Anderssen Wealth Management

A valued and astute member of our team, Bob joined us in 2016 with extensive knowledge of business and taxation amassed during his 35-year career as a Chartered Accountant and an Office Managing Partner at Grant Thornton. Bob enhances our ability to create comprehensive, customized wealth strategies through his efficient tax-planning strategies, which help him to identify estate planning opportunities and develop extensive wealth plans, engaging TD specialists as appropriate. He holds a Bachelor of Business Administration from Acadia University. A very active contributor to his community, you can also find him spending time on the golf course and playing hockey. Bob and his wife Judy are proud parents of two adult daughters.

A Client Service Associate with a high degree of professionalism and keen attention to detail, Heather is credited with delivering outstanding client service, managing our administrative hub and performing many other tasks. Her responsibilities have expanded several times since joining our team in 2013. Heather won the TD STAR Award¹ for the Atlantic Region in 2016 and has completed the Canadian Securities Course and Conduct and Practices Handbook Course with the Canadian Securities Institute. She holds a Bachelor of Arts in Recreation from Dalhousie University – no wonder she brings the fun to every situation! Heather enjoys every opportunity to entertain family and friends and finds pure joy in any time spent with her teenaged son, McAulay, and husband, Peter.

^{1The TD Star Award honours employees who have delivered exceptional results and demonstrated STAR qualities – Service, Teamwork, Achievement and Results throughout the year. In addition, recipients have met challenging criteria by proactively driving improvements to productivity and efficiency, contributing to the business and developing and implementing key business strategies.}

Nan joined our team in 2015 after gathering tremendous knowledge working at TD as a Financial Advisor for almost 20 years. During this time, Nan was a six-time Regional Champions Award Winner¹, which earned her the exemplary Emerald Award. Nan has completed the Canadian Securities Course and Conduct and Practices Handbook Course through the Canadian Securities Institute. Our team and our clients can benefit from Nan's strong service skills, comprehensive approach and excellent attention to detail. Nan is an active member of her community and enjoys time spent with friends and family. She and her husband Paul are very proud parents and grandparents.

Nan, has completed the Certified Executor Advisor (CEA) program, a course designed to provide graduates with a practical level of knowledge covering all issues executors may face in the course of their duties. The CEA designation is the first and only executor-facing designation in Canada. CEA's do not act as executors but rather as advisors to appointed executors in order to guide them away from problems, and toward the professional expertise their situation requires. In addition, to providing direction and support for at-death situations, CEAs can empower and facilitate important dialogue prior to death in order to determine planning opportunities. We know that being named an executor can be overwhelming, and that choosing an executor requires meticulous consideration. Nan, is looking forward to providing guidance and advice to our clients in this area.

^{1The Regional Champions Club program rewards and recognizes the top 8% of the Branch employees across the country for their outstanding performance by living TD's Shared Commitments. Employees are inducted into the Emerald Club once they have been Regional Champions five times.}

Nan joined our team in 2015 after gathering tremendous knowledge working at TD as a Financial Advisor for almost 20 years. During this time, Nan was a six-time Regional Champions Award Winner¹, which earned her the exemplary Emerald Award. Nan has completed the Canadian Securities Course and Conduct and Practices Handbook Course through the Canadian Securities Institute. Our team and our clients can benefit from Nan's strong service skills, comprehensive approach and excellent attention to detail. Nan is an active member of her community and enjoys time spent with friends and family. She and her husband Paul are very proud parents and grandparents.

Nan, has completed the Certified Executor Advisor (CEA) program, a course designed to provide graduates with a practical level of knowledge covering all issues executors may face in the course of their duties. The CEA designation is the first and only executor-facing designation in Canada. CEA's do not act as executors but rather as advisors to appointed executors in order to guide them away from problems, and toward the professional expertise their situation requires. In addition, to providing direction and support for at-death situations, CEAs can empower and facilitate important dialogue prior to death in order to determine planning opportunities. We know that being named an executor can be overwhelming, and that choosing an executor requires meticulous consideration. Nan, is looking forward to providing guidance and advice to our clients in this area.

^{1The Regional Champions Club program rewards and recognizes the top 8% of the Branch employees across the country for their outstanding performance by living TD's Shared Commitments. Employees are inducted into the Emerald Club once they have been Regional Champions five times.}

A valued and astute member of our team, Bob joined us in 2016 with extensive knowledge of business and taxation amassed during his 35-year career as a Chartered Accountant and an Office Managing Partner at Grant Thornton. Bob enhances our ability to create comprehensive, customized wealth strategies through his efficient tax-planning strategies, which help him to identify estate planning opportunities and develop extensive wealth plans, engaging TD specialists as appropriate. He holds a Bachelor of Business Administration from Acadia University. A very active contributor to his community, you can also find him spending time on the golf course and playing hockey. Bob and his wife Judy are proud parents of two adult daughters.

An integral part of the Anderssen Wealth Management team, Candace brings vast knowledge of the banking industry gained from holding a variety of roles with TD since 2007. Candace's strong work ethic and exceptional service have been her calling card since joining the team in January of 2022. This was shown by her winning of the TD STAR Award1 for the Atlantic Region in 2023.

Candace is an active member of the Lunenburg community where she grew up, acting as the volunteer Treasurer for the Lunenburg Junior Curling Program since 2010. Candace currently resides in Spectacle Lake with her Husband Mark and is a proud Mother to her three children, Nathan, Hannah, and Ella. In her free time, Candace enjoys hiking, kayaking, and camping with her family and can often be found driving her three lovely children to various sporting events.

Drew began working with TD in February of 2021 while completing his Finance Degree at Acadia University. Virtual courses allowed Drew to balance a heavy course-load and full-time employment at the Tantallon TD branch. Starting as a teller, Drew progressed through the many roles branch banking has to offer by showcasing exceptional client service and teamwork.

Joining our team in February of 2023, Drew's responsibilities include client onboarding, meeting preparation, and account maintenance. In his time with the team, Drew has shown an ability to cultivate strong client relationships and demonstrate operational excellence.

Drew grew up in Hammonds Plains, Nova Scotia, alongside his sister, Jenna, and pet Cat, Kirby. In his spare time, you can find Drew at the hockey rink, on the golf course, or travelling the Maritimes with his Girlfriend, Emily.