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Sean Trueland
Pamela Turnbull
Helen Fraser
Andrea Mastantuono

Address
132 Trafalgar Road
Oakville, ON
L6J 3G5
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Publications

Tax Planning Strategies
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Getting Organized for 2018
2018 Personal Tax Calendar ~ Your 2017 Tax Documents – Overview and Schedule ~ The Common Reporting Standard and Your Financial Information
Tax Tips For Investors
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
Economic and Market Updates
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Equity Strategy
Strategic commentary on equities and an overview of financial markets.
Investment Strategy: 2019 Market Outlook
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
Education and Knowledge
The Perils of Appointing a Non-Resident Trustee
Joint Ownership of Property: Pros & Cons
Your Plan for the Family Vacation Property
Canadian Snowbirds and U.S. Income Tax
U.S. Estate Tax For Canadians
How Investment Income Is Taxed
Donating Appreciated Securities
What are your potential retirement income sources?
Executors Task List
Transferring your business to the next generation
Is it Wise to Make Gifts to Adult Children?
Pension Income Splitting For Couples
Trueland Wealth Advisors Newsletter Fall 2017
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Estate & Succession Planning
Estate planning for complex family dynamics
Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.
Managing Your Wealth
BMO Wealth Institute Report
Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future.
2018 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.