Gordon has 16 years experience in the financial services industry. He specializes in creating and managing investment portfolios for high net worth clients including individuals, families, corporations and foundations/endowments. Prior to joining ScotiaMcLeod, he was the lead Portfolio Manager in the BC Interior Marketplace for one of the largest investment counselling firms in Canada. Gordon attended Simon Fraser University on a football scholarship where he graduated with a degree in finance and economics. He is a member of the Chartered Financial Analyst (CFA) Institute and the Chartered Alternative Investment Analyst (CAIA) Association. He is also a founding member and past president of the Okanagan CFA Society. Gordon resides in the Okanagan with his wife Pamela and their three children. His interests include golf, mountain biking, karate and skiing.

Gordon Bell, CFA, CAIA
Portfolio Manager

David has 17 years experience in the financial services industry. He specializes in creating and managing investment portfolios for high net worth clients including individuals, families, corporations and foundations/endowments. Most recently David was a Portfolio Manager for a leading Canadian investment management and private banking firm. He graduated from the University of Manitoba with a degree in Economics. He also completed an MBA degree. David is a member of the Chartered Financial Analyst (CFA) Institute and a founding member and past president of the Okanagan CFA Society. David resides in the Okanagan with his family. His interests include golf, tennis, mountain biking, skiing and triathlons. Over the years, David has volunteered with the Canadian Cancer Society, United Way and Big Brothers.

David Allard, CFA, CFP, MBA
Portfolio Manager

Lynette has been in the financial industry for over 25 years, starting her career with the retail banking network as a part-time teller. Over the years she advanced through several positions at the retail level, including Manager Administration and Manager Customer Service, before moving on to the District Office to assist the District Vice President, BC Interior. For the past several years Lynette has been working in the investment counselling industry and received her Canadian Investment Manager designation in 2005. She currently supports the Managed Portfolio Program team. Lynette was born and raised in Kelowna and enjoys many outdoor sporting activities with her husband, Willf. They also enjoy travelling and have participated in humanitarian efforts abroad.

Lynette Kimmich, CIM
Senior Associate