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Company: Echelon Wealth Partners Inc.

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Closeup of mallet being hit on stacked coins at table in courtroom

Former rep admitted to misappropriation

Stealing money

Ex-NBF rep admitted to misappropriating clients' funds, as well as other violations


An Ontario court rejected an appeal over IIROC sanctions

Handshake of businessmen - success, congratulation, greeting & business partner concepts

The firms are looking to add scale and grow their wealth management business

  • By: IE Staff
  • March 7, 2023 September 14, 2023
  • 17:41
Newspaper stack

Across multiple industry segments, shifts have occurred

Grand opening, cutting red ribbon

A roundup of the latest advisor and executive moves

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 October 11, 2019
  • 09:00