Our team was founded in 1968 by John Oyler, who strongly believed that the best way to invest – and the best way to advise clients – was through patience and discipline. John also believed in the wisdom of value investing, taking advantage of temporarily underpriced securities to generate growth at a reasonable price. Our team still carries on these founding principles to this day.
When John welcomed his sons Jamie (in 1989) and Robert (in 1996), he formed one of Atlantic Canada’s very first investment management teams: the Oyler Wealth Advisory Group and mentored them in his traditional approach to building client trust through transparency, integrity, and astute financial leadership. In turn, Jamie is now mentoring his son (John’s grandson), Justin, to follow our time-tested code.
To serve our growing number of clients we added advisors Jacques Comeau in 2002 and Alan Leard in 2003, who was a well-known veteran in the industry. We sadly lost Jacques in 2014, although his legacy of friendship endures. Alan retired in 2017 and we welcomed Michael MacDougall in 2014, recognizing his significant contributions by renaming the team Oyler MacDougall Wealth Advisors in 2022.
Today, our team stands at ten members strong to serve our clients with distinction. In an atmosphere of warmth and openness, our clients are treated as members of our family. While our asset management services have remained similar throughout the decades, our financial planning has evolved to encompass highly tailored and carefully integrated tax, estate, retirement, insurance, and philanthropic, and private and commercial banking. We now also go beyond financial matters into life planning with recommendations and referrals for healthcare providers, coaches, and other support services.
While the world has changed a great deal since John first started our group back in the sixties, our values, investment philosophy, strategic discipline, and patient, personable approach live on. We were proud to be recognized by BMO Private Wealth for Distinguished Client Loyalty in 2023 and our goal is to earn that recognition annually with the continued support of our amazing clients.