Gordon is the lead portfolio manager at Navigation Wealth Management at ScotiaMcLeod. His primary focus is the ongoing management of our client assets. As lead portfolio manager, he is responsible for the analysis, selection, timing and execution of all discretionary managed portfolios.
He was awarded the Chartered Financial Analyst charter in 2000, the Chartered Alternative Investment Analyst charter in 2006, and completed the Executive MBA program at Simon Fraser University in 2012.
A founding member and Past President of the CFA Okanagan Society, Gord is a member of the Chartered Financial Analyst Institute, and the Chartered Alternative Investment Analyst Association.
Gordon resides in Kelowna, British Columbia with his wife Pam and their three children, who share his passion for the outdoors and an active lifestyle. His interests include: back-country skiing in the winter; slalom water skiing in the summer; running and biking during the Spring and Fall.