We’re a team of financial experts who individually have over two decades of wealth management and investment management experience, and who share a commitment to continuous professional enhancement. We also share values and a culture with our clients that are a balance of four ‘world view’ stories: “Built to last”, “cooperation pays”, “portal to a new world”, and “money talks”.
Gordon Bell · CFA, CAIA, MBA · Portfolio Manager
Gordon has over two decades of experience in the financial services industry providing wealth management and discretionary portfolio management services and solutions to private clients. Gordon 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. He is a founding member and Past President of the CFA Okanagan Society, and is a member of the Chartered Financial Analyst Institute and Chartered Alternative Investment Analyst Association. Gordon resides in Kelowna, British Columbia with his wife and three children, who share his passion for the outdoors and an active lifestyle.
David Allard · CFA, CFP, MBA · Portfolio Manager
David has over two decades of experience in the financial services industry providing wealth management solutions for private clients. Along with discretionary portfolio management responsibilities, David oversees the wealth management process for affluent individuals, families and business owners. David completed his MBA and Certified Financial Planning designation in 1998, and was awarded the Chartered Financial Analyst designation in 2000. He is a founding member and Past President of the CFA Okanagan Society, and is a member of the Chartered Financial Analyst Institute and Financial Planning Standards Council. David resides in Kelowna with his wife, Adrienne, and their children. David is passionate about work and a variety of sports including hockey, cycling, running and skiing.
Jeff Stathopulos · CFP · Senior Wealth Advisor
After two decades working in the financial services industry, Jeff's experience as an advisor and branch manager define his approach to providing customized financial planning, estate planning, and managed income solutions. Key to his approach is a thorough understanding of the unique challenges and goals that exist in every client's life. Jeff holds the Certified Financial Planning designation and is also licensed to offer advice on options strategies and life insurance solutions. He lives in Kelowna with his wife, Tanya, and their three (almost adult) enterprising children. Jeff and Tanya are avid travelers, humble gardeners, and voracious readers. Jeff's other passions are skiing, hockey, golf, and writing.
Lynette Kimmich · CIM · Senior Associate
Lynette has been in the financial services industry for over 26 years in various retail and regional office roles. She has worked in discretionary money management services since 2002 and holds the Chartered Investment Manager designation. Along with overseeing operations, Lynette also provides support for both the discretionary portfolio management and wealth management solutions provided by Navigation Wealth Management. Lynette resides in Kelowna with her husband Willf and together they enjoy their extended family, the great outdoors and travelling abroad.
April Walls · Associate
April began her career in the financial services industry in 2005, and has been with ScotiaMcLoed since 2008. April supports our wealth management processes in providing customized solutions and a high level of service to our clients. She has completed the Canadian Securities Course and Wealth Management Essientials Course. April resides in Kelowna where she enjoys an active outdoor lifestyle, including team sports, soccer being her favorite.