- Accueil
- Conseillers en placement
- Winnipeg
- Dave Holt
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 :
dholt@cgf.com
204.954.5115
877.259.2888 (Numéro sans frais Canada)
- Winnipeg
