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Contact Us

Sean Trueland
Pamela Turnbull
Helen Fraser
Andrea Mastantuono

Tel: 905-455-4221
Fax: 905-455-5616

50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2

Our Beliefs

We work to the following beliefs, which have been perfected and strengthened through our experience in helping clients meet their unique financial needs.

We believe that discipline outweighs chance.

We believe that investing is simple, but it is complicated by the emotions of fear and greed.

We believe in learning from the experience of others, and the experience of time to guide our clients.

We believe that the financial world has become more complex, and that this increases the need and value of advice.

We believe that financial peace of mind is just as important as investment returns.