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.
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.
Lindsay Rowe is a Collingwood native, who has 22 years of financial industry experience and holds her Securities and Insurance License.
After graduating with an Economics Degree from Western University, Lindsay started her career collaborating with Investment Advisors in 2002. She worked as a Practice Consultant with several major financial institutions including Merrill Lynch, Morgan Stanley, TD Wealth and BMO Nesbitt Burns, advising Investment Advisors on how to efficiently build and grow their practices. In 2022, Lindsay became a licensed Investment Advisor herself and is also a Chartered Investment Manager.
Lindsay works with clients and their families to design and implement personalized strategies aimed at preserving net worth, risk mitigation, enhancing income and setting long-term investment strategies. Lindsay proactively listens to clients and seeks to understand and appreciate their unique dynamics to help them pursue their goals and ease their concerns around wealth. She then works to connect the people, processes, and services that clients need, harnessing the extensive capabilities of BMO Nesbitt Burns.
Lindsay is a Certified Financial Services Coach and Yoga teacher, plays women’s hockey, is an active runner and sits on various charitable committees throughout Simcoe County. Kit, Lindsay’s busy 4-year-old daughter, is entering Senior Kindergarten this Fall and brings much joy to Lindsay’s life.
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.
Brina joined Trueland Wealth Advisors in 2023 with three years of experience with BMO Financial Group. Brina earned her Bachelor’s Degree in Communication Studies and Women & Gender Studies at Wilfrid Laurier University. Brina has attained her initial licensing as a Registered Representative. Her responsibilities include financial plans for clients, research and various administrative duties supporting clients. Brina grew up in the Collingwood region and plans to build her career here as well.
Sean Trueland