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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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How we help Business Owners

 

The best time to plant a tree is 20 years ago; the second best time is now. – Chinese Proverb


For families that own businesses, the company is usually their most important asset, requiring thoughtful consideration and planning with respect to the next generation who, may or may not, carry on the family business.

Whether the company is retained within the family, expanded by acquisition or sold to a third party, proper planning will ensure that the family’s goals and objectives can be met.

As an award winning professional in providing advice and support to business owners, my team and I can find a plan that fits your needs whether its creating tax efficient cash flow, business succession planning or finding suitable investment products for short or long term capital.. we can guide you through each step of the way.