“I have worked with Caroline as a consultant at Excel Funds Management Inc. for more than three years. She is an astute professional with a deep understanding of the business practices and processes that drive sales and marketing success in the firm’s retail, private wealth and institutional channels. Drawing on her extensive background, she has successfully redesigned and implemented Excel’s marketing, communication, content management, social media and digital strategies, while maximizing efficiency through effective implementation of innovative technology. As an individual, Caroline is a dedicated professional with outstanding leadership capabilities. She is an excellent communicator with an affable personality. ”
About
As VP of Marketing at Harvest ETFs, I lead a dynamic team focused on promoting our diverse ETF portfolios, including equity income, enhanced income, fixed income, and growth-focused options. My expertise spans product marketing, business planning, brand management, advertising, events, media buying, communications, and market research. I utilize data and analytics to drive effective campaigns, aiming to generate awareness, demand, and loyalty among advisors, investors, and stakeholders. My goal is to deliver value and advance Harvest ETFs' mission and vision.
Contributions
Activity
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It’s been an exciting few months at Harvest ETFs developing and launching a suite of ‘Income Shares’. These innovative solutions are designed to…
It’s been an exciting few months at Harvest ETFs developing and launching a suite of ‘Income Shares’. These innovative solutions are designed to…
Liked by Caroline Grimont
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🎙HUGE thank you to Kelly Yefet for hosting me on the How I Became Podcast LOVE & MONEY edition. 🫵 You know you should be investing in your…
🎙HUGE thank you to Kelly Yefet for hosting me on the How I Became Podcast LOVE & MONEY edition. 🫵 You know you should be investing in your…
Liked by Caroline Grimont
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Presented in partnership with University of Toronto - Rotman School of Management, our dynamic five-week executive education program is designed to…
Presented in partnership with University of Toronto - Rotman School of Management, our dynamic five-week executive education program is designed to…
Liked by Caroline Grimont
Experience
Education
Licenses & Certifications
Volunteer Experience
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Business Mentor
The Scotiabank Women Initiative
- Present 2 years
Economic Empowerment
Program that helps increase economic and professional opportunities for women to be successful now, and in the future.
Courses
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Word Press
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Honors & Awards
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Canada’s Best Executives 2023 @Report On Business
Report On Business
https://pr.theglobeandmail.com/march-9-2023
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2022 Wealth Professional Awards Winner --- ETF Provider of the Year - Harvest ETFs
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The WP Magazine Readers's Choice Award for Advertising Campaign of the Year - Harvest ETFs
Wealth Professional Magazine, KMI Publishing
Finalist
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Best Finance Conference, The Asian Banker Summit
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BCTIA 2001 award for the best application of web technology
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Languages
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English
Native or bilingual proficiency
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French
Native or bilingual proficiency
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Chinese
Elementary proficiency
Organizations
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CEFTA, Canadian ETF Association
Committee Member
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Marketing Institute of Singapore
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http://www.mis.edu.sg/
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NACHA - Electronic Payment Association
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https://www.nacha.org/
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Women in ETFs
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https://womeninetfs.com/page/Canada?
Recommendations received
6 people have recommended Caroline
Join now to viewMore activity by Caroline
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Harvest Announces New Harvest High Income Shares ETFs Listings on the TSX. https://lnkd.in/evnrTSHF $LLYH, $AMZH, $MSFH, $NVDH
Harvest Announces New Harvest High Income Shares ETFs Listings on the TSX. https://lnkd.in/evnrTSHF $LLYH, $AMZH, $MSFH, $NVDH
Shared by Caroline Grimont
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This morning, Harvest ETFs launched the following single stock ETFs as High-Income Share ETFs that invest in top US stocks: - Microsoft - Amazon -…
This morning, Harvest ETFs launched the following single stock ETFs as High-Income Share ETFs that invest in top US stocks: - Microsoft - Amazon -…
Liked by Caroline Grimont
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This room was vibrating at a seriously high level! I guess this is what happens when powerhouse women Exhale together! I can't say enough about the…
This room was vibrating at a seriously high level! I guess this is what happens when powerhouse women Exhale together! I can't say enough about the…
Liked by Caroline Grimont
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Fishing on the west coast and caught my first halibut! Taking time to unwind and refresh after a busy year is crucial. Wishing everyone the chance to…
Fishing on the west coast and caught my first halibut! Taking time to unwind and refresh after a busy year is crucial. Wishing everyone the chance to…
Liked by Caroline Grimont
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MoneySense is at the MoneyShow, coming up Sept. 13–14! Get your complimentary ticket to join MoneySense for the session “The Top ETFs in Canada for…
MoneySense is at the MoneyShow, coming up Sept. 13–14! Get your complimentary ticket to join MoneySense for the session “The Top ETFs in Canada for…
Liked by Caroline Grimont
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This was such a fun piece to work on. Indulge your inner money geek.
This was such a fun piece to work on. Indulge your inner money geek.
Liked by Caroline Grimont
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If pets are family don't you want to know where their food is coming from? Jacqueline Prehogan wanted to know. The result - a business called Open…
If pets are family don't you want to know where their food is coming from? Jacqueline Prehogan wanted to know. The result - a business called Open…
Liked by Caroline Grimont
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Almost exactly a decade ago, I had the privilege of collaborating with a remarkable team at DHL to establish a business in Thailand with Kiattichai…
Almost exactly a decade ago, I had the privilege of collaborating with a remarkable team at DHL to establish a business in Thailand with Kiattichai…
Liked by Caroline Grimont
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