A holistic wealth management solution that simplifies your life

A simplified life is an enticing concept. If your wealth management partner can deliver it, then the expression “value-added” starts to make a whole lot of sense.

Many wealth management providers offer core services such as financial needs analysis and planning, asset allocation and investment strategy implementation, comprehensive reporting and monitoring. But where Pavilion Investment House differentiates itself is with the integration of those services with life needs such as estate planning, taxes and insurance.

Where we think the true value of Pavilion can come in is when we can deliver an end-to-end solution which integrates advice, implementation and oversight and provides the client with a full investment solution, says Dave Holt, Managing Director.

Holt explains that many families, business owners, executives and other professionals delegate various aspects of their financial affairs to several unrelated advisors. Even though there is a great amount of overlap, there is often little or no coordination between the various disciplines represented by the advisors. Furthermore, strategies are developed and implemented in isolation of an overall plan.

Pavilion will incorporate all aspects of your profile into a cohesive strategy for your financial affairs, says Holt. This sets us apart from many other service providers, who often focus on only one element of a client’s wealth equation.

Another differentiation is the depth of experience of the Pavilion Investment House team. At the heart of Pavilion’s business is a team of Private Wealth Counsellors who work directly with each client. The professionals have the education and experience to deliver specialized wealth management strategies specific to each client’s needs, circumstance and objectives. Each Private Wealth Counsellor is committed to continually building their client relationships by providing insightful thinking, helpful guidance and proven execution.

We have intelligent investment people that will combine value-add investment strategies with tax management and risk management to try to ensure that your investments deliver above market returns in the long run while managing risk in the short run. Ultimately our goal is to simplify your life.

 

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