Lori Gordon, CFP®, FCSI, CIM
With 24 years 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. Lori's personalized approach helps you find balance in your everyday life.
Commitment to Community
Past Vice-president of the Penticton Art Gallery
Past Chairwoman of Penticton St John Ambulance
Current Board Director of Onesky Community Resources
Current Board Member of Make a Difference Foundation
Current Member and Sponsor of 100 Women Who Care
Member of The Association of Women in Finance
Member of The Penticton Chamber of Commerce
Member of Women in a Supported Environment (WISE - Okanagan)
CERTIFIED FINANCIAL PLANNER®
Fellow of the Canadian Securities Institute (FCSI)
Canadian Investment Manager (CIM)
Certificate in Advanced Investment Advice
2020 Committment to Higher Learning Goal: Chartered Financial Analyst Level 1 June 2020
The Good Stuff
A life-long resident of the South Okanagan, Lori has raised a family with three wonderful children while building a successful career in the financial services industry. She values and prioritizes time spent with her family and friends as well as, supporting many community initiatives and social advocacy.
Her main hobbies include:
- Adventure travel ~ 2019: Motorcycled in Vietnam, Kayaked in San Juan Islands
- Local History
- Backcountry Hiking~Completed the West Coast trail Fall 2019
- Motorcycle riding~ both dual sport and sport bikes
- Keeping fit and healthy through both Crossfit and at her local gym "City Centre Fitness"