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

Jeff Lunn

 
Jeff Lunn

Jeff Lunn
Wealth Advisor

Tel: (705) 741-2234
Fax: (705) 741-6149
Toll Free: 1-800-787-4014
Email: jeff.lunn@nbpcd.com
Connect with me on LinkedIn

My 22 years of experience advising clients on their personal financial situation along with my CERTIFIED FINANCIAL PLANNER® designation give me the knowledge required to help clients face the economic challenges of today.

I believe my role is to be your partner and trusted advisor. My commitment is to be available and accessible to you when you need me. In addition to delivering outstanding performance for my client's investment portfolios, I commit to the following service objectives:

  • All phone calls returned same day.
  • Review of plan annually as a minimum.
  • Review of plan at any material life change.
  • Proactive phone calls during significant market events.


Specialties:
Retirement Income Planning
Customized Investment Portfolio Construction
Financial Planning

Education:
Certified Financial Planner, Financial Planners Standards Council
Bachelor of Business Administration, Acadia University, Wolfville, Nova Scotia