BMO Nesbitt Burns - Sean Trueland, Pamela Turnbull, Helen Fraser,

"Our team's strength is our ability to build and retain a strong rapport with our clients. We have learned that being good advisors takes more than having sound advice to offer. It takes patience and commitment to listen and learn about our clients and to care about them."

Sean Trueland

We are a brother and sister team made up of Sean Trueland and Pam Turnbull. That actually makes us unique at our firm and within the industry. Family is important to us and because it is, we understand the dynamics that take place within families - particularly when it comes to money!

We have been in this business for a long time - Sean for 22 years and Pam for 14. We each have a Science degree - Sean's in Geology and Pam's in Forestry. And, believe it or not, that's important when it comes to investing money and advising you on structuring your assets. We follow a logical, methodical process that helps remove some of the unpredictable forces we face when it comes to investing. Our goal is to arrive at a relatively predictable and positive outcome for our clients. . . this in turn allows our clients the -peace-of-mind- that we all seek.

We work with over 275 families and we have helped them through many changes in their lives - times like retirement, divorce, selling a business, losing a spouse, inheriting a lump sum or passing on an estate. Because of all the transitions and changes we have shared with our clients, we have been able to use that experience to make it easier for others going through it for the first time. We have become experts at helping people move from times of chaos and confusion to times of calm and security.
We follow what is called a "Wealth Advisory Process" (see link for a full definition) being the Primary Advisor to our clients to cover the many broad areas of their lives. We find the things most people worry about are:

being financially secure throughout their life time

providing for their families should something happen to them, and

not wanting to send too much in taxes to the government now or on their future estate

To help ease these concerns, we bring in outside professionals, such as estate lawyers, insurance specialists, and accountants, to facilitate the creation of an overall financial plan and process. When it comes to actually managing the money, we follow a disciplined process and set of criteria so that we can achieve a reasonable rate of return over a period of time for our clients.

We'd like to learn more about you and your concerns, to see if we can be of any help to you and your family. Please contact any member of the team by phone or email to set up an appointment.

¹The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is a majority-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.

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