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 Team

 
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
 
Jeff Lunn

Teresa Smith
Sales Assistant

Tel: (705) 740-1995
Fax: (705) 740-2374
Toll Free: 1-800-787-4014
Email: teresa.smith@nbpcd.com

Teresa has over 25 years of sales and client services experience in the financial industry, working in the insurance, banking and investment fields at both a head office and branch office level. Teresa can assist with your Investment, GIC, RRSP, RESP, RRIF, TFSA, tax and Estate inquiries, and can also provide quotes and take orders. She has completed the Professional Financial Planning (PFP) course from the Canadian Securities Institute. Teresa handles documentation and ensures that clients receive excellent service.