Winnipeg Private Wealth Management Team | Mercer Canada

Winnipeg Private Wealth Management Services

DAVE HOLT, CFA

Private Wealth Counsellor

Holistic Wealth Management

Dave supports a diverse group of high-net-worth investors, guiding their financial decisions relating to investment, lifestyle and philanthropic needs. He has over 25 years of experience working in financial services. The experience, training and numerous designations Dave has earned over the years allow him to get a 360° view on the financial situation of wealthy individuals and families. Dave is a CFA (Chartered Financial Analyst) charterholder, a CPA, CGA, a Certified Financial Planner and holds the Chartered Investment Manager designation. Dave also participates on the Health Sciences Centre Foundation finance and investment committees.

CONTACT INFO

Winnipeg Office
1001 Corydon Avenue
Suite 300
Winnipeg, Manitoba R3M 0B6

Telephone: +1 204 954 5101
Toll Free: +1 866 954 5101

JAMES R. MORDEN, CIM

Private Wealth Counsellor

Holistic Wealth Management

James R. Morden has been involved as an entrepreneur in the financial services industry for over 35 years. He was a founding partner in the creation of Assante Corporation and served in a senior executive role until its sale in 2003. Post‑sale, James was a co-founder of Pavilion Financial Corporation until its sale in December 2018. Currently, James is a partner at Mercer Canada, an international financial advisory company. He has been involved in a number of non-profit organizations either as board member or major donor. These include the Health Sciences Centre Foundation, Balmoral Hall School, Winnipeg Humane Society, Royal Winnipeg Ballet, and the Assiniboine Park & Canada's Diversity Gardens to name a few. James holds a Bachelor of Commerce Honours Degree (Finance) from the Asper School of Business and holds the Chartered Investment Manager (CIM) designation. He enjoys spending time at his cottage at Lake of the Woods with his wife Krista, 3 daughters, and his mini golden doodle Odin.

CONTACT INFO

Winnipeg Office
1001 Corydon Avenue
Suite 300
Winnipeg, Manitoba R3M 0B6

Telephone: +1 204 954 5101
Toll Free: +1 866 954 5101

CHAD ANDERSON, CFA

Private Wealth Counsellor

Charting the Financial Course of High Net-Worth Families

Chad is a family-oriented wealth advisor. For over a decade, he’s helped high net-worth families navigate the important issues of tax optimization, risk and return balance, and estate management. Prior to joining Mercer as a Private Wealth Counsellor, Chad honed his skills in various financial planning and advisory positions at large financial institutions. He holds a Bachelor of Commerce (Hons) degree from the University of Manitoba. He also holds a Personal Financial Planner (PFP) designation and is a CFA (Chartered Financial Analyst) charterholder.

CONTACT INFO

Winnipeg Office
1001 Corydon Avenue
Suite 300
Winnipeg, Manitoba R3M 0B6

Telephone: +1 204 954 5101
Toll Free: +1 866 954 5101

Ready for end-to-end wealth management support?

Learn more on Mercer’s unique approach, see how it can simplify and improve your level of comfort and quality of experience in managing your wealth. Chat with us today.

By clicking Submit, I agree to the use of my personal information according to the Mercer Privacy Statement. I understand that my personal information may be transferred for processing outside my country of residence, where standards of data protection may be different.

Mercer’s private wealth services in Canada are delivered by Pavilion Advisory Group Limited, an indirectly, wholly owned subsidiary of Marsh & McLennan companies and an affiliate of Mercer (Canada) Limited and Mercer Global Investments Canada Limited.
Dave Holt > James R. Morden > Chad Anderson >