We partner with other professionals who are experts within the areas of accounting and legal to ensure all aspects of financial or business planning are addressed. In a manner, we act as the leader of your team - and we all work to support your goals. We partner with experts within the areas of accounting and legal.
Stand Sure - rooted in the knowledge we are working for you.
Helen L. Anderson, BBA, CEBS, CFP
Helen returned to Halifax to work in the family business in 1994, after working across Canada for a national human resource consulting firm in various roles including Manager of Human Resources, and Consultant primarily with groups in excess of 500 employees. Since returning to Halifax, she has focused on growing the Group Benefits Consulting practice and works with many independently owned businesses. This has also led to supporting owners and employees with respect to their own business and financial planning. This has been an ever changing and exciting area where we have become a part of the team with our clients and value that relationship.
Amy has been in the financial services field since 2002, starting in Victoria, BC then relocating back to Nova Scotia where she joined Anderson & Associates in 2006. Amy has held various customer service roles over the past 19 years and is often the first contact for clients. Amy believes that every client is treated equally and provided with efficient and effective care. Amy works directly with Helen to support the investment and insurance side of the business as well as run day to day office operations.