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Our Team.

Copperstone Financial Group is a relationship driven financial benefit firm located in the Annapolis Valley, serving all of Nova Scotia.  We focus on providing health, dental & retirement solutions that support our client's goal of protecting the wellbeing of their families and their employees

The Copperstone Team

Our mission

To support our client’s need to provide exceptional employee benefits for their family and employees.  We do this by using cutting edge technology and processes that remove costs while maintaining a strong human connection.  By building honest partnerships with our service providers and our clients we create lasting mutually beneficial relationships. 

Our vision

We strive to modernize benefits delivery and to lead the Atlantic Canadian employee benefits revolution, by changing the delivery model and seeking out trailblazing clients and advisors looking for sustainable solutions through innovation.

Our ideal client

Our ideal client is a successful, results driven organization.  Their core values place their employees at the center of their success and believe that their benefits programs are an extension of that value.  They seek out advice-based solutions and action plans to provide clear direction to drive their decisions.

Our CORE Values

Excellence - We are passionate about being successful and strive to build strong trusting relationships to create clients for life.  We walk with purpose, as part of a deliberate, long term strategy and vision.

Accountability - We work with integrity.  We are accountable to our clients, our partners and each other.

Collaboration - We continually embrace and drive change.  We work together with colleagues and clients to deliver consistent, proactive, and beneficial products and services to maximize performance.

Growth - We are invested in ourselves and in our colleagues to grow not only as a team but as individuals.  Through continuous professional development and continuous improvement in technological advances to ensure our clients are given the highest quality advice

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