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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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