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Lori Gordon, CFP, CIM, FCSI

Investment Advisor

Tel: 250-490-2902

Lori Gordon, CFP, CIM, FCSI

Address
195 Main Street
Penticton, BC
V2A 6K1
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Contact Me

 
 

Trusted, Experienced, Dedicated Advisor

Managing your wealth is more than just a financial
affair. It requires an appreciation of your unique needs
and an in-depth understanding of your goals and values.
As your wealth increases, so may your financial and life
management needs.
As an experienced Professional Advisor, my role
is not only to offer a broad range of wealth management
services but to work together through the complexities
that you and your family may face with a proactive,
professional approach.
 
My areas of practice and expertise include:
  • Financial Planning   
  • Estate Planning and Tax Efficiency
  • Trust and Executor Services
  • Insurance
  • ​Asset Management and Investments
  • Business Succession Planning
  • Lending Services
  • Philanthropic Services
  • Private Banking Services
 
 

'You develop a closeness with your clients, their goals and dreams become your primary focus. I value the growth of our relationships,  knowing that a client feels comfortable, informed and supported throughout their journeys in finance and life, brings me professional and personal achievement'

Lori Gordon