Lynette has been with Navigation Wealth Management since our inception in 2006 and has helped shape our business into what it is today. Lynette works closely with our Portfolio Manager, Gordon Bell, in managing our investment management process and discretionary portfolios, including executing block trades. Her attention to detail and structured processes ensure client accounts are on track.
We rely on Lynette’s wealth of knowledge and expertise in various administrative areas, such as compliance, registered products, tax reporting, and general office management.
She has over 31 years of financial experience through various roles in retail banking and wealth management, and has held the Chartered Investment Manager (CIM) designation since 2005. You might not speak with Lynette very often, but her primary goal is providing the best service to our clients in a highly professional manner.
Lynette was born and raised in Kelowna, and enjoys everything our beautiful city has to offer in every season of the year. She and her husband, Willf, love to travel and are always looking forward to their next adventure somewhere in the world.