Lori Gordon Email & Phone Number
Senior Investment Advisor @ BMO Nesbitt Burns
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Lori Gordon Location
- Penticton, BC, CA
Lori Gordon Work
- Senior Investment Advisor @ (September 2017 - Present)
- Financial Planner, RBC Financial Planning @ RBC (January 2011 - August 2017)
- Investment Advisor @ (December 2005 - January 2011)
- Associate @ (December 2002 - December 2005)
- Associate @ (August 1997 - December 2002)
Lori Gordon Education
- Okanagan College
Business (Accounting and Finance)
1989-1991
Lori Gordon Skills
- Analytical Skills
- Asset Allocation
- Asset Management
- Board of Directors
- Certified Financial Planner
- Directors
- ETFs
- Equities
- Estate Planning
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Hedge Funds
- Holistic Financial Planning
- Insurance
- Insurance Planning
- Investment Advisory
- Investment Advisory Services
- Investment Management
- Investment Policy
- Investment Portfolios
- Investment Strategies
- Investments
- Life Insurance
- Mutual Funds
- Pension Funds
- Personal Finance
- Personal Financial Planning
- Portfolio Management
- Requirements Analysis
- Retirement
- Retirement Planning
- Retirement Savings
- Stocks
- Strategy
- Succession Planning
- Trading
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Wealth Preservation Planning
Lori Gordon Summary
- Lori Gordon, based in Penticton, BC, CA, is currently a Senior Investment Advisor at BMO Nesbitt Burns. Lori Gordon brings experience from previous roles at RBC, RBC Dominion Securities, CIBC Wood Gundy and Merrill Lynch Canada Ltd.. Lori Gordon holds a 1989 - 1991 Business in Accounting and Finance @ Okanagan College. With a robust skill set that includes Analytical Skills, Asset Allocation, Asset Management, Board of Directors, Certified Financial Planner and more. Lori Gordon has 1 emails and 1 mobile phone numbers on RocketReach.
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