David Balsdon

Chief Compliance Officer at Harvest Portfolios Group, Inc.

David Balsdon

David Balsdon

Chief Compliance Officer at Harvest Portfolios Group, Inc.

Overview
Career Highlights

GrowthWorks Capital Ltd.
SEAMARK Asset Management Ltd.
Matrix Asset Management, Inc.

RelSci Relationships

207

Number of Boards

4

Relationships
RelSci Relationships are individuals David Balsdon likely has professional access to. A relationship does not necessarily indicate a personal connection.

Former Senior Director-Worldwide Marketing at Sanmina Corporation

Relationship likelihood: Strong

Chief Financial Officer at Harvest Portfolios Group, Inc.

Relationship likelihood: Strong

Chief Operating Officer & Director at Harvest Portfolios Group, Inc.

Relationship likelihood: Strong

Chief Investment Officer & Portfolio Manager at Harvest Portfolios Group, Inc.

Relationship likelihood: Strong

President, Chief Executive Officer & Director at Matrix Asset Management, Inc.

Relationship likelihood: Strong

Former Chief Financial Officer at Matrix Asset Management, Inc.

Relationship likelihood: Strong

Family Office Director at First Affiliated Holdings Inc.

Relationship likelihood: Strong

Fund Advisor at Highstreet Asset Management, Inc.

Relationship likelihood: Strong

Founder at SEAMARK Asset Management Ltd.

Relationship likelihood: Strong

Fellow at Institute of Corporate Directors

Relationship likelihood: Strong

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David Balsdon
Chief Compliance Officer at Harvest Portfolios Group, Inc.
Career History
Chief Compliance Officer
Current

Harvest Portfolios Group, Inc. is a private company headquartered in Oakville, ON,, that provides investment advice. It was founded in 2009 by Louis Michael Kovacs, he has been the CEO since the inception date. The firm's website shows the following as a description of the company: Since 2009, Harvest Portfolios Group Inc. (“Harvest”), an independent Canadian investment management company, has been providing Canadian investors access to investment products that generate steady long term income. Harvest managed investment products embrace three investment principles – simplicity, transparency and consistent income to help investors achieve their investment goals.

Chief Compliance Officer
2015 - Current
Chief Compliance Officer
Current

Big Pharma Split Corp. is a mutual fund corporation. It invests in equity securities with focus on pharmaceutical industry. The company was founded on September 15, 2017 and is headquartered in Oakville, Canada.

Boards & Committees
Director
Current

GrowthWorks Capital specializes in the management of regionally-based venture capital funds (RVCs). The firm's managed funds invest in small and medium-sized Canadian businesses with high growth potential. They manage funds that rigorously follow core principles: (1) structure strategic investments in growth-oriented companies (2) value portfolio assets conservatively (3) build vital industry connections and (4) minimize risk through diversification. GrowthWorks invests in Canadian firms in the following sectors: information technology, life sciences, advanced materials and clean technology.GrowthWorks usually invests for a minority ownership position. They also anticipate the need for follow-on investments to support continued growth. The firm often partners with other venture capital funds and strategic partners to raise larger amounts of capital.The Working Opportunity Fund Commercialization Fund offers extra tax savings of up to 30% with the added bonus of dividend payments of up to 25% over a three-year period. The Working Opportunity Fund is available to all British Columbians. The Fund is a long-term investment and does have a hold period. It invests in fast growing British Columbia companies in the information technology, life sciences and clean technology sectors. The Fund looks for companies with strong management teams, the potential for sustainable advantages and a technological innovation for a large and growing market.The GrowthWorks Commercialization Fund seeks long-term capital appreciation through investments primarily in a portfolio of small- and medium-sized Canadian companies. It is a research-oriented investment fund that seeks to identify and invest in early-stage research-oriented companies with significant commercialization potential.The GrowthWorks Atlantic Venture Fund invests in emerging growth businesses throughout the Atlantic Provinces of Canada.The GrowthWorks Canadian Fund is a national retail venture capital fund. The Fund is an RRSP eligible investment available for purchase by residents of Alberta, Saskatchewan, Manitoba, Ontario, Northwest Territories, Yukon and Nunavut through Investment advisors and discount brokerages.

Director
Current

Seamark Capital focused on publicly traded equities of dynamically growing companies and industries. The firm's sole investment offering is the Seamark Fund LP, a commingled investment partnership. The Seamark Fund invests long/short in publicly traded equities and the portfolio is primarily comprised of exchange-traded US growth companies, although non-US entities may be included.The Seamark Fund's primary investment objective is capital appreciation; current income is not an objective. The Fund targets established and emerging growth companies across all market-caps. although a substantial portion of the assets are invested in small- to mid-cap companies. Investments tend to include the securities of companies in the consumer, energy resources & services, financial services, healthcare-related products & services, and technology sectors.The Fund pursues two primary strategies: long-term capital appreciation and short-term, time-sensitive opportunities. Seamark Capital primarily uses proprietary fundamental analysis, and secondarily, technical and macroeconomic analysis, to identify and evaluate potential investments. The investment philosophy and strategy employed is often referred to as the “Jones Model,” which is a net-long biased, moderated volatility structure with an overall capital appreciation objective.

Director, Chief Operating & Compliance Officer
Prior - 2014

The Group's principal activity is to manage investment firms. The Group provides discretionary management services to institutional clients, mutual fund clients, WRAP Programs and private clients.

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