Lisa Hodges
Chief Investment Officer
I am the chief investment officer at bfsolution group being responsible for managing and overseeing the firm’s investment strategies, incorporating style and risk analysis, trading and ESG characteristics. The range of her service isn’t limited to the comprehensive investment management & advisory alongside offering financial advice, tax guidance, estate planning wills, & trusts, for both high-net-worth individuals and cooperation’s. Lisa is experienced across various forms of wealth generation often researching and analyzing profitable investments to find the most lucrative opportunities for her clients With over 15 years of industry experience, prior to her role at BfsolutionGroup she held various roles as an equity analyst where she was responsible for analyzing financial data, monitoring market trends, and producing research reports on specific companies or sectors. She operates with a team of market thinker’s, analyst and investment managers who develop, systemize, and compound market understanding formulating investment strategies which will to be deployed across her clients’ portfolios often yielding the desired return. In the recent years she has been at the forefront for the design, training & development of new research methods while investing across cutting edge technology to make her visions a reality.
Academic Qualification
B.A. economic (Honors) University of Western Ontario, 1993-1997 )
J.D Juris Doctor McGill University 1998-2001 )
Bar Admission
Toronto 2002
California 2010
Professional Qualification
Admitted at Allen & Overy Toronto 2002-2006
Admitted at Manulife Bank of Canada 2007-2009
Admitted at Baker McKenzie 2010 –2014
Admitted at Bf Solution 2014
Languages
English
French