Sophisticated wealth planning and investment advice with insight into tax-efficient strategies.
A team-based approach that puts you and your evolving priorities first.
And feeling like you’re being guided by a good friend.
These are the benefits that high net worth professionals, business owners, retirees, widows and widowers receive when they invest with Anderssen Wealth Management. Discover how we can help you make better decisions about your investments and other financial matters.
Province Licensed In: Newfoundland and Labrador
Richard Nickerson
Jeff Harris
David Chaim
A Certified Financial Planner, CFA level 3 2019 Candidate, and graduate of McGill University with a major in Physiology (Biotechnology Minor) and the Scotia Wealth Management Associate Program, David leads the business development and wealth planning initiatives of our practice.
Formerly a research associate at St Michael’s Hospital, a prolific event planner at McGill and – more recently – the manager of a prominent Toronto restaurant, David has also acted as a First Response Medic in Israel.
A dedicated world traveller, music lover, connoisseur of mixology and cuisine – David is a consummate host – he is also a dedicated philanthropist who has taken a leadership role in orchestrating events in support of the Canadian Cancer Society, Movember, Breast Cancer Society, United Way, and the Old Mission Brewery.
His extra curricular activities include taking courses in computer programming and graphic design.
When not working or studying, David is a tenacious basketball, baseball and rugby player and a huge supporter of Toronto-based sporting teams, including the Raptors, Blue Jays, Leafs, and Argos.
Hannah Reid
Hannah has been serving clients with her insightful approach to wealth management at National Bank Financial since 1998. She is a Qualified Associate Financial Planner (QAFP), Investment Advisor and a member of the Webster Reid Advisory Team.
Through years of experience, the Webster Reid Advisory Team as the necessary insight to create proactive wealth management strategies. Our clients trust our ability to build strong investment portfolios that secure their financial goals and objectives. We take great care to create a personalized plan to manage your wealth through each stage of your life so you can be confident about your financial future.
Matteo Tino
As an Investment Counsellor with RBC Phillips, Hager & North Investment Counsel, Matteo applies his diverse set of experiences in Portfolio Management, Investment Counseling and Financial Planning to assist each client relationship with their unique needs.
Matteo enjoys working with a select group of clients who value his personalized service and customized investment solutions. He employs an in-depth discovery process to elicit a comprehensive understanding of each individual’s financial circumstances and works in collaboration with in-house Financial Planning, Tax and Estate Planning specialists, along with clients’ existing Advisors, to develop sophisticated and creative solutions. Matteo is also supported by a team of key investment managers in strategic markets around the world.
Prior to this, Matteo held a Portfolio Manager role with a boutique Investment Management firm, where he managed over $300 million in discretionary client assets through an advisor referral platform. In addition, he co-managed the firm’s Canadian Equity and Enhanced Income funds while he acted as Chair for the Asset Allocation and Investment Review Committees.
Tim Nash
Tim is a fee-for-service CFP® that specializes in sustainable investments.
He’s not an adviser or money manager, instead he’s an investment coach that teaches clients how to invest their own money using an online broker.
Tim is the recipient of 2020’s RIA Award for Individual Leadership.
Stephen Whipp
Feeling shut down when you ask your advisor about the environmental record of companies you invest in? Been told you can’t make money investing responsibly? Uncomfortable about your hard-earned money being used to undermine the things you hold most dear?
We can help.
Responsible investing is not a sideline for Stephen Whipp Financial – it’s the only way we do business. We were early adopters and remain one of the few retail advisor teams in Canada to offer this level of dedicated knowledge and expertise.
We weigh more than short-term financial performance when assessing potential investments. We look for liabilities such as human rights violations, unethical governance or unsustainable environmental practices. These are risks to be factored into investment choices, along with the financials of a company. We look for strengths in the same areas, as we see them as indicators of a company’s long-term viability and sustainability. It’s a disciplined strategy that’s about managing your money without compromising your values.
This is activist investing with a long view. To preserve and protect the things most important to you. Not undermine them. Connecting the dots between what your money is doing and what you value for yourself, your family, the broader community and the planet.
Fancy Ching
Josh Quinton
Josh joined CIBC Wood Gundy in 2017 after 10 years of institutional investment management experience with Bloomberg in New York City. Josh is an award-winning global business manager, building analytics to bring transparency to the financial markets and advising some of the largest money managers in the world, including corporations, pension funds, hedge funds, central banks, and heads of government.
Our team invests globally, helping professionals, families, entrepreneurs, non-profits, foundations & institutional groups protect and grow wealth by investing across the capital structure. Josh has worked to help his clients implement ESG (environmental, social and governance) investments for the United Nations Environment Finance Initiative (UNEP FI)
Josh is equally passionate about the causes he helps support. Mr. Quinton strives to serve our community financially and by volunteering his time to serve as a Director on the boards of Shorefast, Innovate NL and Grenfell Association of America.
Josh grew up in a small family business in Newfoundland and is ardent in supporting local entrepreneurship as well as promoting self-sustainability and innovation in the province. He holds a Master’s degree in International Economics from Columbia University and a Bachelor of Commerce from Memorial University of Newfoundland.
Contact Josh at 800-563-0800 or josh.quinton@cibc.com