Anderssen Wealth Management

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Anderssen Wealth Management

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A Team of Investment Advisors
TD Wealth Private Investment Advice
Intended for Canadian residents and does not constitute advice. Disclaimers below.

10/09/2026

Markets have held up well in 2026 despite conflict in the Middle East, trade disputes and higher energy prices. The investment environment has also become more complicated. In his latest letter, Mike Anderssen shares how we view interest rates, market valuations and geopolitical risk, and why we continue to focus on diversification, quality and a long-term perspective.

Our latest issue of Wealth Insights covers:

• Inheritance and the family home, and how separate property can become shared
• How the First Home Savings Account can help the next generation buy a first home
• What history shows about markets after major global events
• Six pitfalls of joint ownership in estate planning
One figure from this issue stands out: $1 million held in cash since 1996 now buys about what $528,600 bought in 1996.

To read both, visit each of the following links:

https://advisors.td.com/anderssenwealthmanagement/Quarterly_Thoughts.htm

https://advisors.td.com/anderssenwealthmanagement/wealth-insights.htm

If you have questions about how any of this applies to your situation, please give our team a call.

10/07/2026

We were proud to be among this year's top supporters of the Freeman Farm to Table event, benefiting the Kidney Foundation. The event is held annually at Bull Point Estate in Port Mouton, with funds raised staying in Atlantic Canada for kidney research and support for people living with the disease. This year's 4th annual event raised a record $208,631.50, the largest total in its history. A cause that makes such a real difference close to home.

10/05/2026

Proud to support this year's McAulay Jones Memorial Golf Tournament. The foundation was started by McAulay Jones's parents, with help from friends, in memory of their son, a Saint Mary's University student who passed away suddenly in 2022 at just 21 years old.
It honours his spirit by supporting the sports, music and education programs that brought him joy, and by offering those same opportunities to other young people in the community.
The 2026 tournament is going toward a $25,000 donation for the Park View Panthers Football Team.
Grateful to be part of a community that shows up like this.

06/15/2026

Our commitment is built on consistency and clarity.

It includes planning, investment management, ongoing communication, and regular reviews.

You have direct access to our team and a structure that keeps everything aligned over time.

The goal is a complete and transparent experience.

Learn more: https://advisors.td.com/anderssenwealthmanagement

06/09/2026

A portfolio should reflect your goals, not the latest headlines.

We focus on quality investments, diversification, and discipline.

Portfolios are reviewed and rebalanced regularly, with decisions grounded in process.

This helps manage risk while staying aligned with long term objectives.

Learn more about our approach: https://advisors.td.com/anderssenwealthmanagement/our-approach.htm

06/01/2026

Long term relationships are built on trust, consistency, and being there when it matters.

We are grateful to work with clients over many years and across different stages of life.

Thank you for your continued trust.

Read the full testimonial from Dr. Laurie and Judith McNeil on our website: https://advisors.td.com/anderssenwealthmanagement/testimonials.htm

05/26/2026

Do you know your number?

It is the amount needed to support your lifestyle and goals.

Knowing it shapes decisions, from tax planning to portfolio structure. It also brings clarity when markets shift or life changes.

A clear plan helps keep everything aligned.

Learn more about our approach: https://advisors.td.com/anderssenwealthmanagement/our-approach.htm

05/18/2026

We meet people at different stages of their financial journey.

Some are exploring alternatives to GICs. Others are managing investments on their own and looking for support.

Often, there are multiple moving parts. Bringing them together into one clear strategy becomes the priority.

This is where a structured, ongoing approach to advice can help.

Learn more: https://advisors.td.com/anderssenwealthmanagement

05/15/2026

We were honored to support the Dave Gunning Concert on April 24th in aid of the South Shore Health Foundation.

It was a wonderful evening that brought the community together for a cause that truly matters – the South Shore Bursary Program, which helps fund the next generation of healthcare professionals right here in our region.

It was great to connect with Arleen Stevens, CEO of the South Shore Health Foundation, and Melissa Patterson, Development Officer. Arleen has led the Foundation since 2002 with a deep commitment to healthcare fundraising, and Melissa has dedicated over two decades to the South Shore community – together, they are doing remarkable work for local healthcare.

We're proud to give where we live.

Learn more about the Anderssen Wealth Management Giving Foundation here: https://advisors.td.com/anderssenwealthmanagement/In-The-Community.htm

05/12/2026

We value the relationships we build and the trust that comes with them.

This kind of feedback reflects the consistency and care our team brings to each client relationship.

We are grateful for the trust placed in us over the years.

Read the full testimonial from Patricia McGowan on our website: https://advisors.td.com/anderssenwealthmanagement/testimonials.htm

Address

135 North Street
Bridgewater, NS
B4V2V7

Telephone

+19025413104

Website

http://www.anderssenwealthmanagement.com/, http://www.go.td.com/SocialDisclaimer, http://www.anderssenwealthmanagement.c

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