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.
David spends his days exercising his creative juices and passionately looking for ways to help clients experience a better retirement through our Navigator process. With over two decades experience in the financial services industry, David can fortunately say he loves what he does. With over 80% of our clients retired, David has worked hard to become an expert in retirement planning.
Along with the retirement planning, David oversees the wealth management process for affluent individuals, families and business owners.
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.
Alanna has been with ScotiaMcLeod since 2007 and has over 12 years of industry experience as a fully licensed Registered Representative. She holds a Bachelor of Commerce degree and has attained her Chartered Investment Manager (CIM®) designation. She is currently taking her Insurance License course.
Alanna’s love of the Okanagan lifestyle brought her and her husband to Kelowna. Outside of work, she enjoys running, kickboxing/boxing and volunteering with the various animal charities she is involved with.