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.
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.
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.