financial planner with clients
Who We Are

The Value of Advice

In this 21st century we have become more sophisticated, and wiser as citizens. We have the world at our fingertips and we are quick to exploit the opportunities to gain knowledge and understanding.

Contact Us

Our Team

Dave Roberts

Dave Roberts CFP. CLU. CHS

D. H. Roberts Financial Group Partner

With over 30 years of experience as a Certified Financial Planner, Dave has a great perspective on this business, working with families, business owners and professionals.

Clients appreciate the ways that Dave helps to organize their insurance affairs, invest wisely, and plan for their families and business futures.

John Mass

John Maas, CLU. BA


John Maas, CLU. BA, is a Halifax based financial advisor, a dedicated family man and an avid outdoor enthusiast. He enjoys sailing, golf, spending time with family and friends. He is the loving and dedicated father of one daughter, Haley, and lives in Halifax, Nova Scotia, with his wife, Barbara. As a financial advisor, John prides himself on building client relationships with an emphasis on trust and mutual respect.

He brings his caring, easy going nature to every meeting, aiming to achieve frank and open dialogue to help his clients reach their financial goals. John has worked in the planning industry since 1983 and became partner at D.H Roberts Financial Group in 2003. John offers specialized expertise in helping business owners and professionals achieve prosperity through implementation of sound financial strategies.

Trust is earned and built by doing the right things, one action at a time. Over the past 31 years, I’ve prided myself in being a steady influence in the lives of my clients over time. There is nothing more satisfying than making a positive impact on your client’s financial plans. The planning process can only begin, once I have earned your trust.