Jessica Lee

Senior Manager, Financial Planning & Analysis at AGF Investments

Jessica Lee, CPA, CMA, is a seasoned financial professional with extensive experience in financial planning and analysis. Currently serving as Senior Manager at AGF Investments since April 2016, Jessica leads the annual budgeting and quarterly forecasting processes while enhancing management reporting and automation for improved visibility across business lines. Previously, Jessica held roles at AGF Investments as Manager of Financial Reporting and Accounting, overseeing the preparation of consolidated financial statements and managing various accounting activities. Jessica began their career at Torce Financial Group as a Senior Accountant. Jessica holds a CPA, CMA designation obtained from the Certified Management Accountants of Ontario and an Honours Bachelor of Commerce degree in Marketing Management from the University of Guelph.

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