James Oyler, FCSI

Senior Investment Advisor & Portfolio Manager

Raised in a financial family, Jamie Oyler had a golden opportunity to learn from his father, John, the founder of our team. Having been introduced to the investment industry early in life, the importance of building clients’ trust and working with integrity was instilled in him from the start.

After earning a Bachelor of Commerce degree in Finance at Dalhousie University, Jamie began his career as an Investment Advisor in 1987. He earned the Fellow of the Canadian Securities Institute (FCSI®) designation in 1990. Jamie then joined the Oyler Wealth Advisory Group in 1989 and became licenced as a Portfolio Manager, enabling him to perform discretionary investment services. The discretionary platform frees our clients from having to make daily investment decisions and empowers our team to act quickly and fairly when opportunities or risks arise.

In addition to advising his own roster of affluent clients, Jamie also leads our team’s big-picture, long-term vision and liaises with the BMO Private Wealth management team. Having completed corporate coaching programs, Jamie applies these valuable skills in shaping our team’s governance, direction and processes.

Jamie has volunteered extensively as a coach over the years, mostly with his children’s sports teams, and currently coaches co-ed badminton at Sommet High School. When he’s not in the office, Jamie spends his time travelling with his wife Christine, playing badminton, cooking, and trying to keep up with his three grown sons.

 

Robert Oyler

Senior Investment Advisor

Rob Oyler joined Oyler MacDougall Wealth Advisors in 1996. Rob grew up hearing stories around the dinner table from his father and our founder, John, about clients whose patience and discipline paid off in strong financial outcomes. He repeats those same stories for our clients’ benefit today and applies his father’s principles in helping to run our practice.

Rob has received the Wealth Advisor (WA), Financial Management Advisor (FMA) and Personal Financial Planner (PFP®) designations and is also licensed to provide life insurance. He coached lacrosse, hockey, and football extensively for so many organizations while his kids were growing up that it felt like his second job for a long time. Rob enjoys being involved in supporting young people in sports and hopes to revisit that role down the road one day when he retires.

In 2017, Rob took up cycling with his wife Sue and this passion drives him to log hundreds of kilometers every year whenever the Nova Scotia climate allows, and Rob and Sue like to include cycling on many of their vacations. They have three grown kids that are their pride and joy – two live out west and one lives in Halifax. Rob and Sue love being involved in their lives as much as possible.

 

Michael MacDougall

Senior Investment Advisor

Mike MacDougall works closely with our clients to establish long-term relationships and meet all their financial objectives in collaboration with our network of partners and bankers. His background in commercial banking gave Mike a sound understanding of taxation and business finance, which particularly helps our clients who own businesses. Mike has worked in financial services since 2005 upon graduating from St. Francis Xavier University’s Gerald Schwartz School of Business with a Bachelor of Business Administration with a major in Finance. He worked with another major Canadian bank as an Account Manager and Commercial Account Manager in Moncton and Saint John, where he received a Gold Award. In 2014, Mike was recruited by his Uncle, Alan Leard, to join our team. Very personable, client focused, experienced, and well rounded, Mike is a good listener who has become an invaluable contributor to our group and officially became a name partner in 2022.  

Mike holds the Personal Financial Planner (PFP®) designation conferred by the Canadian Securities Institute and his Life Insurance license. He has completed industry courses too numerous to mention in order to hone his financial skills and knowledge. With almost 20 years of experience in the industry and a long runway ahead of him, Mike has experienced many market cycles, is open minded about change, and is driven to develop new, more efficient methodologies.

Mike grew up in Riverview, New Brunswick, where he was a two-time Provincial Hockey Champion, before moving to Nova Scotia to attend university. He has volunteered as Treasurer of the Bedford Business Association since 2016.

Mike and his wife Sarah reside in Bedford with their daughter, Maggie. His top priority is being a dad and spending time with his parents, siblings, in-laws, nieces, and nephews as well as his circle of friends. Mike also loves playing hockey and golf, being in the great outdoors, and travelling. As a proud Maritimer, Mike enjoys discovering new places and experiences, and he’s always happy to pass on his favourite recommendations.

 

Justin Oyler

Investment Advisor

Justin Oyler graduated from Acadia University with a Bachelor of Business Administration in Finance, during which time he served at Vice President of the Finance Society. At Acadia he really enjoyed the financial courses, which is no surprise: finance is in his DNA. Justin is a third-generation financial professional who is learning from his father, James, who in turn learned from his father and our founder, John Oyler.

After working as a Consultant with a wealth management firm in Dartmouth and a Financial Services Representative at a credit union in Halifax, Justin joined our team in 2022. He assists Jamie and his clients and also serves his own growing roster of clients, helping them to answer the ultimate question: “Will I outlive my money, or will my money outlive me?” Fluent in French and English, Justin loves helping people while also being involved in financial analysis. He has completed the Advanced Investment Strategies course with the Canadian Securities Institute and is currently completing their Chartered Investment Manager (CIM®) designation. Justin is also licenced to provide life insurance.

Outside of work Justin favourite pastimes are cycling and hitting the beach. He is also an avid traveller who loves getting totally immersed in any country he visits.

