- Sophisticated wealth planning and investment advice with insight into tax-efficient strategies.
- A team-based approach that puts you and your evolving priorities first.
- And 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. Discover how we can help you make better decisions about your investments and other financial matters.
Building relationships for life
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.
“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 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*
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.
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.
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. In addition, Bob Oakley, a member of the Anderssen Wealth Management team who holds the Chartered Accountant designation, offers critical insight into structuring your wealth plan tax-efficiently.
“Mike takes the time to understand our needs in life, where we want to spend our money, even our health issues. This is important because there is so much more to life than pure money. He is very approachable and educates us about what’s going on in the market in a way we can understand without talking down to us. When we’re making a major purchase, Mike advises us on the best way to pay for it to help us 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. We have no hesitation at all in recommending Mike to anyone. He’s a class act.”
- Jan and Gloria Devries (retired senior manager at Michelin Tire; retired personal care worker and legal secretary), Bridgewater, NS*
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:
“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*
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.
Anderssen Wealth Management in the Community
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.
*As of January 11, 2019. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.