Anderson & Morden Private Wealth

Anderson & Morden Private Wealth 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.

A will is an essential piece of your estate plan, but it doesn't always give your family the full picture. At Anderson &...
09/09/2026

A will is an essential piece of your estate plan, but it doesn't always give your family the full picture.

At Anderson & Morden Private Wealth, we've unfortunately seen families face unnecessary stress because important information was scattered, beneficiary designations were outdated or loved ones didn't know which professionals to contact. These aren't necessarily failures of the will; they're gaps in the planning around it.

This is why we like to take things a step further with a family financial roadmap. The roadmap should identify where key documents are stored, how assets are owned, who your advisors are and which accounts, insurance policies, business interests and digital assets require attention. It should also provide direction around complex assets, such as a family cottage or private business.

We help clients organize this information and coordinate it with their legal and tax planning. The goal isn't just to document how wealth should be distributed. It's to give your family clarity about what exists, who to call and what needs to happen next.

With the Labour Day long weekend upon us, we hope you have an opportunity to step away, recharge and enjoy time with the...
09/04/2026

With the Labour Day long weekend upon us, we hope you have an opportunity to step away, recharge and enjoy time with the people who matter most.

Whether your plans include one last summer getaway, time at the cottage or a quiet weekend closer to home before the busy fall season begins, we wish you a safe and happy long weekend.

From everyone at Anderson & Morden Private Wealth, Happy Labour Day.

Comfort is not the same as appropriate risk. It can be tempting to gravitate toward familiar investments or hold more ca...
09/02/2026

Comfort is not the same as appropriate risk.

It can be tempting to gravitate toward familiar investments or hold more cash than your financial plan really needs. It may feel prudent, especially during periods of market volatility, but too much caution can create its own risk: not achieving the growth you need to fund your future.

Russell Investments Canada found that a self-directed portfolio held 20% in cash, compared with 5% cash in an advisor-directed portfolio. Over 20 years, an initial investment of $10,000 grew to $35,211 in the cash-heavy portfolio, versus $38,373 for the 5% cash portfolio.

The point isn't that cash is bad. Cash plays an important role when it is set aside for near-term spending, business needs, or unexpected events. The problem is cash without a purpose.

This is where we can help. We work with you to consider when you'll need money, what you need it to do, and how your investments fit alongside your income, business interests and other assets. We're here to provide the perspective and discipline to look beyond what feels comfortable today and keep your portfolio aligned with what you want your wealth to make possible tomorrow.

Most people expect the first question from a financial advisor to be, "How much do you have invested?" Ours is different...
08/26/2026

Most people expect the first question from a financial advisor to be, "How much do you have invested?"

Ours is different.

We start by asking:

What's important to you?

Because before we can recommend strategies, build an investment portfolio or discuss retirement, we need to understand the life you're planning for.

Your family. Your priorities. Your goals. The people and experiences that matter most.

That's the philosophy behind our Personal Financial Organizer. It's designed to bring every aspect of your financial life together, not just your investments. From your goals and trusted advisors to retirement, estate planning and important documents, it creates a clear picture of where you are today and where you want to go.

After all, a financial plan shouldn't begin with numbers.

It should begin with purpose.

Over the coming months, we'll be sharing practical planning ideas inspired by the conversations and questions we use to help families build stronger financial foundations, one step at a time.

But for now, a question: If someone asked what matters most to you financially, and why, would your current financial plan reflect that?

Team spotlight: Meet Matt Ward! With more than 15 years of experience advising high-net-worth individuals and families, ...
08/19/2026

Team spotlight: Meet Matt Ward!

With more than 15 years of experience advising high-net-worth individuals and families, Matt takes a holistic approach to wealth management, helping clients navigate everything from investments and retirement planning to tax, estate, and charitable giving strategies.

We recently caught up with Matt to learn more about what drives him, what inspires him, and how he spends his time outside the office.

1. What's your go-to coffee or tea order?

Most days, it's a regular drip coffee with a splash of milk. But I enjoy a latte every now and then.

2. What originally drew you to Anderson & Morden Private Wealth, and what's kept you here?

I've known Chad and Jim for more than a decade, both professionally and personally. From the beginning, I could see how deeply they cared about their clients and the people on the team. That really resonated with me, and it's why I'm proud to be part of Anderson & Morden today.

3. Many of our clients are business owners, professionals, and families with complex financial lives. How does your role help make things more manageable for them?

I help clients navigate important decisions with clarity and confidence. By taking the time to understand their goals, values, and priorities, I can simplify complex situations and help them make informed decisions.

4. Is there a book, podcast, movie, or quote that's influenced how you approach your work or life?

Anthony Bourdain's Kitchen Confidential had a surprising impact on me. It reinforced the importance of preparation, attention to detail, teamwork, and making people feel well cared for, which are principles I try to bring to every client relationship.

5. Which part of your work feels the most meaningful to you?

Helping clients make informed decisions using the experience I've gained over the years is incredibly rewarding. I also value learning from my colleagues and sharing knowledge with the team.

6. If you had to describe the Anderson & Morden Private Wealth team or culture in three words, what would you choose?

Caring. Collaborative. Trusted.

7. What’s a small routine, habit, or simple pleasure that helps you reset during busy days?

I like staying active. For me, getting to the gym has always been a great way to reset, unwind and clear my head.

