Sean Trueland
B.Sc

Address

115 Hurontario Street
401
Collingwood, ON L9Y 2L9

Languages

English

My Background

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.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.