Kirk Longmire | President

For over 25 years Kirk has been at the forefront of employee benefit programs in Nova Scotia.  Kirk has forged strong relationships with both service providers as well as some of the most innovative and progressive business people in the province.  

He is committed to bringing positive change for his clients though innovation caused by the fintec revolution happening within the financial services industry.  

kirk@copperstonefinancial.ca

Melissa Longmire | Controller

As Co-owner Melissa rounds out the executive team.  With over 25 years of experience in the accounting field Melissa brings her insightful vision for the organization and keeps Copperstone running smoothly.  

melissa@copperstonefinancial.ca

Angela Clair | Operations Manager

Angela is well known in the Wealth Management sector and comes to us with many years of financial experience and a proven track record of creating amazing client experiences. 

 

A true valley girl, Angela was born in Wolfville and grew up on Wolfville Ridge. She graduated from Horton High, and pursued her post-secondary education at Acadia University, graduating with a Bachelor of Business Administration. For the past 13 years Angela has worked with a local Wealth Management firm and understands the need for forging strong relationships with clients.

angela@copperstonefinancial

Kristina Gillis | Administration

kristina@copperstonefinancial.ca

Melanie Easson | Advisor Individual Sales & Support

Melanie@copperstonefinancial.ca

Dwight Johnson | Advisor

dwight@copperstonefinancial.ca

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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.