Lynette has been with Navigation Wealth Management since our inception in 2006 and has helped shape our business into what it is today. Lynette is our primary trader, creating large volumes of block, allocation and individual trades for our discretionary clients, and works closely with our Portfolio Manager, Gordon Bell, to execute all trades.
Her attention to detail and structured processes ensure our client accounts are maintained and rebalanced within their respective asset mix ranges.
She also has a wealth of knowledge and we rely on her expertise in various administrative areas, such as compliance, registered products and year- end tax reporting.
She has over 27 years of financial experience through various roles in retail banking and wealth management and has held the Chartered Investment Manager designation since 2005. You might not speak with Lynette very often, but her main 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 travelling most of all, and are always looking forward to their next adventure somewhere in the world.