is Laura Tase, Cfa, Mba? Overview
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Quick answer
Laura Tase, Cfa, Mba is listed as Vice President Institutional Sales at Harvest ETFs, a with 43 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Laura Tase, Cfa, Mba.
Laura Tase, Cfa, Mba previously worked as Vice President, BMO ETFs, Ontario at Bmo Global Asset Management and Vice President, Regional Sales, Downtown Toronto at Bmo Global Asset Management. Laura Tase, Cfa, Mba holds Mba, Finance from University Of Windsor.
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Email format at Harvest ETFs
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Harvest ETFs
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Profile bio
About Laura Tase, Cfa, Mba
I specialize in helping Institutional Clients and Investment Advisors better meet the needs of investors, by developing long-term partnerships, acting as a resource, and an idea-generator in their decision-making and business-building initiatives.I've worked in the financial services industry since 2004, in a variety of roles. My years of experience allow me to better understand what clients need and expect from their sales partners. I am able to excel at this by focusing on unique marketing and tax strategies that help clients manage and grow their business. I possess expert product knowledge in ETFs, managed assets, mutual funds and segregated fund products, which gives me – and our partners – a competitive edge. I consider my strengths to be effective communications and presentation skills, relationship building, prospecting, and an ability to plan and implement sales strategies designed to achieve the goals of the business.
Listed skills include Mutual Funds, Portfolio Management, Investments, Wealth Management, and 35 others.
Current workplace
Laura Tase, Cfa, Mba's current company
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Harvest Etfs
10 roles
Laura Tase, Cfa, Mba work experience
A career timeline built from the work history available for this profile.
Vice President, Bmo Etfs, Ontario
Execute business-building, practice management and portfolio construction strategies• In-depth knowledge of mutual fund, ETF and seg fund product lineup• Ability to grow assets through new relationships• Provide Advisors with the “story” behind a product so they can better position it with their clients and increase their likelihood of success• Make complex issues easy to understand and communicate to investors• Strong presentations skills and ability to relate with all different types of end investorsManaging more than $130B worldwide on behalf of retail, high net worth and institutional investors, BMO Global Asset Management (BMO GAM) offers a comprehensive suite of wealth management solutions to a diverse and evolving client base.Combining award-winning ETFs and Mutual Funds, experienced portfolio management, proven performance and unparalleled support, BMO GAM helps to address to complexities of investing as an innovative leader with a deep understanding of the professionals we serve.
Nov 2016 - Dec 2023
Vice President, Regional Sales, Downtown Toronto
• Execute business-building, practice management and portfolio construction strategies• In-depth knowledge of mutual fund, ETF and seg fund product lineup• Ability to grow assets through new relationships• Provide Advisors with the “story” behind a product so they can better position it with their clients and increase their likelihood of success• Make complex issues easy to understand and communicate to investors• Strong presentations skills and ability to relate with all different types of end investorsManaging more than $130B worldwide on behalf of retail, high net worth and institutional investors, BMO Global Asset Management (BMO GAM) offers a comprehensive suite of wealth management solutions to a diverse and evolving client base.Combining award-winning ETFs and Mutual Funds, experienced portfolio management, proven performance and unparalleled support, BMO GAM helps to address to complexities of investing as an innovative leader with a deep understanding of the professionals we serve.
Feb 2014 - Nov 2016
Vice President, Managed Assets, Central Canada
Jan 2013 - Jan 2014
Vice President, Regional Sales
Feb 2012 - Jan 2013
Regional Sales Manager
Redwood Asset Management Inc.
Oct 2009 - Feb 2012
Business Development Specialist
Jun 2009 - Oct 2009
Equity Research Associate
Dec 2007 - May 2008
Analyst, Reporting And Analytics
Aim Trimark Investments
Jan 2007 - Dec 2007
Client Relationship Associate
Aim Trimark Investments
Sep 2004 - Dec 2006
2 education records
Laura Tase, Cfa, Mba education
Mba, Finance
University Of Windsor
Bachelor Of Arts (Honours), Finance/Economics
Academia De Studii Economice Din București
FAQ
Frequently asked questions about Laura Tase, Cfa, Mba
Quick answers generated from the profile data available on this page.
What company does Laura Tase, Cfa, Mba work for?
Laura Tase, Cfa, Mba works for Harvest ETFs.
What is Laura Tase, Cfa, Mba's role at Harvest ETFs?
Laura Tase, Cfa, Mba is listed as Vice President Institutional Sales at Harvest ETFs.
Where is Laura Tase, Cfa, Mba based?
Laura Tase, Cfa, Mba is based in Toronto, Ontario, Canada while working with Harvest ETFs.
What companies has Laura Tase, Cfa, Mba worked for?
Laura Tase, Cfa, Mba has worked for Harvest Etfs, Bmo Global Asset Management, Redwood Asset Management Inc., Provisus Wealth Management, and Scotia Capital.
How can I contact Laura Tase, Cfa, Mba?
You can use AeroLeads to view verified contact signals for Laura Tase, Cfa, Mba at Harvest ETFs, including work email, phone, and LinkedIn data when available.
What schools did Laura Tase, Cfa, Mba attend?
Laura Tase, Cfa, Mba holds Mba, Finance from University Of Windsor.
What skills is Laura Tase, Cfa, Mba known for?
Laura Tase, Cfa, Mba is listed with skills including Mutual Funds, Portfolio Management, Investments, Wealth Management, Investment Strategies, Investment Advisory, Equities, and Financial Services.
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