1192 Mountain Road, Moncton, NB E1C 2T6View on Map »

About Us

As a professional account executive, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement or managing your portfolio wisely, I have the experience and resources to meet your needs.


Oswald "Ozzie" MacKay

Account Executive
Achieve Financial

I chose to go into this profession out of a sincere desire to help individuals who wanted direction on how to secure their financial future and achieve their dreams.

Currently, I am the Account Executive at ACHIEVE Financial and have over 24 years' experience in the financial services industry. I am a qualified life member of the Million Dollar Round Table, which is The Premier Association of Financial Professionals.

For the last 15 years I've been working with OMISTA Credit Union members as their wealth management specialist. At ACHIEVE Financial most of our clients are referred by Omista Credit Union but we also accept new clients from across New Brunswick and Nova Scotia.

My passion is to work closely with individuals applying key principles to all areas of their life: time, wealth wisdom, relationships and reputation. These are all important facets of life that lead to financial success.

Curious how I might help you? Contact me today!


Mutual Funds Provided Through FundEX Investments Inc.

Sandy Cole

Office Manager / Licensed Assistant
Achieve Financial

Born and raised in Corner Brook Newfoundland & Labrador, I love animals & the outdoors. Whether running, cross country skiing, hiking or spending time with family and friends on the family farm, I enjoy the benefits of getting out and enjoying life! I bring these same family values, work ethic, enthusiasm and energy to my professional life.

My career in the financial industry has spanned over 17 years, providing me the opportunity of gaining extensive knowledge and skills in an ever-changing industry. I have over 25 years' experience as an administrator and know the importance of confidentiality, attention to detail and timely quality customer service. As Office Manager / Licensed Assistant, my role is to ensure that all of our clients receive the care and attention to acquire their success.

I have always taken pride in my work. My confident, friendly and professional demeanor has proven successful in handling your investments and insurance policies.

I'm looking forward to working with you.


Mutual Funds Provided Through FundEX Investments Inc.

Jamie Retieff, ACS, ALMI

Administrative Assistant
Achieve Financial

Born and raised in Ontario, I enjoy reading and spending time with friends and family. I am a military spouse and therefore have had to learn adaptability and resilience throughout my profession as we were constantly in transition with my spouse’s career.

I have over 20 years of Administrative experience in various work atmospheres, which allows me the ability to effectively build rapport with our clients to understand their individual needs and provide them with timely and accurate information.

I look forward to working with you.