Four Eyes is on a mission to help wealth firms and advisors create better investor outcomes by connecting data and workflows for KYC, KYP & Suitability. Breaking down silos of data and automating workflows helps our customers scale their businesses and mitigate risk.

When you partner with Four Eyes, you work alongside a team of seasoned executives with deep experience in business transformation, financial services, data integration and analytics.


CEO & Co-founder

Lori is passionate about creating shared understanding between people, and taking friction points out of processes, to produce results. The Four Eyes digital services platform was built from this passion.

As the managing partner of two successful consulting firms, she spent 20 years helping some of Canada’s most profitable companies including JD Irving, Standard Life and Scotia Wealth, align workflow processes and employee behaviours to drive positive client experiences.

Lori is the past chair of ALS Canada and Marathon by the Sea, her volunteer efforts have also taken her abroad including work in Economic Development in Latin America.


CTO & Co-founder

Kendall is a proven product strategist and business leader with a passion for creating great product experiences. He has provided technology leadership to companies in e-health, telecom, e-commerce logistics, publishing and digital marketing.

As the co-founder of AnyWare Group, a pre-paid mobile payment solutions firm, he led the company’s growth to serve clients globally across 13 countries.  He co-founded a SaaS solution enabling traditional print media to transition online and spent several years in various senior leadership and technology roles at the Canada Revenue Agency.


Partner & Head of Growth

Jeff is a seasoned global executive with expertise in strategy and business development. His 20 years of direct experience running operational and front office teams at TD Wealth, and global experience leading technology sales into some of the world’s leading global financial services brands; means he’s well equipped to help investment firms solve today’s complex business challenges.

Jeff is committed to creating opportunities through education and is an active board member of the Merit Bursary Award Program.



Phil has helped public and private companies all over North and South America turn their data into actionable insights. He was a co-founder of AnyWare Group, delivering pre-paid mobile payment solutions to 13 countries around the world.

As a Software Architect he has successfully delivered scalable big data solutions in a multitude of industries from transportation, IPTV, telecom, e-health and government services. Phil lives to build the most relevant, scalable software using agile development. A data science guru, anyone whose worked with Phil knows “Where there’s a Phil, there’s a way!”.

We work with you through every step of the process.

Get in touch and let us walk you through the benefits of partnering with Four Eyes Financial.

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