Andrew Pyle, MA, CIM, FMA
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 and sits on the boards of the Innovation Cluster - Peterborough and the Kawarthas and 4th Line Theatre.
Ally Pyle, CIM, B.Sc., CFP®
Ally joined Pyle Wealth Advisory in August 2016 and brings with her 10 years of industry experience. Her roles included Customer Service Supervisor and Financial Advisor. Ally strongly believes in the importance of excellent client service and advice. She has a Bachelor of Science majoring in Economics from Trent where she played varsity soccer. She is fully registered in securities and insurance, holds the Chartered Investment Manager (C.I.M) Designation and is currently a CFA Level 2 candidate.
Ally was raised in Peterborough, playing rep soccer for the City; she attended PCVS in the Arts Program and then graduated from St. Peter’s Secondary School. Ally volunteers with various charities in the community and sits on the board for the PRHC Professional Allied Council, The Down Syndrome Association of Peterborough, and 4th Line Theatre. Ally enjoys playing guitar, singing, four wheeling, and spending time outside with her dog Carter.
Tammy Sargeant, BA
Financial Associate
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
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
Administrative Assistant
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, BA
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
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 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.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Andrew Duncan, CFP, 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, CFP, PFP, CIM
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.