Overview

Our mission at Pavilion Investment House is to give clients peace of mind by supporting the achievement of their financial goals and objectives, with institutional-quality solutions.

Pavilion Investment House is a wealth management boutique serving the needs of business owners, families and other investors. With the foundation of Pavilion’s institutional offering, our focus is on balancing risk with consistent returns over time, creating opportunities for clients in any market conditions.

An integrated approach to your financial affairs

Our clients have complex and varied financial circumstances. As a result, we integrate wealth planning, investment management and financial advice to provide clients with a holistic approach that is steeped in our institutional research and know-how. This sets us apart from many other service providers who often focus on only one element of a client’s wealth equation. 

Personalized service

It all starts with in-person, attentive service. At the heart of our business is a team of Private Wealth Counsellors who work directly with each client. They develop, refine, innovate – adhering to long-standing investment fundamentals such as asset allocation, while capitalizing on the attributes and emerging trends of today’s global economy.

Depth of experience

Our professionals have the combined 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.   

More than advice

While priding ourselves on delivering premium advice, we also provide “quarterbacking” support to clients. We ensure that appropriate professionals, either existing advisors to our clients or those sourced by Pavilion, effectively deliver the required services. We also monitor the activities of external providers to ensure that projects are completed.

Leveraging Pavilion’s network of resources

To meet the multi-dimensional wealth needs of affluent clients, we leverage the far-ranging investment and research capabilities from across the Pavilion network, which serves a variety of institutional and other sophisticated investors.