Skip Navigation

Contact Us

Sean Trueland
Pamela Turnbull
Helen Fraser
Andrea Mastantuono

132 Trafalgar Road
Oakville, ON
L6J 3G5

We've Moved!

We are now located in the BMO Nesbitt Burns Oakville branch at the corner of Trafalgar Road and Church Street.
132 Trafalgar Road
Oakville, ON, L6J 3G5
Complimentary parking is available at the west side of the building. Alternatively, there is a parking garage located on Church Street.
Our phone numbers have changed:
Sean: 905-337-1416
Pam: 905-337-1862
Helen: 905-337-2483
Andrea: 905-337-0673
Fax: 905-337-2033
Toll Free: 1-800-289-7798

Is it time to simplify your Financial Life?

We liberate investors from the complexities associated with managing their financial well-being.
We believe there is a path to financial freedom and peace of mind. We work closely with individuals and families to ensure their financial needs and goals are identified and appropriate solutions are implemented.

We determine how to work with our clients from their perspective. Through initial and on-going conversations with our clients, we discover who they are, what they value and what they care about.

Over time, our financial lives become more complex with loans and mortgages, taxes, investments, retirement, insurance, wills and more. We coordinate and simplify our clients’ financial lives by drawing on years of experience with many clients and market conditions, and on extensive industry education and BMO Nesbitt Burns training.

We liberate clients from the day-to-day worry of managing their financial well-being so they are free to focus on what is really important to them.