David Holt, CFA

Leadership Profile

David Holt, CFA

Private Wealth Counsellor - Winnipeg

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.

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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