Jeff Lunn

Wealth Advisor

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

Address

BMO Nesbitt Burns

311 George Street N
Peterborough, ON
K9J 3H3
Map

BMO Nesbitt Burns
Lansdowne Place
645 Lansdowne St. W.
Peterborough, ON
K9J 7Y5

Contact Me

My Partners


To help you accumulate, manage and preserve personal wealth, BMO Nesbitt Burns provides a full range of wealth management services. With our in-house specialists and access to the expert resources within BMO Financial Group, we have the services and resources you need to reach your financial goals.


Karen GowdyKaren Gowdy, Estate & Insurance Advisor, BMO Nesbitt Burns Financial Services

Karen has more than 30 years of experience in the financial services and insurance industry. She works with our team to review a broad range of financial issues important to every client. She works in the disciplines of estate, insurance and tax planning.




 
 
Chris MarkouChris Markou, Director, Will & Estate Planning, BMO Private Wealth
 
Chris advises high net worth individuals and families on specialized Estate & Trust solutions as part of an integrated wealth planning team. He draws on his prior experience as an estates lawyer in private practice to assist BMO clients with complex estate and trust planning solutions in a variety of contexts. Chris provides support and direction on matters related to estate, gift and tax planning, succession planning for business owners, charitable giving and planning for family members with special needs.