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Steve was interviewed by the Canadian Jewish News. In this article, he talks about using innovative ways to mobilize young adults in getting involved in their community.
The Montreal edition of the Canadian Jewish News profiled Armand Kessous and Steve Sebag in its April 24, 2014 issue.
Steve was featured on notable.ca, a local website profiling young professionals.
Armand was recognized by Weizmann Canada as one of 10 “Leading Men” for his passionate advocacy of social justice and giving back to the community.
Mr. Kessous is part of the Estate Practitioners (STEP), the pinnacle in the field of trust and estate planning. Its rigorous requirements for experience, education and ethics make STEP one of the world's most renowned designations. Mr. Kessous is also an executive and board member of several national and local charities.
As Principal of Pavilion Investment House, Montreal, Mr. Kessous delivers tailored wealth management solutions and acts as strategic advisor for tax, philanthropic and estate planning needs. Serving a select number of clients who expect, and deserve, an extremely high level of sophistication and dedication, he combines innovative strategies and judicious stewardship to meet their needs and exceed their expectations.
Steve Sebag brings over 15 years of wealth management expertise. He holds a Finance degree from the John Molson School of Business and is a Chartered Investment Manager (CIM)—the gold standard in advanced money management strategies that best serve affluent and institutional clients.
His charitable commitments encompass various projects within Federation Combined Jewish Appeal in Montreal, including being the current President of the Young Adult Division (under 41). He is Founding Chair of “FIX”—a community endeavor assisting individuals struggling with addiction.
Mr. Shrier has over 30 years of tax experience; almost 20 of those years were spent as a tax partner with BDO Canada LLP practicing in its Montreal office. Mr. Shrier is a C.A., C.P.A. and M.B.A graduate. His principle areas of practice included providing Canadian, U.S. and cross-border Canada-U.S. tax advice to high net worth taxpayers and entrepreneurs. The tax advice included optimizing clients’ after-tax returns when doing business domestically and internationally, minimizing the tax bite related to earning investment income during one’s lifetime and structuring a client’s affairs to minimize tax at death, again both from a Canadian and cross-border tax perspective.
Although Mr. Shrier has recently retired as a partner with BDO, he still maintains his professional memberships with the Ordre des Comptables Professionnels Agrées du Quebec and the Canadian Tax Foundation. Mr. Shrier acts a tax consultant through an accounting firm independent from Pavilion Investment House.
In her role as Private Wealth Assistant, Jessica Loh is responsible for assisting financial advisors in the management of client portfolios and the completion of tax-related reports. She also is responsible for managing the office and responding to client requests. Prior to joining the team in 2006, Ms. Loh worked closely with PCMs and advisors as Client Service Associate in the private wealth division for Assante Wealth Management. She also worked at BMO as a Customer Service Representative and at Tokyo Mitsubishi International as Custody & Settlement Officer.
Ms. Loh holds a Bachelor of Arts and Social Sciences in Japanese Studies and Geography from the National University of Singapore and has completed the Canadian Securities Course (CSC®). Ms. Loh speaks French, English and Mandarin and possesses basic knowledge of Japanese.