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Jeff Lunn

Address

194 Highland Street
Haliburton, ON K0M 1S0

Languages

    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.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.