Nick Cassis BSc, CFP, CLU
Visionary, President and Senior Advisor at Atlas Financial Group- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Betty lynn cassis
I know Nick is honest, and very knowlegable of the industry. He is also well respected. He will go the extra mile to make sure his clients get the best product available tor them at the time. He is consciences to his client's needs and very inventive in his thinking.
Betty lynn cassis
I know Nick is honest, and very knowlegable of the industry. He is also well respected. He will go the extra mile to make sure his clients get the best product available tor them at the time. He is consciences to his client's needs and very inventive in his thinking.
Betty lynn cassis
I know Nick is honest, and very knowlegable of the industry. He is also well respected. He will go the extra mile to make sure his clients get the best product available tor them at the time. He is consciences to his client's needs and very inventive in his thinking.
Betty lynn cassis
I know Nick is honest, and very knowlegable of the industry. He is also well respected. He will go the extra mile to make sure his clients get the best product available tor them at the time. He is consciences to his client's needs and very inventive in his thinking.
Credentials
-
Chartered Life Underwriter
The Institute for Advanced Financial EducationMay, 2021- Nov, 2024 -
Certified Financial Planner (CFP)
FP CanadaAug, 2010- Nov, 2024
Experience
-
Atlas Financial Group
-
Canada
-
Financial Services
-
1 - 100 Employee
-
Visionary, President and Senior Advisor
-
Apr 2021 - Present
-
-
-
Atlas Estate Planning Services Ltd.
-
Dartmouth, Nova Scotia
-
President and Certified Financial Planner
-
Oct 2019 - Present
-
-
-
Cassis & Associates Financial Services
-
Nova Scotia, Canada
-
President and Certified Financial Planner
-
Aug 1998 - Present
Member of Advocis, FPSC and MDRT Member of Advocis, FPSC and MDRT
-
-
Education
-
1993 - 1998
Dalhousie University
Bachelor of Science (BSc), Marine Biology and Biological Oceanography -
2010 -
Financial Planning Standards Council
CFP- Certified Financial Planner, Financial Planning and Services -
2021 -
ADVOCIS
Chartered Life Underwriter Designation, Financial Planning and Services
Community
