Putting you first with a team approach.

As a client, you will receive timely service and professional advice through a 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, CIM
Portfolio Manager

 
A Bachelor of Business Administration graduate from St. Francis Xavier University, Sandy has over 30 successful years of experience in the investment service industry. Working with RBC Dominion Securities, Sandy provides clients with access to all the resources they need to build and protect their wealth.
 
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 Wier | Associate

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 fourteen 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.
 
Our Extended Wealth Management Team
 
Mary Isenor, CA | Financial Planning Specialist

Mary Isenor is responsible for providing comprehensive financial planning and wealth management solutions for clients, including cash flow management, tax, retirement, insurance and estate planning. Prior to joining RBC, Mary was providing professional services to individuals and their owner-managed entities, specializing in tax planning. During her career, Mary has been employed by two large public accounting firms where she advised on the tax consequences of mergers, reorganizations along with estate and trust planning.
 
Sharon Avery, LL.B | Will & Estate Consultant
 
Sharon can help address your various estate planning concerns, and recommend the steps you need to take to acheive your goals - whether it's updating your Will, creating a trust or setting up a charitable foundation. Sharon graduated from Dalhousie Law School in 2006. She is a member of the Canadian Bar Association and the Halifax Estate Planning Council. Prior to joining RBC, Sharon was in private practice with a large regional firm. Today her role is to work with you and examine your overall Will and estate planning situation, find efficiencies and ensure a smooth transfer of your estate to your beneficiaries.
 
Paul DeJager |Estate Planning Specialist
 
Paul can help you protect the wealth you have worked to build through innovative insurance-based strategies that minimize the impact of taxes on your estate. Paul has been employed in the financial services industry since 1998, and has extensive experience working with a number of Canada's largest insurance companies. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and holds the Certified Health Specialist (CHS) designation.

The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting and banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure were all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.

 

For more information or if you would like to meet to discuss your financial future, please Contact Us.