Marshall's practice within Pavilion Investment House unites financial science with the practical experience of seasoned investment management.
Marshall is a CFA Charterholder with over 15 years of experience providing advice and wealth management services to affluent and high-net-worth clients. He received his Bachelor of Commerce (major Finance) from the University of Alberta and has completed several related educational designations including a Professional Financial Planning designation.
Marshall is also the author of The Brilliance of Boring Investing - An Academic Approach to Portfolio Design (2nd edition 2011).
Marshall McAlister, CFA
Private Wealth Counsellor, Principal
Pavilion Investment House
11523 - 100 Avenue NW
T5K 0J8, Canada
Toll Free: 888.638.2490
Introducing Pavilion Investment
Pavilion combines the personalized approach of a boutique with the global reach of a full-service institution
An integrated approach to financial
Portfolio design that is state of the art
Comprehensive solutions for the
Comprehensive and customized for you
Exceptional tools, ideas and techniques
The case for keeping the faith in Value
Ask a Canadian to name our country’s greatest conflicts and the list will likely include some of our most famous events: The War of 1812, the NAFTA fight between Brian Mulroney and John Turner, or Tim Horton’s versus every other coffee company. “Value versus Growth” would probably not make the list, even though, for investors, that debate is like two heavyweights going toe-to-toe with gloves off.
On Family, Finances, and Aging
Getting old is what we do. Talking about getting old, unfortunately, is something we do not do. Demographic data tells us that being open and honest about what happens as we age are more imperative than ever. This article outlines the need to discuss the process of aging and its impacts on us, our families and our finances.
The Literate Investor—She's Right Beside You
For generations, men have been the primary breadwinners in families and, often, have taken responsibility for managing the household finances. However, the domain of investing, once dominated by men, is in flux. This article discusses the increasing presence of women in investment decision-making.
Intergenerational Wealth Transfer
If excellent communication is the foundation for ensuring the health of a family’s wealth and relationships, what can we do to plant the seeds of success? Here are four ideas that families can implement for an effective wealth transition.
The Benefits of Intelligent Giving
Charitable gifts have monetary value, but not all gifts qualify for charitable tax receipts.
Turning Investments into Paycheque
A balanced approach to drawing down a portfolio in retirement
The Brilliance of Boring Investing — An Academic Approach to Portfolio Design
This book highlights principles used by others whose stakes are high, such as pension plans, large endowment funds and community foundations. The good news is that, with the proper discipline, these same principles can be applied to any investment portfolio. by Marshall McAlister, 2nd edition
Passive Aggressive Behavior
An article by Alberta Venture
Investing is boring
An article from the Financial Post