Charting the financial course of high net-worth families
Chad is a family-oriented wealth counsellor. With over 20 years of experience, he’s helped high net-worth families expertly navigate financial planning, tax optimization, risk/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. Chad is a CFA® (Chartered Financial Analyst) charterholder. He also holds a Bachelor of Commerce (Hons) degree from the University of Manitoba and the Personal Financial Planner (PFP) designation.
1001 Corydon Avenue
Winnipeg, Manitoba R3M 0B6
Telephone: +1 204 954 5101
Toll Free: +1 866 954 5101
Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.