Jeff Lunn
Address
194 Highland StreetHaliburton, ON K0M 1S0
Languages
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English
My Background
I firmly believe that my clients’ interests are best served by taking a fully-diversified portfolio approach to investing and by following the six steps of the financial planning process. I work closely with my clients to formulate customized investment strategies designed to improve portfolio returns, while keeping risk at acceptable levels. Whether a client is conservative and income-oriented, or looking for growth, I design an investment strategy that best fits their needs.Get directions
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