Anderssen Wealth Management

A licensed investment representative 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 and Conduct and Practices Handbook Courses 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 and Conduct and Practices Handbook Courses 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.