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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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Our Partners
Trust and Estate Advisory

BMO Trust Company offers a variety of services to cover all of a client’s trust and estate needs from wealth transfer
to philanthropy and more. Each BMO Trust Company client has a differentiated experience with a dedicated Trust
Professional to assist them with each step of their journey and who helps to ensure that all needs are addressed.​

 

Rita Cattani
Sr. Trust Officer of BMO Trust Company

As a BMO Trust Officer, Rita’s role is to provide expert advice, support and solutions to clients as they plan for life events. Rita started in the trust industry in Western Canada over 30 years ago and has worked with estate and trust administration, aboriginal trusts as well as helped clients under a power of attorney. Rita is a member of STEP and Estate Planning Council.

Leia Morris
Estate & Trust Associate of BMO Trust Company

Leia has 11 years of experience working in the financial industry, the last 6 years
working specifically with Estates and Trusts. As a Trust Associate, Leia works closely with the other members of the Trust Team assisting clients with life changing events that require administration and guidance for Trusts, Estates and Power of Attorneys. Currently she is working towards her CETA designation with STEP Canada.

Birgit P. Badke
Estate & Trust Administrator of BMO Trust Company

Birgit’s career spans over 20 years in the securities industry in roles as an Associate Advisor, Assistant Branch Manager, and most recently as a Wealth Advisor serving high
net-worth women and their families. In her current capacity as Trust Administrator, Birgit works with the Trust Officers to ensure timely execution of events, adherence to operational excellence, and high quality administration of Trusts and Estates. Birgit is working towards the TEP Diploma for Canada.