Archibald Wealth Management Team

Putting you first with a team approach

As Sandy’s client, you will receive timely service and professional advice through his team approach. Team members focus on different areas of client service, so you get the expert assistance you need, when you need it.

 

 

Sandy Archibald, BBA - Investment Advisor

A Bachelor of Business Administration graduate from St. F.X.U., Sandy has over 20 successful years of experience in the investment services industry. He specializes in providing professional investment management services. His tax and cost-efficient approach focuses on long-term consistency. His bias is towards conservatism.

A native of Antigonish, Sandy is an active member of the community and stays involved through service clubs, boards, and volunteering in children’s sports leagues. The father of four, Sandy and his wife prefer spending their leisure time pursuing activities they can all enjoy together.

Sarah graduated from the Nova Scotia Community College, Investment Management Program in 2002.  She successfully completed the Canadian Securities and Conducts & Practices courses through the CSI, before starting her career with RBC Dominion Securities in November 2002.  Sarah has over five years experience in the financial services industry, starting in the Securities Cage and then moving on to become an Associate.  She strives to provide superior client service on an administrative level.  As well as accepting orders, providing quotes, issuing wire transfers, cheque requests, and opening accounts, Sarah handles all administrative requests.

Mary Isenor, CA - Financial Planning Specialist

Mary's background includes a Bachelor of Science from Dalhousie University and a Bachelor of Commerce, majoring in Accounting from Saint Mary's University.  She received her Chartered Accountant (CA) designation in 1992.  Mary's experience includes over 15 years in public accounting, working with clients to structure their personal and corporate affairs to minimize their overall taxes and maximize their family wealth.

Gregg’s background includes a Bachelor of Laws from Dalhousie. He was admitted to the Bar in 1990. He has since developed his expertise in private practice and in working for two other financial institutions. Gregg can help you address your various estate planning concerns, and recommend the steps you need to take to achieve your goals – whether it’s updating your Will, creating a trust, or setting up a charitable foundation.

Bob Cowley - Regional Insurance Consultant

Bob brings 34 years of experience in helping tailor estate planning solutions for clients. He carries the designations of Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant. Bob can help you protect everything you have worked so hard to build through innovative insurance-based strategies that minimize the impact of taxes on your estate.