Lori Gordon
Senior Investment Advisor @Bmo Nesbitt Burns
Signup · Get unlimited contacts
WORK HISTORY
Senior Investment Advisor @Bmo Nesbitt Burns
Investment Management- 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 Services: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.
EDUCATION
Okanagan College
Business
SKILLS
ABOUT LORI GORDON
With three decades of investment experience and a passion for transforming people’s…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.