Chad Anderson, CFA

Leadership Profile

James R. Morden, CIM

Private Wealth Counsellor

Long-term wealth vision

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.

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.