Client care is our number one priority. Our team is people-focused and always there to answer the phone, answer your questions, and help ensure your personal and professional success.
Nextt level service and advice is a call away.
or call :1-902-454-0778
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23-2625 Joseph Howe Drive
Halifax, Nova Scotia
B3L 4G4, CA
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Nextt Securities, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Nextt Securities and covered by the CIPF. Financial planning and insurance services are provided through Nextt Financial. Nextt Financial is an independent company separate and distinct from ACPI/Nextt Securities.
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© Nextt Financial 2023
Caissie founded Nextt Financial after spending nearly 12 years as an Advisor at SunLife Financial. Growing up in a small farming community in New Brunswick, Caissie had a passion for finance and business from an early age, finding role models and inspiration in her self-made, entrepreneurial parents.
After graduating from Saint Mary’s University in 2009 with a Bachelor of Commerce, Caissie wanted to bring her passion for financial literacy and monetary stewardship to her client base with the goal to improve their personal and professional financial management and success. Caissie is a proud and active member of the Million Dollar Round Table (MDRT), accepting a role as an MDRT Community Leader for their Canadian team in 2022.
As a proud mom of two active daughters, Caissie and her husband Sean can often be found playing tennis, at the gymnastics center, or out enjoying nature near their beautiful home in Bedford, NS with their dog Simon.
A Dartmouth, Nova Scotia native, Samantha credits her hardworking nature and dedication to her experience as a young mom. Now a mother of two and with nearly 5 years experience working at Sunlife as an administrator, Samantha was ready to take the jump with Caissie to help launch and build Nextt Financial. By 2022, Samantha had spent 4 years working directly alongside Caissie; although at times it feels like 15.
When Samantha isn’t holding things down in the office, she can be found on the baseball field passing along her athletic talents and legacy to her oldest daughter.
Mary Jane is the owner of Chapter 3 Ltd., a consulting company that specializes in helping start-up companies and small businesses overcome obstacles and achieve growth objectives. With a background in communications and a career spent building start-up companies, MJ works with clients to identify gaps and improve business operations within marketing, client care, sales operations, and communications.
In addition to being Caissie’s right-hand marketing and business operations person, MJ is also one of Nextt’s most engaged clients and biggest advocates.