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. 

 

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 for Affluent Families

Chad is a family-oriented wealth advisor. With over 20 years experience, he’s helped affluent 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

MATT WARD, CFP, CAIA, CIM

Private Wealth Counsellor, Associate

 

Holistic Wealth Management

Matt brings over 12 years of professional experience advising high-net-worth investors and helping them to achieve their financial goals. Through a holistic approach, Matthew focuses on ensuring clients have a comprehensive wealth plan encompassing everything from investments, retirement planning, risk management, tax and estate planning and charitable giving. Matt has a Bachelor of Commerce degree from the University of Manitoba, is a Certified Financial Planner® professional, a CAIA charterholder and also holds the Chartered Investment Manager (CIM®) designation.

 

Contact info

Winnipeg office

1001 Corydon Avenue
Suite 300
Winnipeg, Manitoba R3M 0B6

 

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

Contact a Mercer Private Wealth Counsellor.

 

Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.