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