Diversified Global Investment Services Firm to Provide Leading
Investment Expertise and Implementation Support to Institutional
WINNIPEG, CHICAGO and MONTREAL, Sept. 19, 2012 /CNW Telbec/ - Pavilion
Financial Corporation announced today that it is uniting its legacy
Brockhouse & Cooper Inc. and Stratford Advisory Group, Inc.
subsidiaries under the umbrella "Pavilion" brand.
In doing so, Pavilion Financial Corporation underscored it is a
diversified, global investment services firm providing leading
investment expertise and implementation support to institutional
clients and other investors.
"By integrating our businesses, some of which date as far back as 1968,
melding best practices, and offering integrated services across the
border, we are on track to make Pavilion one of North America's
leading, employee-owned institutional investment advisory services
firms," said Martin Weinberg, Pavilion founder and CEO. "We believe
this approach, our enriched research offerings and expanded services
will strongly differentiate Pavilion and provide a competitive
advantage in an industry that is poised for substantial change,"
Under the new brand umbrella:
Montreal-based Brockhouse Cooper's consulting and advisory services
division, which provides investment consulting, implemented solutions
and oversight services to institutional clients, will be known as
Pavilion Advisory Group. It shares its name with Chicago-based
Stratford Advisory Group - an established, full-service institutional
advisory business in the U.S. acquired by Pavilion in late 2011.
Together, the firms have already established Pavilion Advisory Group as
a significant player in the North American institutional advisory
industry, with well over $30 billion of assets under advisement, and
providing a myriad of advisory and other services to clients with over
$400 billion of assets.
Montreal-based Brockhouse Cooper's capital markets division is now
Pavilion Global Markets Ltd. and houses securities trading, transition
management and global macro research.
Weinberg and his management team - several of whom previously helped him
grow Assante Corporation into one of Canada's largest non-bank owned
financial advisory firms - have set an ambitious course to become one
of the leading institutional investment advisory firms over the next
Daniel Friedman, president and chief operating officer of Pavilion
Financial Corporation, who has worked with Weinberg for many years
including at Assante, said, "We bring clients the best of both worlds
-- the capabilities of the large firms with the client service focus of
the small boutiques."
To this end, Pavilion is building upon its already established dedicated
research team to offer enhanced and specialized research both north and
south of the border. At the same time, Pavilion is expanding its team
in order to provide clients a growing range of specialized consulting,
research, risk management and other discretionary or non-discretionary
In this regard, earlier this year, J. Keith Mote, Jr. was hired to lead
Pavilion Advisory Group. Keith comes to Pavilion with 15 years'
experience, which includes being a partner with Mercer Investment
Consulting. At Mercer, he served as business leader for the firm's
endowment, foundation and healthcare practices. Before Mercer, Keith
spent over 10 years with Hammond Associates, where he was Director of
Consulting, responsible for overseeing the consulting staff and leading
business development and client acquisition activities.
In addition, Pavilion is expanding its offering in both the U.S. and
Canadian markets to include a full range of implemented solutions.
These services include customized discretionary consulting, transition
solutions, risk management strategies and other tailored investment
"Our growth model envisages introducing distinctive services and
solutions, recruiting best-in-class talent, building state-of-the-art
platforms and delivering nimble, differentiated and responsive service
to our clients," Weinberg said.
About Pavilion Financial Corporation
Pavilion Financial Corporation is a market-leading, global financial
services firm offering innovative services and solutions to
institutional and other investors in select geographical markets.
Pavilion offers a comprehensive suite of integrated services such as
investment consulting, implemented consulting, transition management,
securities trading, research and wealth management. For further
information, visit our website at www.pavilioncorp.com.
Image with caption: "Martin Weinberg, Chairman & CEO, Pavilion Financial Corporation (CNW Group/Pavilion Financial Corporation)". Image available at: http://photos.newswire.ca/images/download/20120919_C7457_PHOTO_EN_18011.jpg
Image with caption: "New logo for Pavilion Financial Corporation and its subsidiaries (CNW Group/Pavilion Financial Corporation)". Image available at: http://photos.newswire.ca/images/download/20120919_C7457_PHOTO_EN_18013.jpg
SOURCE: Pavilion Financial Corporation
For further information:
Pavilion Financial Corporation