Cut out the noise.
Hear what matters.
Watch our top story now
Our discovery and wealth management approach is driven by what matters most to you
Once the Anderssen Wealth Management team understands your unique needs and goals, we leverage our broad expertise to develop your customized personal investment and wealth plan. Over time, we continually revisit those needs and goals, and as they evolve, so will our recommended strategies.
All of our processes – whether investment, review or follow-ups – are rigorous, structured and disciplined.
We typically invest for the long term, favouring a balanced approach that includes conservative, low volatility investments that have the ability to generate dividends. Such investments are like rental properties with dividends acting as the rental income. We don’t believe in quick fixes, complicated investments or active trading. Instead, we make changes only when needed. In short, we strive to win by not losing.
For discretionary managed portfolios where we act as Portfolio Managers, we are held to a higher standard to act in your best interests with care, honesty and good faith. As part of this mandate, we draw on the expertise of TD specialists, risk management specialists and research analysts. Their input helps us to not only manage your portfolio, but also to identify opportunities that lie in market shifts.
Michael has recently completed his certification as a Responsible Investment Advisor, receiving the RIAC designation.
Responsible investment refers to the incorporation of environmental, social and governance factors (ESG Factors) in the selection and management of investments. Michael has recognized that many of our clients, are very concerned with important social and environmental issues. These issues are some of the most important drivers of change in the world today, and can have significant implications for business and investors. Some examples of key ESG issues in Responsible Investing include: Climate Change, Water Scarcity, Women in Leadership, Executive Compensation, and Community Relations. Michael, is now well positioned to address our client's concerns with these important issues, and can help investors contribute to positive social and environmental outcomes.
TD specialists are also invaluable in helping us to customize your integrated wealth strategy by providing:
Through Anderssen Wealth Management, clients can access discretionary investing – an option that leaves the daily investment decision-making to us, leaving you free to focus on your other priorities. In exchange for one transparent, asset-based cost, we drive your portfolio’s long-term success, responding nimbly to sudden opportunities and risks. Our strategy is guided by your customized Investment Policy Statement (IPS) based on your objectives and financial situation and setting out the asset allocation and diversification of your portfolio. Ask us how you can benefit from discretionary investing today.
A love of community and giving back is a passion we share with many of our clients. We're always seeking opportunities to support the causes that are near and dear to our clients and our community.
We Walk as One
We were thrilled to be the one of the two major sponsors of the "We Walk as One" concert that was held on November 9, 2018 featuring Heather Rankin (pictured here with our team). The show was in support of the Second Story Women's Centre, supporting women, girls and other gender-oppressed people in Lunenburg and Queens Counties.
Anderssen Wealth Management, proudly contributes to our local community in meaningful ways by supporting our local United Way.
Anderssen Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., which is a subsidiary of The Toronto-Dominion Bank.
Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, we have answers. Let's have a quick chat.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.