Choosing to work with the right financial professional is one of the most significant decisions a person can make.
The reality is we all have access to the same products from the same companies. To win and keep your trust and business we must deliver something extraordinary. Our sole purpose is to help others find and achieve their dreams and we work with you to create your roadmap towards your vision of financial success. Whether your journey is short or long it should culminate with you being better off than when you started. Not just financially but in all aspects of your life. We’re here to help.
At Atlas Financial Group we follow a few key core values. These are:
- Our clients always come first. We treat them like family
- Make what we do easy to understand and implement.
- Communicate and respond promptly with a ‘right first time’ mindset
- Educate ourselves staying current in our industry and educating our clients so they make informed decisions
- And most of all be respectful, approachable and honest at all times
At Atlas Financial Group we are committed to ensuring you will have a clear vision of your goals and objectives and be able to see the path your unique journey will take to achieve them.
We also understand that we are in a position of trust with our clients. Following a strict code of ethics and code of professional conduct we actively drive the core of our business towards professionalism, transparency and providing the best value to our clients making us one of their most trusted resources. We are advisors and educators first and, although we do offer product-based solutions to our clients, we do not consider ourselves salespeople. It is about our passion to help others and as such we take our responsibility of putting our client’s interests ahead of our own very seriously.
our
team
Nick Cassis, CFP®, CLU
Senior Financial Planner, President
Nick’s passion is for people to succeed both financially and in life. Finances are tied to every aspect of our lives, our successes and setbacks. Nick’s methods, therefore, are not transactional but involve a deep understanding of a person’s goals, desires and how their financial picture helps, or limits, their path to success. Without goals or desires there is no direction, so this naturally forms the basis of a successful financial plan that Nick helps people create. Nick explores the path his clients have been on, where they are currently, where they’re looking to go, and how he can best help them on their journey.
Joining the financial services industry fresh out of Dalhousie University in 1998, Nick has developed strong relationships with those he works with. He has been central in helping people gain clarity on their current financial positions, their goals, and what they can do become more effective at attaining those goals.
To be the best possible resource to help people succeed, Nick is constantly expanding his knowledge. He achieved his Certified Financial Planning (CFP) Designation in 2010, attained his Chartered Life Underwriter (CLU) Designation in 2021, and attends numerous sessions, conferences, and seminars throughout the year.
Nick is a member of Advocis, the largest financial planning organization in Canada, and FP Canada, a national professional body working in the public interest, which sets the direction for professional financial planning in Canada.
Nick joined the Million Dollar Round Table (MDRT) in 2011, an organization which brings together the top financial planning minds from around the world to collaborate, support, and learn from each other. In 2021 Nick also joined the Conference for Advanced Life Underwriters (CALU) which is Canada’s professional association for leaders in the financial industry and which provides members with high-quality education focused on enhancing the financial well-being of Canadian’s.
To help his clients succeed Nick knows he needs to set a high standard. That’s why he focuses on education, ethics, and most importantly, relationships as the foundation of everything he does.
Angela K. Dicker
Customer Experience Officer
Angela has been working in financial services for over twenty-five years assisting top advisor’s in Nova Scotia to manage and build their business. As a licensed life insurance advisor, her knowledge in this industry is a valuable tool within the practice as we integrate insurance into the financial plans that we build for our clients. Her work is essential as it allows Nick the time to meet and work with clients face-to-face. Angela enjoys being very customer service oriented and has been an asset to Atlas Financial Group and our valued clients.
Elayna D .Boersma
Administrative Assistant
After completing her Office Administration certificate program with NSCC, Elayna joined Atlas Financial Group in June of 2022. Prior to her new career in the office and business world, she had completed a culinary diploma program and had worked in the industry for over twelve years before she decided on a career change due to her growing family. Elayna is our first point of contact for client requests and inquiries. She is driven to learn and grow with us and is looking to obtain her life Insurance license and learn everything she can about our industry. Elayna is a great addition to the team.
Choosing to work with the right financial professional is one of the most significant decisions a person can make.
Atlas Financial Group is the culmination of the work of two exceptional individuals in the financial services industry.
Atlas Estate Planning Services Ltd was founded by the late Allan Grantham in 2003 and became a leading operation for corporate and estate planning in Nova Scotia. Allan had 42 years of experience, was a specialist in this area and developed and refined various concepts to help his clients reach their planning objectives.
Cassis & Associates Financial Services Ltd was founded by Nick Cassis in 2010 after 12 years experience in the industry with a focus on family planning and, more specifically, retirement and pension planning. Nick quickly grew to be an authority in pensions in Nova Scotia and has helped hundreds of people navigate the specific nuances of pension regulations here and in other provinces.
In 2021 these companies merged to become Atlas Financial Group Limited. Combining the established programs of both companies has made us more robust allowing us to be with our clients at every stage of their lives, careers and family demographics. We specialize in protection and prosperity and whether you are young and single, a new or maturing family, a new or mature business owner, or looking towards your retirement years and beyond we have a program that will help you become more efficient and effective as your journey progresses.