Who We Are

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Our talented team of trusted advisors has a belief that the work that we do and the advice that we give will have a meaningful and positive affect on the financial well being of our clients.

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I’ve been dealing with D H Roberts Financial Group for over 10 years for all of my personal insurance needs.  I have always found Dave Roberts to be honest and straightforward.  The level of service and professionalism I’ve received from Dave has been fantastic. I’ve purchased several insurance products from D H Roberts Financial Group over the years and I have always felt confident that I was making a wise investment. I would not hesitate to recommend Dave to anyone considering buying life, disability or critical illness insurance.  

 

 
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[av_testimonial_single src=” name=’Sean O’Connor’ subtitle=’CEO, Vista Care’ link=’http://’ linktext=”]

Working with Dave and has been refreshing because we have found him to be knowledgeable, trustworthy and resourceful in all aspects of benefits, pensions and corporate insurance planning.

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Dave Roberts

Partner

Dave Roberts CFP. CLU. CHS, started in business as an insurance advisor in 1990.

With 25 years of experience Dave has a great perspective on this business. What matters to him is what matters to you as a client or potential client.

The focus of his business is working with Business Owners, Professionals and their trusted advisors. These clients find that Dave has helped to organize their insurance affairs, invest wisely, and plan for their families and business futures.

902-420-2808 | Contact via email
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John-Mass-Financial-AdvisorJohn Maas

Partner

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, |’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.

902-576-2807 | Contact via email
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Rod Dickie

Advisor

Rod Dickie, CHS, has worked in the family and business market for thirty years as a trusted advisor.

902-481-3298 | Contact via email
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Nicola Wood

Advisor

Nicola Wood recently joined D.H. Roberts Financial Group Inc. in May 2015. Nicola is married with 2 children and has over 15 years of industry experience. She understands the importance of developing a holistic financial plan and can talk to you about life, health and wealth solutions as well as group benefits. She does volunteer work and is involved in the community.

902 576-2831 | Contact via email
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