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Pavilion combines the personalized approach of a boutique with the global reach of a full-service institution
An integrated approach to financial management
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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.
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.
In her role as Private Wealth Associate, Ms. Fang is involved in the management of client portfolios and financial planning for clients. She is also responsible for client services and marketing. Ms. Fang is originally from China. She immigrated to Canada in 2005 and continued her career in the IT industry as project manager. Due to her passion for investment, Ms. Fang moved to the financial industry and joined Freedom 55 Financial in 2013 where she was a financial security advisor.
Ms. Fang a CFA® charterholder and holds a Financial Planner diploma from l’Institut Québécois de Planification Financière. She also holds a Bachelor’s degree in computer science from the University of Electronic Science and Technology of China and a Master’s Degree in Marketing from the University of Ulster in Northern Ireland.