A trusted South Okanagan Valley investment boutique, backed by the strength of BMO Financial Group.

Lori Gordon, Investment Advisor


My team and I provide investment management and wealth planning services with a very personal touch. Our clients include multigenerational farmers who own vineyards and orchards, local entrepreneurs and professionals who are ready to divest after many years of owning a business, and retirees and snowbirds who flock here for our warm weather and healthy, active lifestyle.
Our team’s strengths include:

  • Building investment portfolios designed to generate a steady stream of income in all market conditions;

  • Helping business owners to divest on their own terms and plan for a long and meaningful retirement;

  • Investing in socially responsible companies; and

  • Helping women investors to maximize their wealth.


Investment management

With almost 25 years of experience in the investment industry and three highly respected designations, I am well positioned to preserve and enhance your assets in a tax-efficient manner.

My investment portfolios are built to thrive in all market cycles following a strategic framework of strict discipline and a structured process.

  • We actively balance the risk and return parameters of each holding in your portfolio.

  • We aim to generate consistent, slow, steady, long-term results on a risk-adjusted basis, rather than chasing the latest hot stocks.

  • We keep a watchful eye on domestic and global issues that may affect your investments and financial plan. 

  • You can choose to invest with us through BMO Private Wealth’s Managed Portfolio platform, which frees you from being involved in investment decisions, or I can select individual securities based on your unique goals and parameters.


Financial planning

My team and I can help you develop a plan that’s right for your needs – today and in the future – and be prepared for the expected and the unexpected in your life. This can include getting married, buying a home, planning for a child’s future, building a business and preparing for “curves in the road.”
Collaborating with a network of trusted BMO specialists, we deliver a full spectrum of wealth planning services and strategies to manage multiple aspects of your business, personal and family finances. These can include borrowing solutions; estate, tax, trust and insurance strategies; business succession planning; and much more.

Service with distinction

Through excellence and integrity, I am committed to building solid, long-lasting relationships.

  • Keeping you informed is a top priority. I provide access to a wealth of educational materials, promptly return phone calls, and quickly follow up on administrative issues.

  • I will monitor your portfolio performance and its progress towards your goals. This helps me to take advantage of opportunities as they arise and respond effectively to changing market conditions.

  • We regularly review your goals, strategy and the inevitable changes in your life that may trigger a review or adjustment of your portfolio.

  • To keep things simple at tax time, I will communicate with your accountant and gather the necessary documents.

  • If you are new to the community, I will gladly refer you to trusted accounting and legal professionals here.


Lori Gordon, FCSI, CIM, CFP

Investment Advisor And Financial Planner

With 25 years of investment industry experience and a passion for transforming people’s relationships with their money, Lori is dedicated to delivering expert wealth management advice and knowledge throughout the South Okanagan Valley. Her personalized approach helps clients to find balance in their everyday lives.
Lori is committed to ongoing professional development to hone her comprehensive expertise in wealth management and financial planning. Her credentials include the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), and Fellow of the Canadian Securities Institute (FCSI®) designations; a Certificate in Advanced Investment Advice from the Canadian Securities Institute; and a Life Insurance License from BMO Private Wealth Insurance Services. In addition, Lori is currently a Level I candidate to obtain the highest distinction in the investment management profession: the Chartered Financial Analyst (CFA®) designation.
Prior to joining BMO Nesbitt Burns in 2017, Lori was a Financial Planner at RBC, an Investment Advisor at RBC Dominion Securities and an Associate at CIBC Wood Gundy/Merrill Lynch. She attended Okanagan College, where she focused on Psychology, Business and Accounting.

Lori’s commitment to her community has had a deep and influential impact. Forging paths to genuinely make a difference in the South Okanagan regions, from Kelowna to Osoyoos, Lori has held leadership roles to support many community initiatives and social advocacy causes too numerous to mention. Learn more.
A life-long resident of the South Okanagan, Lori has raised three wonderful children while building a successful career. She values time spent with her family and friends. For fun, Lori stays fit and healthy at her local crossfit centre and gym, and spends the warmer months motorcycling throughout the Pacific Northwest. Year-round, she loves backcountry hikes (she completed the West Coast trail in 2019) and cross-country skiing in beautiful BC. Highlights of her travels have included motorcycling through Vietnam and kayaking in the San Juan Islands. Lori also enjoys exploring local history and genealogy.