Matt Ward, CFP, CAIA, CIM

Leadership Profile

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, Matt 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.

 

Winnipeg Office
1001 Corydon Avenue
Suite 300
Winnipeg, Manitoba R3M 0B6

 

Telephone: +1 204 954 5135
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.