Lori Weir: Scaling for Success in FinTech

Julie's Big Gorgeous Goals: Official Workbook is here! Order your copy today.Welcome to Figure Eight, where we feature inspiring stories of women entrepreneurs who’ve grown their businesses to seven and eight figures. Today, we’re joined by Lori Weir, co-founder and CEO of Four Eyes Financial, a fintech company. Lori, an experienced entrepreneur, began her journey in 1996. Her first venture was an adventure-based learning company in New Brunswick, inspired by a consulting project on incentive travel.Lori later transitioned into consulting, focusing on organizational design and operational efficiency. Through her work with wealth management firms, she identified inefficiencies in risk profiling and investor communication. This insight led her to co-found Four Eyes Financial in 2015 with her partner, leveraging his technical expertise to build a product that simplifies and improves the investment process.Lori shares her experiences scaling a tech company, the importance of securing funding, and the challenges of constant innovation. Despite being based in New Brunswick, away from major financial hubs, Four Eyes has successfully attracted talent and contributed to the local innovation economy. Lori emphasizes the value of aligning skills with vision and making informed decisions to scale effectively.Lori Weir is the co-founder and CEO of Four Eyes Financial. Lori is a people and business builder. In her 30 years of entrepreneurship, she co-founded and was the managing partner of two successful consulting firms; helping some of Canada’s most profitable companies, including JD Irving and Scotia Wealth, align processes and employee behaviours to drive positive client experiences. Lori’s background in strategy development and execution governance led Four Eyes Financial, a company she co-founded in 2015, to earn both the 2023 RegTech Company of the Year & Best Wealth Management Regulatory Solution (Canadian Regulatory Technology Assoc). Lori is the past chair of ALS Canada and Marathon by the Sea, her volunteer efforts have taken her abroad including work in Economic Development in Latin America.Connect with Lori through LinkedIn or learn more about Four Eyes Financial on their website.Love the show or want to request a topic? Leave us a message (All submissions are anonymous, so if you'd like a reply, please include your email address!).You can connect with Julie on LinkedIn or Instagram. Find Julie's writing at her blog or by ordering her book Big Gorgeous Goals and the brand new official companion workbook! What did you think of this conversation? We'd love if you'd rate or review our show!