8. How do you like to spend your time outside of work?

You'll usually find me in the garden seeing what's growing, what needs pruning, and what's ready to eat. My motto is that you can never have too many tomato plants. When I'm not at home, I enjoy spending time at the lake with family and friends.

At Anderson & Morden Private Wealth, we believe great advice starts with understanding what matters most to our clients. Matt's experience, thoughtful approach, and commitment to helping others make him an invaluable part of our team, and we're so thankful to have him as part of the Anderson & Morden family.

If something happened tomorrow, would your family know what to do next? For many successful families, the challenge isn'...
08/12/2026

If something happened tomorrow, would your family know what to do next?

For many successful families, the challenge isn't whether a plan exists. It's whether the people who may one day rely on it know how to navigate it.

Important documents are often stored in different places. Professional relationships exist in individual inboxes and phone contacts. Financial information lives across multiple institutions. Even the best estate plan can create unnecessary stress if no one knows where to begin.

Comprehensive planning isn't just about preparing for the transfer of wealth. It's about creating clarity for the people you'll leave behind.

When your affairs are organized, your wishes are documented and your family knows who to call, you replace uncertainty with confidence during one of life's most difficult moments.

At Anderson & Morden, we believe great planning isn't measured only by how well it serves you today. It's also measured by how well it supports the people who matter most tomorrow.

Before an investment becomes part of a portfolio, there are questions that need answers. What does the company actually ...
08/05/2026

Before an investment becomes part of a portfolio, there are questions that need answers.

What does the company actually do?

How does it generate revenue?

Does it have a competitive advantage?

Is its leadership making decisions that create long-term value?

Is the business financially resilient enough to weather changing market conditions?

These are the kinds of questions that matter long before we look at a chart of historical returns.

For us, investment excellence starts with understanding the businesses behind the investments. We believe thoughtful research means looking beyond market performance to evaluate the quality of the companies we own, how they fit within a portfolio, and whether they continue to support our clients' long-term goals.

Because successful investing isn't just about owning investments that have performed well. It's about having confidence in why you own them in the first place.

Retirement shouldn't be taxing. Yet many retirees unknowingly pay more tax than necessary simply because they haven't de...
07/29/2026

Retirement shouldn't be taxing.

Yet many retirees unknowingly pay more tax than necessary simply because they haven't developed a coordinated withdrawal strategy.

The transition from saving for retirement to spending in retirement requires a different kind of planning. Decisions around when to draw from registered accounts, how to incorporate government benefits, and which assets to access first can have a meaningful impact on both your after-tax income and the longevity of your wealth.

The goal is not simply to create retirement income. It's to create income in a way that supports your lifestyle while helping you keep more of what you've worked hard to build.

At Anderson & Morden Private Wealth, we help clients develop retirement income strategies that align with their spending needs, tax situation, and long-term wealth transition goals, so they can move into retirement with greater clarity and confidence.

Team spotlight: Meet Gayle Tooth! With more than 25 years of experience in the financial services industry and over a de...
07/22/2026

Team spotlight: Meet Gayle Tooth!

With more than 25 years of experience in the financial services industry and over a decade as part of the Anderson & Morden team, Gayle is often one of the first people clients connect with. As our Senior Administrative Assistant, she plays an integral role in the day-to-day administrative management of the practice, helping ensure everything runs smoothly.

Here’s more about Gayle, in her own words.

1. What's your go-to coffee or tea order?

A London Fog with sugar-free vanilla syrup.

2. What originally drew you to Anderson & Morden Private Wealth, and what's kept you here?

An old colleague recommended that I meet with Jim and Chad when they were looking for a new assistant. From our first conversation, I could tell it was a team I'd enjoy working with.

More than 10 years later, I still feel the same way. We have wonderful clients, who, along with our team, truly feel like family.

3. Many of our clients are business owners, professionals, and families with complex financial lives. How does your role help make things more manageable for them?

I want clients to know they can count on me to help with their questions and administrative needs. Taking care of those details accurately and efficiently helps save them time and allows them to focus on what matters most.

4. Is there a book, podcast, movie, or quote that's influenced how you approach your work or life?

"It begins with a single step."

I've always believed that trying something new or doing something that feels uncomfortable starts with taking that first step. Sometimes that's all it takes to create a meaningful change in your life.

5. Which part of your work feels the most meaningful to you? Is there a moment when you felt you truly made a difference for a client or colleague?

The most rewarding part of my job is helping people. Whether it's solving a problem or helping a client navigate a challenge, I love knowing I've made their day a little easier.

6. If you had to describe the Anderson & Morden Private Wealth team or culture in three words, what would you choose?

Family. Respect. Trust.

7. How do you like to spend your time outside of work?

I love spending time with family and friends, whether it's a Friday happy hour at my mom's house or a bike ride with a friend. I enjoy being outdoors, either walking, biking, hiking, or paddleboarding.

Golf in the summer and curling in the winter keep me busy, and I love to travel whenever I can. My favourite trips are visiting my sister and her family in New Zealand, but this summer I'm excited to explore Whitehorse, Yukon.

At Anderson & Morden Private Wealth, strong relationships are at the heart of everything we do. Gayle's dedication to our clients, her years of experience, and her genuine desire to help others make her an invaluable part of our team.

Address

201 Portage Avenue, Suite 1010
Winnipeg, MB

Telephone

+12049545101

Website

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