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 earned over the years allow him get a 360 view on the financial situation of wealthy individuals and families. Dave is a CFA (Chartered Financial Analyst) charterholder, a Certified General Accountant, a Certified Financial Planner and holds the Canadian Investment Manager designation. Dave also participates on the Health Science Centre Foundation board of directors and finance committee.

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, CM

Private Wealth Counsellor

Holistic Wealth Management

With over 27 years in the financial industry, James has made a lifetime commitment of helping generations of investors grow their wealth. He holds a Bachelor of Commerce (Hons) degree from the University of Manitoba as well as the Canadian Investment Manager designation. Mr. Morden is dedicated to a number of philanthropic initiatives and charitable commitments. He currently serves as an executive board member of the Health Science Center Foundation. He is a past patron of the United Way Major Gifts committee, the Canadian Cancer Society and was Chairperson of the Board of Governors for Balmoral Hall School

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

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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 >