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Dave Holt

Dave supports a diverse group of high-net-worth investors, guiding their financial decisions relating to investment, lifestyle and philanthropic needs. He has over 25 years of experience working in financial services. The experience, training and numerous designations Dave has earned over the years allow him to get a 360° view on the financial situation of wealthy individuals and families. Dave is a CFA® (Chartered Financial Analyst) charterholder, a CPA, a Certified Financial Planner® and holds the Chartered Investment Manager® designation. Dave also participates on the Health Sciences Centre Foundation finance and investment committees.

Contact:


204.954.5115
877.259.2888 (Toll Free Canada)

  • Winnipeg
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The information in this portion of the web site is intended for use by persons resident in Canada only. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Independent Wealth Management advisors are registered with CIRO through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.