Pavilion Referral Program

Referral Program

Investing in Flow-Through Limited Partnerships can be an important aspect of your client’s tax planning that can help increase retirement savings, prevent clawbacks, and reduce taxable income.

As a Pavilion Referral Agent, you and your clients gain access to our flagship Flow-Through Fund – Pavilion. The fund is managed by an institutional-grade portfolio manager with a proven track record of success investing in alternative assets and commodities.

Whether you’re a financial planner, accountant, or tax advisor, becoming a Referral Agent provides a dual benefit of adding a valuable tax-planning tool to your client’s toolkit, while also earning a generous commission upon investment.

Pavilion at a Glance

Performance

Investing in Flow-Through Limited Partnerships can be an important aspect of your client’s tax planning that can help increase retirement savings, prevent clawbacks, and reduce taxable income.
As a Pavilion Referral Agent, you and your clients gain access to our flagship Flow-Through Fund – Pavilion. The fund is managed by an institutional-grade portfolio manager with a proven track record of success investing in alternative assets and commodities.
Whether you’re a financial planner, accountant, or tax advisor, becoming a Referral Agent provides a dual benefit of adding a valuable tax-planning tool to your client’s toolkit, while also earning a generous commission upon investment.

Active Management with Wind-Down

Pavilion is an actively managed fund, which means that the fund will sell shares and return money to investors in the most efficient way, which maximizes the benefits while limiting risks due to the relative illiquidity of the market.

Exploration vs Production

Unlike many other flow-through funds, which invest in companies in the production phase, Pavilion invests solely in the exploration phase. This means that investors in Pavilion are able to take advantage of the exploration deductions, known as Canadian Exploration Expenses (CEE).

Whereas production expenses are only deductible on a declining 30% basis, exploration expenses are 100% deductible in the year of investment. This means the investors can take advantage of additional tax savings and immediately put their money to use.

How Pavilion Differs from Other Flow-Through Funds

As can be seen above, Pavilion sells shares of specific companies over the life of the fund. This helps to maximize the gain per company invested in. With other funds, investors don’t receive the benefit of selling specific companies at opportune moments, and when they want to exit, investors must sell all companies at once, whether the timing is right for all the companies or not.

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