Lori Gordon, CFP®, FCSI, CIM
With more than two decades of investment industry experience, Lori is dedicated to delivering expert wealth management advice and knowledge to clients. Lori’s clients benefit from her ongoing professional development and truly comprehensive expertise in wealth management and financial planning.
Since entering the investment business in 1996, Lori has been an active participant of industry education and supporting community initiatives. She has held the position of vice-president of the Penticton Art Gallery, Chairwoman of Penticton St John Ambulance and Board Director of Onesky Community Resources.
In addition to being a CERTIFIED FINANCIAL PLANNER® , Lori also holds two advanced designations, Fellow of the Canadian Securities Institute (FCSI) and Canadian Investment Manager (CIM).
Lori harnesses her expert knowledge and years of experience to develop comprehensive wealth management solutions for her clients. Lori’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who require solutions for broad and complex wealth management needs.
A life-long resident of the South Okanagan, Lori enjoys many interests and hobbies in her community and surrounding area. She values and prioritizes time spent with her 3 adult kids, as they become fun, ambitious adults.
Her adventure plans for 2019: Backpacking in Vietnam and hiking the West Coast Trail.
Her 2018 highlights: Joining crossfit and motorcycling throughout British Columbia, Washington State and the San Juan Islands