A trusted South Okanagan Valley investment boutique, backed by the strength of BMO Financial Group.

Tel: 250-490-2902

Address

BMO Nesbitt Burns
195 Main Street
Penticton, BC
V2A 6K1
Map

BMO Nesbitt Burns
1484 Water Street , 3rd Floor
Kelowna, BC
V1Y 1J5

Contact Us

Welcome

Lori Gordon, Investment Advisor

My team and I provide investment management and wealth planning services with a very personal touch. Our clients include multigenerational farmers who own vineyards and orchards, local entrepreneurs and professionals who are ready to divest after many years of owning a business, and retirees and snowbirds who flock here for our warm weather and healthy, active lifestyle.
 
Our team’s strengths include:
  • Building investment portfolios designed to generate a steady stream of income in all market conditions;
  • Helping business owners to divest on their own terms and plan for a long and meaningful retirement;
  • Investing in socially responsible companies; and
  • Helping women investors to maximize their wealth.
 

Investment management

With almost 25 years of experience in the investment industry and three highly respected designations, I am well positioned to preserve and enhance your assets in a tax-efficient manner.

My investment portfolios are built to thrive in all market cycles following a strategic framework of strict discipline and a structured process.
  • We actively balance the risk and return parameters of each holding in your portfolio.
  • We aim to generate consistent, slow, steady, long-term results on a risk-adjusted basis, rather than chasing the latest hot stocks.
  • We keep a watchful eye on domestic and global issues that may affect your investments and financial plan. 
  • You can choose to invest with us through BMO Private Wealth’s Managed Portfolio platform, which frees you from being involved in investment decisions, or I can select individual securities based on your unique goals and parameters.
 

Financial planning

My team and I can help you develop a plan that’s right for your needs – today and in the future – and be prepared for the expected and the unexpected in your life. This can include getting married, buying a home, planning for a child’s future, building a business and preparing for “curves in the road.”
 
Collaborating with a network of trusted BMO specialists, we deliver a full spectrum of wealth planning services and strategies to manage multiple aspects of your business, personal and family finances. These can include borrowing solutions; estate, tax, trust and insurance strategies; business succession planning; and much more.

 

Service with distinction

Through excellence and integrity, I am committed to building solid, long-lasting relationships.
  • Keeping you informed is a top priority. I provide access to a wealth of educational materials, promptly return phone calls, and quickly follow up on administrative issues.
  • I will monitor your portfolio performance and its progress towards your goals. This helps me to take advantage of opportunities as they arise and respond effectively to changing market conditions.
  • We regularly review your goals, strategy and the inevitable changes in your life that may trigger a review or adjustment of your portfolio.
  • To keep things simple at tax time, I will communicate with your accountant and gather the necessary documents.
  • If you are new to the community, I will gladly refer you to trusted accounting and legal professionals here.