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Jeff Lisle, CFA
Founder and CEO
Jeff Lisle, CFA, is an accomplished professional with a strong background in finance and investment management.
He studied Economics at McMaster University and holds the prestigious Chartered Financial Analyst (CFA) designation.
Jeff has held various leadership roles in reputable organizations. He was the Founder and CEO of Fortifinancial, Ltd., a Partner at White Oak Global Advisors, Global Head at Chilling by the pool, Head of US Due Diligence at Albourne, Consultant at Manulife Financial, Treasurer at Canada Life, and Senior Manager at State Street.
With his extensive experience and expertise, Jeff Lisle has made significant contributions to the financial industry and has built a solid reputation in the field.
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