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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

Our Partners
Business and Commerical Partners

 

Todd Schneider, BBA
Senior Relationship Manager, Business Banking
South Okanagan Region

BMO Bank of Montreal
195 Main St.
Penticton, BC V2A 6K1

Tel: 250-770-8818
Fax: 250-492-7879
Email: todd.schneider@bmo.com
 

Todd Schneider is a Senior Relationship Manager in Penticton, B.C. He has been in Business Banking for 8 years and with BMO for 6 years. He is passionate about providing a top notch client experience and he loves to network and to pursue his top 10 prospect list.

During his time with BMO, Todd has managed a diversified portfolio that included agriculture, real estate, manufacturing and indigenous communities. In the last year Todd’s focus has been on the winery industry, as well as real estate, and hospitality financing.
Todd has been married to his wife Debbie for 13 years and they are proud parents of two kids; Max aged 7 and Isobel aged 13.  Todd is a proud to represent BMO in a variety of ways including: volunteering for the United Way, Todd was an ambassador for 2018 Lanes and Lyrics, and also volunteers at South Okanagan Women in Needs society each year through days of caring.

Todd embraces the opportunity to provide leadership to other RM’s on his team, and also to influence change within the bank via his involvement with Focus Groups to review new Financing Guidelines.
 

Vikram Sandhu
Relationship Manager, Business Banking Agricultural Markets

BMO Bank of Montreal
195 Main Street
Penticton, BC, V2A 6K1

Tel: 250-770-8452
Fax: 250-492-7879
Email: vikram.sandhu@bmo.com

As an Agriculture Relationship Manager, I am committed to helping you and your business succeed and reach your full potential. I believe in a strong relationship.  I am always here to help.