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Lori Gordon

Address

195 Main
Penticton, BC V2A6K1

Languages

    English

My Background

Whether it be sale of your business, family succession, retirement, investment and planning strategies or even a new move to a our beautiful community, I will be there as your trusted advisor, building wealth management strategies for you and your family that will stand the test of time. Over the past 20 years in Wealth Management, I have earned numerous designations including the prestigious Fellow of the Canadian Securities Institute and Certified Financial Planner. My clients have access to a full service brokerage as well as my professional team of Wealth Management Advisors with the strength and ability to guide and prepare you for life and market changes. I have lived in the South Okanagan since 1982 and take the time to appreciate and actively enjoy, all that this beautiful area has to offer.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.