Echelon Wealth Partners Inc. – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 03 Jul 2025 18:56:21 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Echelon Wealth Partners Inc. – Investment Executive https://www.investmentexecutive.com 32 32 Dealer sanctioned over gatekeeping failure https://www.investmentexecutive.com/news/from-the-regulators/dealer-sanctioned-over-gatekeeping-failure/ Thu, 03 Jul 2025 12:46:00 +0000 https://www.investmentexecutive.com/?p=514235 CIRO panel revokes third-party order https://www.investmentexecutive.com/news/ciro-panel-revokes-third-party-order/ Mon, 13 Jan 2025 22:14:03 +0000 https://www.investmentexecutive.com/?p=500120 Rep fined, banned in CIRO settlement https://www.investmentexecutive.com/news/rep-fined-banned-in-ciro-settlement/ Mon, 29 Jan 2024 19:38:00 +0000 https://www.investmentexecutive.com/?p=479396 Former rep fined, banned by CIRO https://www.investmentexecutive.com/news/former-rep-fined-banned-by-ciro/ Wed, 01 Nov 2023 19:56:17 +0000 https://www.investmentexecutive.com/?p=474343 Court upholds OSC decision denying rep’s appeal https://www.investmentexecutive.com/news/court-upholds-osc-decision-denying-reps-appeal/ Tue, 11 Apr 2023 18:01:12 +0000 https://www.investmentexecutive.com/?p=463703 Echelon Wealth to merge with PI Financial https://www.investmentexecutive.com/news/echelon-wealth-to-merge-with-pi-financial/ Tue, 07 Mar 2023 22:41:21 +0000 https://www.investmentexecutive.com/?p=461663 Industry moves this week https://www.investmentexecutive.com/news/industry-moves-this-week-7/ Fri, 24 Jun 2022 15:48:50 +0000 https://www.investmentexecutive.com/?p=447041 Industry moves this week https://www.investmentexecutive.com/news/industry-moves-this-week-3/ Fri, 20 May 2022 18:04:23 +0000 https://www.investmentexecutive.com/?p=444849 Echelon acquires Dundee Securities https://www.investmentexecutive.com/news/echelon-acquires-dundee-securities/ Fri, 14 Dec 2018 11:00:36 +0000 https://www.investmentexecutive.com/?p=360165 Echelon Wealth appoints chief client officer https://www.investmentexecutive.com/news/echelon-wealth-appoints-chief-client-officer/ Tue, 02 Oct 2018 18:00:32 +0000 https://www.investmentexecutive.com/?p=356654