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Lori Gordon, CFP, CIM, FCSI

Investment Advisor

Tel: 250-490-2902

Lori Gordon, CFP, CIM, FCSI

195 Main Street
Penticton, BC
V2A 6K1

Contact Me

We’re committed to provide an optimal client experience.
Our approach is personalized, built around your goals. We believe
that every client deserves a dedicated and consistent level of service,
tailored to your individual needs. Our team of professionals will listen
to what’s important to you and try to understand your priorities, bring-
ing it all together and defining your investment solutions.