Skip Navigation

Lori Gordon, CFP, CIM, FCSI

Investment Advisor

Tel: 250-490-2902

Lori Gordon, CFP, CIM, FCSI

195 Main Street
Penticton, BC
V2A 6K1

Contact Me

Our Partners
BMO Financial Planning Team


Sylvie Plut
Financial Planner
Investment & Retirement Planning

I have successfully completed the Canadian Securities Course and have successfully completed the Professional Financial Planning Course. I bring to my role 23 years of experience in the financial services industry.

I am committed to building solid, lasting relationships with all of my clients. Consistently communicating, promptly returning phone calls, and quickly following up on administrative matters are top priorities. Together, we will regularly review your plan, and make adjustments to accommodate life changes as they arise.

Barbara Moen
Financial Planner 
Investment & Retirement Planning 

As a Financial Planner, Investment & Retirement Planning with BMO Financial Group, I have the experience and expertise you can rely on. I will help you define or redefine your financial objectives then develop a personalized plan for success.

I can enhance my clients’ overall long-term financial success with personal attention, proper planning and ongoing counsel. I also work with qualified and dedicated associates within BMO Financial Group who can provide specialized services to help ensure that your broader financial needs are met.