Lynette has been with The Navigation Team 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 asset allocation strategies and executing our large volume of trades. Her attention to detail and structured processes ensure our client accounts are maintained and rebalanced within their asset mix ranges.
She has over 31 years of financial experience through various roles in retail banking and wealth management and has held the Chartered Investment Manager designation since 2005.
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.