Mark Anderson

Portfolio Manager, Senior Wealth Advisor

Mark would be the key point of contact for the accounts and is based locally in Saint John. The Anderson name is well-known in the financial community as Mark’s father, Doug Anderson, worked at BMO Nesbitt Burns Investment Advisor for over 50 years. Together they formed Anderson Wealth Advisory Group and worked together for over a decade until Doug’s retirement in 2019.

 

Mark’s interest in all things financial began at a very young age and he received a Bachelor of Business Administration from Saint Francis Xavier in 1998. His career began at BMO Nesbitt Burns one month after graduating. In 2020, Mark Earned his Certified Investment Manager and Portfolio Manager designation. Prior to joining BMO Nesbitt Burns, Mark owned and operated a full-service lawn care and landscaping company which employed over 4 people and served over 150 households. 

 

His wife, Lauren, is Family CEO of the Anderson Household and they have two children, Reese and Hunter.

Melissa Albert

Melissa Albert

Administration Associate

Originally from Saint John, Melissa graduated from the New Brunswick Community College Investment Management program as an Honor Student and has garnered over 6 years of experience in client services. Melissa entered the financial service industry in 2018, joining the Anderson Wealth Advisory Group in 2020, where she obtained her IIROC Investment Representative license. As the first point of contact, today, she leads our administrative support team and is responsible for all aspects of delivery and client services.

 

Committed to providing excellence in service to members of her team and clients alike, Melissa is passionate about delivering a personalized and valuable experience to all. This mentality expands past just her team and clients, as Melissa focuses on building relationships and making connections with everyone she interacts with, including members of BMO’s extended network, who she works closely with. Thanks to her passion and drive, Melissa has been a recipient of multiple awards, including BMO Private Wealth Regional Achievement Award for 2023.

Melissa lives in Hampton with her husband Nick and their two children, Nicholas and Autumn.