Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CIM®
CFP®
FMA
Michael has been providing comprehensive wealth advice and solutions to individuals, families, and small business owners since 1996. He began his career after graduating with a Bachelor of Commerce from Saint Mary’s University.
Passionate about providing exceptional service and customized wealth solutions, Michael works closely with clients to create highly-tailored personalized wealth plans to grow and protect their wealth. A consummate planner by nature, he holds a Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Financial Management Advisor (FMA) designations. As a Portfolio Manager, Michael is qualified to offer discretionary portfolio management, which frees his clients from the pressures of making investment decisions, delivers added oversight and offers several other benefits.
Outside the office, Michael enjoys most social and athletic activities and supports several charitable organizations, usually chosen to honour his clients’ passions, life events or charitable involvements – notably the Rotary Club, SHAID Animal Shelter and local health services.
English
Bachelor of Commerce from Saint Mary's University
CPA, CA
CPA, CA
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. He holds a Bachelor of Business Administration from Acadia University.
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.
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.
Client Service Associate
CEA
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. She has also won the TD STAR Award1 for the Atlantic Region in 2021. Nan has completed the Canadian Securities and Conduct and Practices Handbook Courses through the Canadian Securities Institute along with most recently the Wealth Management Essentials Course. 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 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.
Client Service Associate
Client Service Associate
An investment professional 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.
Administrative Associate
Administrative Associate
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 Award for the Atlantic Region in 2023.
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.
Administrative Associate
Administrative Associate
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.
Additional TD Specialists
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.