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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
Map

Contact Me


We offer a personalized approach to wealth planning for successful, wealthy Canadians.

 
What’s Your Life Stage?


 
Medical Professionals: we’re committed to helping medical professional manage their financial health. We’re a team of Wealth Management professionals that truly understand the unique needs of medical professionals, and can provide complete advice and solutions that consider both your professional and personal goals.

Small Business owner: As a business owner, your finances can be complicated. Not only do you have to think about the success of your business, but you also have to manage the personal financial goals you have for yourself and your family. You want to make sure you’re making the best decisions for all aspects of your life, now and into the future.

Business Owner/Entrepreneur? Whether start-up or mature business, we can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.

Pre-or Post-Retiree?
  We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.
 
Young Professional?  We can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.
 
Parent, Guardian or Primary Caregiver? We can assist you in preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing, and monitoring, your educational plan.

Living with a Disability or Caring for Someone with a Disability? We can address ways to improve your financial well-being through solutions that include potential government benefits and tax credits, and developing a financial plan with decision-making directives and insurance alternatives.