Michael Anderssen

Whether he’s challenging himself through high-intensity workouts, hiking along Gaff Point, supporting causes that are meaningful to him and his clients, playing a round of golf, or playing fetch with his golden retriever, Charlie, Michael approaches everything he does with intention and care.

That same focus is at the core of how he supports clients—through detailed, personalized wealth plans designed to grow, protect, and preserve their wealth over time. Since 1996, Michael has worked closely with individuals, families, and business owners to help them navigate the complexities of their financial lives with clarity and confidence.

He holds a Bachelor of Commerce from Saint Mary’s University, along with the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), and Financial Management Advisor (FMA) designations. As a Portfolio Manager, he is licensed to provide discretionary investment management, tailoring decisions to align with each client’s long-term goals and risk profile.

Michael is also deeply involved in his community, often supporting charitable organizations on behalf of his clients or in recognition of meaningful moments in their lives. He currently serves on the finance committee for the Health Services Foundation of the South Shore and provides financial support to a variety of causes including wildlife protection, education, the environment, hospice care, and community health—reflecting his belief in giving back in meaningful and lasting ways.