Lisa Caswell, MBA, CFA

Vice President Indigenous Services

D: 416-677-1651

26 Wellington St. East, Suite 800, Toronto, ON M5E 1S2
T: 416-366-1451 | F: 416-368-9801
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About Lisa

As Vice President of T.E. Wealth’s dedicated Indigenous Services practice, Lisa brings over 30 years of experience in the investment industry as a portfolio manager and client relationship professional. She specializes in working with community leadership and trustees across Canada on the planning, development and implementation of efficient and cost-effective Indigenous trust and wealth management solutions. Lisa takes great pride in T.E. Wealth’s ability to offer trusted and comprehensive support, which includes community readiness and planning; trustee training and member communication strategies. She has a deep understanding of global economics and financial markets, including extensive knowledge of debt, equity and alternative investments. Community support is provided with a focus on balancing the needs and priorities of today with that of future generations.

Lisa holds a Bachelor of Science (Immunology) from McGill University, earned her MBA at Queen’s University, and holds the CFA designation.

Before joining T.E. Wealth, Lisa served as Director, Investment Services at a national investment management firm where she was responsible for institutional organizations including Indigenous Trusts, pension funds, endowment and foundations, insurance companies and private clients. She initiated the firm’s Indigenous services practice and is a regular presenter, moderator and panel participant at various Indigenous investment and economic development events and conferences, including those sponsored by the National Aboriginal Trust Officers Association (NATOA) and the Aboriginal Financial Officers Association (AFOA).

Lisa lives with her husband in Toronto where they raised their three children. She enjoys spending time with family, reading, golf, and travelling across Canada and abroad to learn about different cultures.

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