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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Pyle Wealth Advisory

  • Home
  • Meet Your Team
  • What We Do
    • Our services
  • Who We Serve
    • Personal and business wealth needs
    • Permanent Insurance strategies
    • Individual Pension Plan (IPP)
  • What We're Saying
    • Pyle's Blog
    • Market insights
  • Who We Support
  • Contact us

Meet Your Team

Address 135 Charlotte Street Peterborough ON, K9J 2T6
Telephone Number (705) 740-2037
Email Email us
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Telephone Number Tel

About Pyle Wealth Advisory

Andrew Pyle, MA, CIM, FMA

Senior Investment Advisor, Senior Portfolio Manager
(705) 740-2037
(705) 313-0354
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andrew.pyle@cibc.com
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For over 34 years, Andrew has held several senior market analyst positions in Canada’s financial industry, advising individual clients, businesses and charitable organizations on financial issues. Prior to joining CIBC Wood Gundy, he was the Vice-President and Head of Capital Market Research for a previous Canadian firm, and the Chief Canadian Strategist for a global financial institution. During his career, he has provided economic and investment strategy advice to corporations, central banks and some of the largest investment funds in the world. He is widely quoted in the media, appearing regularly on radio and television, and is often asked to speak to industry groups and community associations.

 

Andrew works with clients across Canada, and lives in Peterborough, Ontario with his wife and miniature poodle. He is an active contributor to the local community.

 

Andrew Pyle leads a team of specialists to help you reach your goals.

The strength of our business is our clients and the strength behind the business is our professional team of specialists. Emphasis on continued education and training ensures that clients always receive the highest level of service.

 
Ally Pyle

Ally Pyle, CIM®, CFP®, BA (Hons) Economics

Investment Advisor
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alexandra.pyle@cibc.com
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Ally joined Pyle Wealth Advisory in August 2016 and has over 15 years of industry experience. Ally strongly believes in the importance of providing client-centric advice and solutions in all facets of the team's offerings; from portfolio construction to wealth planning. She attended Trent University, obtaining her Bachelor of Science (Hons) major in Economic and also played on the varsity soccer team. She is fully registered in securities and insurance, holds the Chartered Investment Manager (C.I.M®) Designation, is a Certified Financial Planner (CFP) and is currently a CFA Level 3 candidate.

Ally was born in Toronto and moved to the area in 2001. She attended P.C.V.S. in the Arts Program prior to graduating from St. Peter’s Secondary School. During this time she played rep soccer for City of Peterborough. Ally volunteers with various charities in the community and sits on the board for the PRHC Professional Allied Council and is Vice Chair of 4th Line Theatre. Most recently, she has partnered with Junior Achievement Northern & Eastern Ontario, mentoring local high school students in the Company Program and teaches their Personal Finance curriculum. 

Ally has a husky/lab mix named Carter. When she's not building on her education, you can find her enjoying time with family and friends, on the volleyball court or working on her golf game. 

 
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Tammy Sargeant

Tammy Sargeant, BA

Financial Associate

Tel:

(705) 740-1433

Email:

Tammy.Sargeant@cibc.com

Tammy joined Pyle Wealth Advisory in 2017 and brings with her 15 years of industry experience. Prior to joining the team, Tammy earned her bachelor’s degree from Trent University and got her start in the financial industry in 2009 as a Customer Service Representative at another institution.

Tammy has completed investment courses through the Canadian Securities Institute and is fully licensed in securities. As the Financial Associate, Tammy oversees the team administration and handles all aspects of client service from inquiries to trading requests and is typically the first-person clients connect with when calling the office. Her experience and knowledge allow her to provide fast and accurate customer service to all clients. Tammy also coordinates the team’s marketing and has a keen interest in event planning.

When she is not working, Tammy enjoys spending quality time with her husband and their two boys. She has a profound interest in sports and enjoys attending live events or watching at home. In her spare time, she enjoys being outdoors, visiting with friends and family and volunteering in the community.

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Hayley Shewell

Client Associate

Tel:

(705) 740-0782

Email:

Hayley.shewell@cibc.com

Hayley joined the team in 2021 after working in administration at a real estate brokerage. She has previously worked for another financial institution providing client advice and service. Hayley has received diplomas from Fleming College in the Paralegal, Law Clerk, and Business Administration – Accounting programs.

Hayley’s attention to detail ensures the seamless operation of day-to-day activities and requests. She is dedicated to offering clients accurate and prompt service. Hayley can be contacted for general inquiries as well as all trading matters.

In her free time, Hayley enjoys spending time with her family and friends, reading and cooking.

Michelle McMillan

Michelle McMillan

Administrative Assistant

Tel:

(705) 742-8043

Email:

michelle.mcmillan@cibc.com

Michelle is the newest member of the team joining the team in 2022. Michelle transitioned to the team from CIBC, where she served in several roles that helped develop and practice her customer service skills.

Michelle will be responsible for managing the vast administrative details of our clients and their accounts such as account updates, maintenance and transactions. Her reliable and efficient demeanor is a great asset to the team.

In her free time Michelle likes to spend time reading, doing home improvement projects and spending time with her husband and kids.

 

 

 

 

Tammy Sargeant

Tammy Sargeant, BA

Financial Associate
(705) 740-1433
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Tammy.Sargeant​@cibc.com
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Tammy joined Pyle Wealth Advisory in 2017 and brings with her 15 years of industry experience. Prior to joining the team, Tammy earned her bachelor’s degree from Trent University and got her start in the financial industry in 2009 as a Customer Service Representative at another institution.

Tammy has completed investment courses through the Canadian Securities Institute and is fully licensed in securities. As the Financial Associate, Tammy oversees the team administration and handles all aspects of client service from inquiries to trading requests and is typically the first-person clients connect with when calling the office. Her experience and knowledge allow her to provide fast and accurate customer service to all clients. Tammy also coordinates the team’s marketing and has a keen interest in event planning.

When she is not working, Tammy enjoys spending quality time with her husband and their two boys. She has a profound interest in sports and enjoys attending live events or watching at home. In her spare time, she enjoys being outdoors, visiting with friends and family and volunteering in the community.

Hayley Shewell

Client Associate
(705) 740-0782
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Hayley.shewell​@cibc.com
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Hayley joined the team in 2021 after working in administration at a real estate brokerage. She has previously worked for another financial institution providing client advice and service. Hayley has received diplomas from Fleming College in the Paralegal, Law Clerk, and Business Administration – Accounting programs.

Hayley’s attention to detail ensures the seamless operation of day-to-day activities and requests. She is dedicated to offering clients accurate and prompt service. Hayley can be contacted for general inquiries as well as all trading matters.

In her free time, Hayley enjoys spending time with her family and friends, reading and cooking.

Michelle McMillan

Michelle McMillan

Administrative Assistant
(705) 742-8043
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michelle.mcmillan​@cibc.com
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Michelle is the newest member of the team joining the team in 2022. Michelle transitioned to the team from CIBC, where she served in several roles that helped develop and practice her customer service skills.

Michelle will be responsible for managing the vast administrative details of our clients and their accounts such as account updates, maintenance and transactions. Her reliable and efficient demeanor is a great asset to the team.

In her free time Michelle likes to spend time reading, doing home improvement projects and spending time with her husband and kids.

 

 

 

 

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Andrew Duncan

Andrew Duncan, PFP, CIM

Financial Planning Specialist

As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.

With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.

Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.

Andrew Duncan

Andrew Duncan, PFP, CIM

Financial Planning Specialist
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As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.

With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.

Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.