Senior Portfolio Manager, Senior Investment Advisor, Senior Wealth Advisor
Sean Trueland has more than 35 years of experience in financial services and is a Senior Portfolio Manager, Senior Investment Advisor, Senior Wealth Advisor with BMO Nesbitt Burns. His belief in continual learning has resulted in many industry courses and designations: Wealth Advisor, Professional Financial Planner and Portfolio Manager, which is awarded to a select few advisors in Canada. Sean’s true talent is finding appropriate financial solutions to fit each client’s circumstances and goals. He is a graduate of Queen’s University with a Bachelor of Science (Honours) Geology.
Portfolio Manager, Senior Investment Advisor, Senior Wealth Advisor
Pamela Turnbull has been with BMO Nesbitt Burns for 27 years. She is a Portfolio Manager, Wealth Advisor and CERTIFIED FINANCIAL PLANNER® professional, and her expertise lies in developing financial solutions and strategies for complex situations. One of Pam's specialties is helping single, divorced and widowed women simplify their financial lives. Pam graduated from the University of New Brunswick with a Bachelor of Science in Forestry.
Associate Investment Advisor
Helen Fraser has been with BMO Nesbitt Burns since 1996. As an Associate Investment Advisor, Helen provides investment advice and helps clients purchase or sell different investments. Her talents with technology and research help her track down the right information on investments and other financial topics. Helen also compiles financial information that can be found on this website and in our frequent client communications.
Andrea Mastantuono has 27 years experience as a highly qualified, Investment Representative at BMO Nesbitt Burns. Andrea takes pride in her responsibility for the administration of our client accounts and is available to answer inquiries about your account or provide any information you may need. Andrea received her Honours Bachelor of Arts from the University of Toronto. Andrea and her husband, Mark, have two children and live in Milton.