Dawn Warren

Senior Investment Associate

Dawn Warren is an industry veteran who has the wisdom and personalized service that only comes from many years of working closely with clients. Dawn builds wealth for clients through financial planning, investment management and personalized service.

Dawn is a graduate of Mount Saint Vincent University and came to our group with a multitude of experience including working in law firms, working in banking at the bank branch level where she gained experience in loans and mortgages as well as investments. She started her career at BMO Nesbitt Burns in a small branch in Moncton, New Brunswick where she was given the opportunity to learn the industry from the ground up. Dawn joined our team in 2008 and has become an indispensable part of our success.

Dawn holds the Personal Financial Planner (PFP®) designation conferred by the Canadian Securities Institute. In an industry that is often focused on serving the affluent, she understands the needs of clients from all walks of life and has empathy for those with unique life and economic situations and challenges.

When she is not assisting clients, you will find Dawn spending time with her husband and two children and enjoying time in the outdoors with them and her Aussiedoodle, Ollie.

Tiffany Pardy

Senior Investment Associate

Tiffany Pardy has extensive financial experience and is passionate about helping families and women to navigate the financial landscape. Her specialties are formulating a financial plan that is easy to follow and understand, making investment recommendations based on people’s goals, removing obstacles, decoding the financial world, and building life-long relationships. Tiffany is also a great problem solver who is known for her attention to detail, strong listening skills and deep empathy.

Tiffany keeps the wealth journey personal and positive. She gets to know all the little things that are important to her clients, helps them organize their finances to bring them peace of mind, provides value at every opportunity, and becomes a key part of their lives. Tiffany helps people make key decisions such as the timing of their retirement and to see retirement not as an ending, but as a new chapter.

Tiffany joined BMO Nesbitt Burns in 2000 after graduating from the Nova Scotia Community College with a Diploma in Investment Management. She became part of our team in 2001 and has completed her Advanced Certification in 3H Financial Planning with FP Canada and Certification in Advanced Financial Advice from the Canadian Securities Institute. Tiffany is also licensed to provide life insurance. In addition to quarterbacking her own clients’ multiple financial needs, Tiffany supports Michael MacDougall’s clients.

Tiffany is a proud Nova Scotian and a busy single mom who loves camping and exploring nature with her son, Camden. Together Tiffany and Camden love to camp in the summer and beachcomb all year round looking for sea glass, shells as well as hunting for treasure using Camden’s metal detector. Tiffany loves genealogy and Maritime history and has even discovered she is related to some of our clients! When she gets a little time to herself, Tiffany enjoys curling up with a good book.

 

Rebecca Covey

Investment Associate

Rebecca has been a member of Oyler MacDougall Wealth Advisors since 2004 and advanced to a new role as an Investment Associate in 2023 after being our Sales Assistant for 19 years. With almost 20 years of experience in the investment industry, Rebecca is a wealth of information and passionate about providing clients with the best and most personal service. She has a keen eye for detail and process and supports the team in many different aspects ranging from initial onboarding of new clients to ongoing administration of client accounts to financial planning together with Dawn and Tiffany. Her credentials include a Diploma in Investment Management from the Nova Scotia Community College.

Rebecca is originally from the Annapolis Valley and now resides in Bedford with her daughter, Raegan, and their two cats. In her spare time, she enjoys cooking, reading, travelling and spending time with family.

Natacha Waring

Client Service Associate

Natacha brings 12 years of experience in the industry. Her role on our team is to Support Investment Advisors, the IA Team, and branch operations with day-to-day administration and provide exceptional client service. Natacha holds a Diploma in Business Administration specializing in Investment Management and Accounting from the Nova Scotia Community College. In addition, she has completed the Canadian Securities Course, Conduct and Practices Handbook Course, Chief Compliance Officers’ Qualifying Examination, and Understanding Investment Dealer Business Units Course with the Canadian Securities Institute. Prior to joining our team in 2023, Natacha was a Business Application Specialist for the Atlantic Region and an Associate and Branch Administrator with another major bank-owned investment firm.

Natacha enjoys cooking & wine tasting and has completed Level 1 of the Wine & Spirit Education Trust (WSET) certification. She is also fluent in French. Natacha also enjoys planning trips to explore Atlantic Canada, and spending time with family.

Janice Moser

Client Service Assistant

In January 2023, Janice joined the Oyler MacDougall group, bringing her client service expertise and experience to further contribute to the success of the team. Her strong interpersonal skills and ability to build rapport with clients make her a trusted point of contact. Janice’s commitment to providing exceptional client experiences and her passion for helping others sets her apart in her role

Outside of her professional responsibilities, Janice is a personal trainer. With her blend of client service skills and passion for fitness, Janice brings a unique perspective to her role. Her ability to connect with clients on a personal level, combined with her professionalism, and genuine care for others make her an asset in delivering exceptional service and fostering strong client relationships.

Shelley MacDonald

Client Service Associate

Bringing more than 13 years of experience working with investment advisors, Shelley joined the team in June 2023. Her commitment to customer service, attention to detail, and ability to build client relationships, along with industry knowledge, have made her an invaluable asset to the team.