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Jeff Lunn

Wealth Advisor

Tel: 705-741-2234
Fax: 705-741-6149
Toll Free: 800-787-4014

Jeff Lunn
Ashley Moynes

Address

311 George Street N
Peterborough, ON
K9J 3H3
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Links

BMO Nesbitt Burns Architect Program
The next evolution of managed accounts. A new kind of managed account solution - a unified managed account, that intergrates the best of mutual fund investing with the best of separately managed accounts.

BMO Nesbitt Burns Blueprint Program
Offers you the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the top-ranked BMO Nesbitt Burns Research team

BMO Nesbitt Burns Quadrant Program
Your Investment Advisor will develop a portfolio for you that's designed to take advantage of a number of investment styles, thus reducing the effects of short-term fluctuations and increasing the likelihood of reaching your long-term goals.

 

BMO Nesbitt Burns Meridian Program
Meridian is a non-discretionary, fee based advisory program that offers you the benefits of advisor based, full service investing with the option of online trading for one all-inclusive fee.

GENERAL INTEREST

Business News Network
Comprehensive real time coverage of global market activity from a Canadian perspective. Also specializes in company profiles, economic forecasting and analysis, and segments on personal finance.

Bloomberg
Real-time news service that provides definitive coverage of companies, markets, industries, economies, and governments.