Laura Tase, Cfa, Mba

Laura Tase, Cfa, Mba Email and Phone Number

Vice President Institutional Sales @ Harvest ETFs
Toronto, ON, CA
Laura Tase, Cfa, Mba's Location
Toronto, Ontario, Canada, Canada
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.

Laura Tase, Cfa, Mba's Current Company Details
Harvest ETFs

Harvest Etfs

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Vice President Institutional Sales
Toronto, ON, CA
Website:
harvestportfolios.com
Employees:
43
Laura Tase, Cfa, Mba Work Experience Details
  • Harvest Etfs
    Vice President Institutional Sales
    Harvest Etfs
    Toronto, On, Ca
    View
  • Bmo Global Asset Management
    Vice President, Bmo Etfs, Ontario
    Bmo Global Asset Management Nov 2016 - Dec 2023
    Toronto, Ontario, Ca
    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.
    View
  • Bmo Global Asset Management
    Vice President, Regional Sales, Downtown Toronto
    Bmo Global Asset Management Feb 2014 - Nov 2016
    Toronto, On, Ca
    • 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.
    View
  • Bmo Global Asset Management
    Vice President, Managed Assets, Central Canada
    Bmo Global Asset Management Jan 2013 - Jan 2014
    Toronto, On, Ca
    View
  • Bmo Global Asset Management
    Vice President, Regional Sales
    Bmo Global Asset Management Feb 2012 - Jan 2013
    Toronto, On, Ca
    View
  • Redwood Asset Management Inc.
    Regional Sales Manager
    Redwood Asset Management Inc. Oct 2009 - Feb 2012
  • Provisus Wealth Management
    Business Development Specialist
    Provisus Wealth Management Jun 2009 - Oct 2009
    Toronto, On, Ca
    View
  • Scotia Capital
    Equity Research Associate
    Scotia Capital Dec 2007 - May 2008
    Toronto, Ontario, Ca
    View
  • Aim Trimark Investments
    Analyst, Reporting And Analytics
    Aim Trimark Investments Jan 2007 - Dec 2007
  • Aim Trimark Investments
    Client Relationship Associate
    Aim Trimark Investments Sep 2004 - Dec 2006

Laura Tase, Cfa, Mba Skills

Mutual Funds Portfolio Management Investments Wealth Management Investment Strategies Investment Advisory Equities Financial Services Asset Management Wealth Management Services Securities Etfs Financial Advisory Retirement Planning Capital Markets Bloomberg Strategy Asset Allocation Management Business Development Financial Planning Financial Analysis Alternative Investments Valuation Relationship Management Risk Management Crm Fixed Income Investment Management Financial Markets Hedge Funds Strategic Financial Planning High Net Worth Individuals New Business Development Analytics Separately Managed Accounts Unified Managed Accounts Market Research Banking

Laura Tase, Cfa, Mba Education Details

  • University Of Windsor
    University Of Windsor
    Finance
  • Academia De Studii Economice Din București
    Academia De Studii Economice Din București
    Finance/Economics

Frequently Asked Questions about Laura Tase, Cfa, Mba

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 the current company?

Laura Tase, Cfa, Mba's current role is Vice President Institutional Sales.

What schools did Laura Tase, Cfa, Mba attend?

Laura Tase, Cfa, Mba attended University Of Windsor, Academia De Studii Economice Din București.

What skills is Laura Tase, Cfa, Mba known for?

Laura Tase, Cfa, Mba has skills like Mutual Funds, Portfolio Management, Investments, Wealth Management, Investment Strategies, Investment Advisory, Equities, Financial Services, Asset Management, Wealth Management Services, Securities, Etfs.

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