Anderson & Morden Private Wealth

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Anderson & Morden Private Wealth

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We simplify, organize, and coordinate all aspects of your wealth management Meet our Advisors

James R.

Morden, CIM®
Senior Wealth Advisor & Senior Portfolio Manager

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. 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. Chad Anderson, CFA®
Senior Wealth Advisor & Senior Portfolio Manager

Chad is a family-oriented Wealth Advisor. With over 20 years of experience, he’s helped high net-worth families navigate financial planning, tax optimization, risk/return balance, and estate management. Prior to becoming an advisor, 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 the Personal Financial Planner (PFP) designation. Evan Davies, CIM®, FEA
Senior Wealth Advisor & Associate Portfolio Manager

Evan has worked as an Investment Advisor since 2010, he began his career in accounting before moving over to CGWM. Evan’s approach to wealth management focuses on an in-depth and ongoing discovery process. He develops plans for his clients that are adaptable to meet their changing needs over time. He prides himself on a straightforward, honest, and responsive approach to client service. Evan is supported by a team of administrative and investment products specialists whose dedication to service, teamwork and professionalism have fostered long-term relationships with his clientele.

10/30/2026

The Bank of Canada has raised interest rates for the first time in more than three years, lifting its benchmark rate to 2.50% amid rising energy costs and renewed inflation concerns. Bond yields climbed and the Canadian dollar strengthened following the decision, while the US Federal Reserve held rates steady.

Read more below.

Source: https://www.reuters.com/business/canadian-2-year-yield-hits-two-year-high-boc-hikes-interest-rates-2026-10-28/

10/28/2026

The difference between DIY investing and professional portfolio construction?

It starts before a single investment is selected.

DIY investing often begins with: "What should I buy?"

Professional portfolio construction begins with: "What does this money need to accomplish, when will it be needed, and how much risk is appropriate?"

From there, the full strategy takes shape:

- Asset allocation is established before investments are selected.

- Risk is evaluated across the entire portfolio.

- Pensions, business interests, real estate and future cash-flow needs are considered.

- Investments are coordinated across registered, corporate and non-registered accounts.

- Institutional investment opportunities, research and due diligence may broaden the options available.

- Rebalancing follows a disciplined process rather than market headlines.

Consistently identifying future outperformers is difficult. That's why professionally-constructed portfolios bring together carefully selected investments, diversification, appropriate risk, and ongoing oversight.

At Anderson & Morden Private Wealth, we build portfolios around each client’s broader financial life. If your investments have accumulated over time without a coordinated strategy, let’s take a closer look.

10/23/2026

US equity markets faced renewed pressure this week as AI spending concerns weighed on technology stocks, particularly semiconductor shares. The pullback highlights growing scrutiny of AI investment, even as many S&P 500 companies continue to report stronger-than-expected earnings. Rising oil prices and resilient employment data have also put interest rate expectations in focus. Read more below.

Source: https://www.reuters.com/business/nasdaq-futures-drop-over-1-ai-worries-resurface-oil-climbs-2026-10-22/

10/21/2026

The more wealth you build, the easier it can be to assume cash flow matters less.

Our take? Cash flow matters in a different ways.

For successful families, cash flow planning isn't necessarily about tracking every dollar spent. It's about understanding where your money needs to be, when you need it and what other financial decisions it may affect.

Think about a large tax bill. Helping a child buy a home. Renovating the cottage. Funding retirement. Paying down debt. Making a significant investment or charitable gift.

Each may be completely affordable. But how you fund it matters.

That's why cash flow is one of the first areas we address in our Personal Financial Organizer. We look at your broader financial picture, including your net worth, available cash, debt and upcoming needs, and consider how those pieces fit with your longer-term plan.

Because having enough wealth and having the right money available at the right time aren't always the same thing.

Good cash flow planning helps make sure your wealth is ready when your life calls for it.

10/16/2026

European stocks reached a two-week high as strong corporate earnings and gains in healthcare lifted markets, despite ongoing weakness in technology. With inflation remaining a concern and interest rates still in focus on both sides of the Atlantic, investors are watching closely for signs of what comes next for markets. Read more below.

Source: https://www.reuters.com/markets/europe/european-shares-fall-global-tech-rout-hits-risk-appetite-2026-10-15/

10/14/2026

Your business is likely your largest asset. But its legacy depends on whether it can thrive without you.

According to the Canadian Federation of Independent Business, more than three-quarters of Canadian business owners expect to exit within the next decade. But only 9% have a formal succession plan.

A meaningful business legacy is not created at the time of transition. It's built over time by developing capable leaders, documenting key processes and ensuring important relationships do not depend on the founder alone.

For families, the conversation goes even further. Who is willing and prepared to lead? How will ownership be transferred? How can family members be treated fairly, whether they work in the business or not? And how will the transition affect the wealth passed to future generations?

We help business-owning families connect succession decisions with their broader retirement, estate and multi-generational wealth plans.

Because, for many business owners, the goal is to build something strong enough to carry your values, vision and family wealth forward.

10/09/2026

This Thanksgiving, we are especially grateful for the people who make our work so meaningful.

To our clients, thank you for the trust you place in our team and for allowing us to be part of your lives, goals and important decisions.

To our professional partners, thank you for your collaboration and for the care you bring to the families we serve together.

From all of us at Anderson & Morden Private Wealth, we wish you and your loved ones a warm and happy Thanksgiving.

10/07/2026

If your investment strategy regularly feels exciting, that may be a reason to pause.

Excitement in investing often comes from trying to anticipate the next market move, chasing recent winners, or making decisions based on headlines. None of these is a reliable foundation for building long-term wealth.

Successful investing often feels far less eventful.

We believe strong investment management should be purposeful, not reactive. That means:

Diversifying across asset classes, sectors and regions.

Taking an appropriate level of risk for your goals.

Rebalancing with intention.

Keeping costs, taxes and time horizon in view.

Making changes when your circumstances or long-term plan call for them, not simply because markets are unsettled

This approach may not generate much excitement from one week to the next. But to us, that's the point.

A well-designed investment strategy should allow you to spend less time reacting to your portfolio and more time focusing on what it's intended to support. If you're not sure whether your current investments are working together toward that purpose, reach out to our team and let's have a conversation. Message us or get in touch on our website: https://bit.ly/3W4vFpB

Successful investing is rarely about making one brilliant move. More often, it is the result of consistently making sound decisions and giving them time to work.

10/02/2026

Government bond yields climbed to multi-decade highs this week across the US, UK and France, as resilient economic growth and persistent inflation pushed back expectations for rate cuts. With markets now pricing in further rate hikes, interest rates remain a key theme for investors heading into year-end. Read more below.

Source: https://www.reuters.com/business/bonds-teeter-after-us-treasuries-worst-quarter-since-1994-2026-10-01/

09/30/2026

September 30 marks the National Day for Truth and Reconciliation.

Today, we honour the children who never returned home, Survivors of residential schools, and their families and communities. We also recognize the lasting impact of the residential school system and the importance of continuing to listen and learn.

The team at Anderson & Morden Private Wealth joins Canadians across the country in a day of reflection and remembrance.

Address

201 Portage Avenue, Suite 1010
Winnipeg, MB

Telephone

+12049545101

Website

https://amprivatewealth.com/

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