Display navigation

Dave Holt, CFA

Dave Holt works with a diverse group of clients supporting their financial, investment and lifestyle needs. He has over 25 years of experience working in financial services. Dave is a CFA (Chartered Financial Analyst) charterholder, a Certified General Accountant, a Certified Financial Planner and holds the Canadian Investment Manager designation. Dave also participates on the Health Science Centre Foundation board of directors and finance committee.

Contact Info

Dave Holt, CFA
Private Wealth Counsellor

Pavilion Investment House
1001 Corydon Avenue
Suite 300
Winnipeg, Manitoba R3M 0B6

Telephone: 204.954.5101 Toll Free: 866.954.5101

Publications

Introducing Pavilion Investment House
Pavilion combines the personalized approach of a boutique with the global reach of a full-service institution
PDF 1.0 MB

An integrated approach to financial management
Portfolio design that is state of the art
PDF 2.2 MB

Comprehensive solutions for the future
Comprehensive and customized for you
PDF 2.3 MB

Alliance program
Exceptional tools, ideas and techniques
PDF 5.2 MB

Specialties

Investment policy development
Pavilion will help develop an investing plan that supports and documents the investment management process. The investment policy statement lays out, in a formalized manner, your personal criteria such as objectives, return goals and risk tolerances.
Investment strategy
Pavilion will work with you to develop a set of rules and rationale designed to guide the selection of securities and the maintenance of investment portfolios based on your risk-return objectives.
Charitable giving
Pavilion will counsel you on the impact of philanthropic efforts, particularly with regard to taxation and financial ability to give.
Tax planning
This involves the use of tax-advantaged accounts and strategies aimed at reducing the amount of tax payable. We coordinate with your tax professionals to ensure that the portfolio structure is delivered in a tax-efficient manner.
Financial planning
Together, we will work through a process that determines how you may best meet your financial goals through proper planning.
Insurance
Insurance is a form of risk management primarily used to hedge against the risk of a contingent loss. A holistic financial planning process considers this in conjunction with your overall goals and objectives.
Estate planning
Estate planning is the process of anticipating and arranging for the distribution of an estate. Proper planning helps to eliminate uncertainties over the administration of probate and maximize the value of the estate by reducing taxes and other expenses. Areas include wills, trusts, beneficiary designation, powers of appointment, property ownership, gifts and powers of attorney.
Tax Preparation
Tax preparation involves the compilation and filing of income tax returns. Working through existing relationships with your accounting professionals, we will coordinate the completion of income tax filings.