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Company: Echelon Wealth Partners Inc.

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Customer Relationship Management handshake provider and customer flat illustration

Veteran advisor Les Sherman makes the switch

moving wealth with a group of trees shaped as pie chart financial graphs

Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath

Echelon, BLG team up to create “capital pool company”

Value Capital Trust can complete certain types of M&As and financings on a more tax-efficient basis than a traditional capital pool

The former finance minister replaces founding chairman Campbell Deacon, who is stepping back because of health reasons

  • By: IE Staff
  • June 26, 2017 July 2, 2019
  • 09:00

David Anderson has spent the past 18 years with Dundee Securities, most recently as the firm’s vice chairman

  • By: IE Staff
  • November 10, 2016 July 2, 2019
  • 14:20
ASC orders former broker to pay more than $500,000 for violating securities laws

The dealer has entered into an exclusive partnership with Shaunessy Investment Counsel to sell its custom ETF portfolios

  • By: IE Staff
  • October 17, 2016 July 1, 2019
  • 11:20
FAIR Canada not in favour of regulators’ stance on best interest standard

Echelon, formerly known as Euro Pacific Canada, has been growing in recent months as it completed the acquisition of Dundee Goodman Private Wealth this past spring

72 former Dundee Goodman Private Wealth advisory teams join Echelon

The investment dealer has changed its name to Echelon Wealth Partners