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 You’re going to love this video.  Since its inception in 2008, the average rate of return for Pavilion funds is 161% after tax.* That is not a typo. I believe that for high income earners – anyone paying north of 40% income tax – a Pavilion fund is something that has to be looked […]

 You’re going to love this video too! I love Invico and their Diversified Income Fund.   There’s the D-word again. But fear not: this is a fund that offers diversification, and, to boot, is offered by a company with a diverse team – led by Co-Founders Alison Taylor and Jason Brooks. While Alison was unable to join the call, […]

By Darlene Abballe Quality Risk Manager In almost 15 years at this company, given the very personal nature of the work we do for our clients, I have been brought to tears more than once.  Mostly they have been tears of joy. One of those occasions was earlier this month, when I read this email.  […]

By John Ardill You don’t need me to tell you that we’re in unsettling times. Let me share my strategy that seems to work in most economic conditions. In a broad way, Ian explains to his clients that financial plans are like a three-legged stool: •  Publicly traded Securities •  Private capital investments  •  Whole […]

By Ian Ardill  Happy New Year!  In 2021, we had the privilege of serving you through a great year for our portfolios, and we look forward to 2022 with great enthusiasm. Just over one month in, it has been an interesting year already, as the public markets are down significantly. The S&P 500 is down approximately […]

A very special edition of our show, Money Match. You can change a lot in 30 years—and so can your money.  That’s why it’s so important to partner with someone you know has your best interests at heart. We have had the privilege of having Dr. Scott Windsor as our client for that very period […]