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 38 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.

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 Mercer Global Investments Canada Limited.