At Anderssen Wealth Management, every relationship begins with a conversation and a plan. We want to understand what keeps you up at night, the goals you care most about, and the legacy you want to leave behind.
Discretionary Portfolio Management
For clients who choose discretionary portfolio management, we act as Portfolio Managers and are held to a high standard of care to put client interests first. This approach allows us to take on the day-to-day decision making, freeing you to focus on other priorities.
Every discretionary portfolio is guided by a customized Investment Policy Statement that reflects your objectives, financial situation, and long-term goals.
Integrated Solutions
As part of our approach, we draw on the expertise of TD specialists, risk management professionals, and research analysts. Their input allows us to provide comprehensive solutions such as:
Retirement Planning
Tax Mitigation Strategies
Business Succession Advice
Private Banking Solutions
Estate and Trust Services
Customized Credit Solutions
Asset Protection Strategies
