Your Personal
GUIDE
Unlike insurance or investment brokers we are an all-encompassing financial planning firm. We take the time to get to know you and understand your wants and needs. Once we know where you want to go we create a financial journey designed by your unique goals, desires and life events so that you can travel into the future with purpose.


Your Business
GUIDE
One of the biggest issues business owners face is that they need to plan for two different lives. There is your personal life and your business life. Both of these have unique needs which cannot be planned for or considered separately and a qualified team of the right professionals is needed to ensure the right plan is in place. Whether you have a team already in place that we can become a part of or if we can help you put together the team from scratch we are here to help.
5 stars
“Always up to date, available and interested. Thanks Nick- 5 stars”
Gwen S.
Clearing the confusion
“Nick Cassis is a very caring and compassionate person. He is there for you if there is a problem and will try to find a solution for you if there is one. My contact with Nick started in 2008 and has been a positive one. Where there were many questions and much confusion, Nick will try to find an answer for you and explain to you so you can understand. He is a very caring person that truly cares about us little people. Thank you Nick for all your help so far. It really helps to know you are there when you are needed.”
Pauline W.
The turn around
“My first conversation with Nick was a controlled panic call. My investments had taken a big plunge with the unexpected economic downturn. Nick (who had just taken over the portfolio) calmly explained what a good part of the problem was and made some suggestions that he thought would be good for me. He has taken into account my individual circumstances and advised me properly. I always advise friends and co-workers to contact Nick when they have questions and/or concerns regarding their finances.”
Diane S.
Priceless
“Nick Cassis and his team have been so very helpful at a time in my life when I needed them the most. Going into retirement, after 42 years of service, is no easy transition but Nick and his team have been there every step of the way. I will be forever grateful for their expertise and guidance through this very difficult process. I would recommend them to anyone and do so when I have the opportunity. They are extremely knowledgeable in the field of pensions. This is priceless.”
Holly O.
Roseway Manor
I have known Nick Cassis of Cassis Associates Financial Services for over five years. During that time Nick was the advisor for my workplace Pension Plan and advised myself and many of my co-workers on decisions regarding our Pension Plan. Nick has extensive knowledge regarding Pension Plans and investments and will give you advice relating to the individual situation. Nick is honest and hardworking and makes decisions based on the best interest of his clients.
Sandra Burke
Harbour View Haven
“Nick Cassis, of Cassis and Associates, has been working with our organization for a number of years. His support is excellent. Nick’s easy friendly approach and his wealth of knowledge on individualizing future planning has been a hit with our staff. He provides financial options in terms that make sense and is quick to provide updates when requested.”
Tim McAuley
Municipality of the County of Annapolis
…We have been very pleased with Nick and his honest, sincere and helpful advice. He is reliable when members ask to meet with him at their location and convenience, in addition, he makes a point of contacting members at least on an annual basis to keep current on their financial goals… Thank you Nick, we are very lucky to have you.
Holly A. Orde
King’s-Edgehill School
Nick provides all of our new employees with guidance in setting up their pension goals and works with all of our members on an as need basis to support their retirement objectives. Our experience with Nick Cassis over the years has been extremely positive as is reflected in our long-term association with him.
Steve Porter
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