Contact Michael Anderssen Please share a little about yourself and how I can help.
Email mePlease share a little about yourself and the best way I can reach you.
Request an appointment
Please complete the information below and I will contact you shortly
your message has been sent to Michael Anderssen
Contact Michael Anderssen
Please share a little about yourself and how I can help.
Email me
Please share a little about yourself and the best way I can reach you.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
The details you shared
Request an appointment
Please provide the information below and you will be contacted soon by a TD Wealth advisor.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
Best time to call you
Preferred appointment dates
Comment
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.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
A licensed investment representative with a high degree of professionalism and keen attention to detail, Heather is credited with delivering legendary 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 Award for the Atlantic Region in 2016 which is given by TD to employees who maintain a high level of professional business conduct and integrity throughout the year as well as demonstrates excellence in their field. Heather has completed the Canadian Securities Institute's Canadian Securities and Conduct and Practices Handbook Courses and holds a Bachelor’s degree in Recreation from Dalhousie University (no wonder she brings the fun in any situation!). Heather truly enjoys every opportunity to entertain family and friends and finds pure joy in any time spent with her teenage son McAulay and husband Peter.
Nan joined our team in 2015 after gathering a tremendous knowledge base working in the retail arm of TD Bank as a Financial Advisor for almost 20 years. During this time, Nan was a six-time Regional Champions Award Winner, which earned her the exemplary Emerald Award*. Nan has completed the Canadian Securities and Conduct and Practices Handbook Courses through the Canadian Securities Institute, and is licensed as an investment representative. Our team and our clients benefit from Nan's legendary service skills, comprehensive approach and excellent attention to detail. An active member of her community, Nan enjoys time spent with friends and family. She and her husband Paul are very proud parents and grandparents.
*The 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 5 times.
A valued and astute member of our team, Bob joined us in 2016 with extensive knowledge of business and taxes from his 35-year career as a Chartered Accountant and Managing Partner at Grant Thornton. Bob enhances our ability to create comprehensive, customized wealth strategies through his efficient tax-planning investigation, which helps him to identify estate planning opportunities and develop extensive wealth plans. He holds a Bachelor of Business Administration from Acadia University. A very active contributor to his community, Bob enjoys several volunteer pursuits. 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.
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
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.
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.
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 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.
REQUEST AN APPOINTMENT
You have questions, I have answers. Let's have a quick chat.
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Michael Josey
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.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Market Commentary
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.
advisors.td.com/michael.anderssen
U.S. economy: Signs of resilience help to ease recession worries
While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.
New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
Do you know someone who would benefit from my services?
Share my profile
michael.anderssen@td.com
Mailing List
Receive content from TD Wealth
To better serve you, TD Wealth has created material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services to help you reach your financial goals. Sign up today to receive the latest news and information from TD Wealth.
If you no longer wish to receive our emails, please use the unsubscribe link above.
By clicking Unsubscribe, you will no longer receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via email and/or standard mail .
By clicking Submit, you agree to receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via e-mail and/or standard mail from based on the information you provided. If you wish to unsubscribe at any time, you can use the Unsubscribe Form on this page or the Unsubscribe link in any email communication received from .
SOCIAL LINKS