Anderssen Wealth Management

Anderssen Wealth Management

A Disciplined Approach to Investment Management

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.

No one wants to talk about when they're no longer here. But for Lynn's dad, Anderssen Wealth Management was a safe space to talk and plan for the future.

When her father passed away, Lynn found herself in the role for power of attorney and executor, and she needed support. Anderssen Wealth Management sat down with her and explained what all the documents meant, where the investments sat, and how to move forward.

The planning that her father had done with Anderssen Wealth Management, allowed for everything to be in place.

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Discover what we can do, to help you make better financial decisions

  • Sophisticated wealth planning and investment advice with insight into tax-efficient strategies.
  • A team-based approach that puts you and your evolving priorities first. 
  • Feeling like you’re being guided by a good friend. 
These are the benefits that high net worth professionals, business owners, retirees, widows and widowers receive when they invest with Anderssen Wealth Management.
From the very first meeting – and in every interaction that follows – our team focuses on providing you with the support and guidance you need, when you need it.

We start with an in-depth conversation that uncovers where you’ve been and what you’re hoping to achieve. By delving deep, we develop a comprehensive view of your financial situation and are better able to guide you through the investment planning process.

As a result, clients often see us as an extension of their decision-making circle. Before making important life choices – from selling the family home, to updating their will, to considering retirement home options – clients regularly seek our counsel and rely on our team to help them every step of the way.

Through our “white-glove service,” our goal is to do the heavy lifting so you don’t have to; we are happy to liaise with the rest of your professional advisors, such as your accountant, mortgage broker and lawyer, to help ensure your needs are met.

Integrated Solutions

TD specialists are invaluable in helping us to customize your integrated wealth strategy by providing:

  • A retirement plan
  • Tax mitigation strategies
  • Business succession advice
  • Private banking solutions
  • Estate and trust services
  • Customized credit
  • Asset protection strategies
  • Philanthropic planning

The benefits of discretionary investing

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.

“I don’t know what I’d ever do without Mike Anderssen and his staff. I have received wonderful service from them for many, many years. After my husband Phil became ill, I needed to get my head around the financial situation. Mike put things in layman’s terms so I could understand how the process works. He and his team are always there to guide me with financial decisions, help out at income tax time and take care of everything. Working with Mike is very comforting. I’m not really good at investing – it’s quite different than the insurance industry. I put my complete trust in Mike and think of him as the son I never had.”

Ann Joudrey, Physical Damage Telephone Adjuster at Marsh Adjustment Limited, Bridgewater, NS*

As of May 24, 2022. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are solicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.

“Mike takes the time to understand my needs in life, where I want to spend my money, even health issues. This is important because there is so much more to life than pure money. He is very approachable and educates me about what’s going on in the market in a way I can understand without talking down to me. When I'm making a major purchase, Mike advises on the best way to pay for it to help save money here and there. It’s like having a well-informed, very qualified friend who is also an investment professional. Mike’s staff are wonderful – nothing is too much trouble. I have no hesitation at all in recommending Mike to anyone. He’s a class act.”

Jan Devries, (retired senior manager at Michelin Tire), Bridgewater, NS

As of May 3, 2022. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are solicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.

“Mike looks after everything for me and my wife Carol and is doing an excellent job. I had no pension and wanted steady dividend income. Mike built an income portfolio for me and it has done very well. He also helped me plan to make sure my Will is up to date. With homes in Ontario and Florida, I get hit with two tax bills, but Mike and his team do the tax planning and coordinate with my tax filing professionals. All in all, I’m quite satisfied. Mike makes it easy for me to relax and enjoy a round of golf.”

Gerald Fraser, retired Insurance Broker, Kemptville, ON