MONTREAL & OTTAWA, Ontario & CALGARY, Alberta & VANCOUVER, British Columbia--(BUSINESS WIRE)--Calixa Capital Partners, an affiliated company to Cape Cove Financial Management, proudly welcomes Lisa Fomina, as Chief Development Officer, to its ever-expanding group of professionals. She brings over 12 years of financial industry experience to the Calixa Capital team and has proven herself within this field. Ms. Fomina possesses a distinctive blend of skills and knowledge in wealth management and business development, specifically in private capital markets.
She started her career at an IIROC dealer within the portfolio management division after completing studies in Corporate Finance and Financial Management. She then moved on to a corporate position with a Mutual Fund and Insurance Dealer where she closely worked with advisors to help build their practices and increase production. Recently, she spent five years with a global trust company, focusing on building an account administration solution for the Exempt Market Industry.
"I am excited to join Calixa Capital Partners and I look forward to leveraging my previous experience to help drive the rapid growth of the firm. I am thrilled at the opportunity to work with a team of dynamic seasoned professionals that have a unique in-depth understanding of the industry. My focus has always been on the clients, and I credit the strong relationships I have built over time to this client centric approach. Calixa also shares the same view and I believe this alignment will translate into a major benefit to our clients and will also help progress the industry,” said Ms. Fomina.
Nick Tzaferis, Calixa Capital’s President, adds, “We had the great pleasure of dealing with Ms. Fomina on many levels in her previous role. She used her experience in the EMD space to identify concerns from all perspectives, whether it was an issuer, dealer or representative and always acted quickly to provide solutions. We relied heavily on her efficiency and persistence, and hence we immediately saw the tremendous value in bringing her on to our team when the opportunity arose.”
About Calixa Capital Partners:
Calixa Capital Partners works with clients to achieve success, focusing on their needs, producing new ideas, developing effective strategies, introducing strategic partnerships, and designing high quality and scalable capital solutions. The company examines what organizations are doing to stay relevant and competitive in a fast-paced world and which ones are doing it best.
Calixa specializes in start-ups and emerging firms to help them achieve their full potential and take their businesses to their next level. With decades of combined experience, Calixa has the capabilities and expertise to provide the best financing solutions by combining insight and skill to fully maximize financial strategies. Calixa Capital offers a selection of exempt market structures and setups which have undergone a rigorous due diligence process by our product development team to create registered eligible investment products for the exempt market.