TORONTO, ON, November 8, 2019 - Echelon Wealth Holdings Inc. (Echelon), the parent company of Echelon Wealth Partners, has acquired Vestcap Investment Management Inc. As part of the acquisition, Echelon is pleased to welcome veteran professionals Roger Glassco, Nugent Schneider, Jeff Pollock and Trevor McHaney to the team. The acquisition will see Echelon’s client assets grow to approximately $6 billion.
Joining Echelon Wealth Partners was an exciting venture for Schneider who has led the Vestcap team for the past 30 years, "Echelon was the right choice for our clients", states Schneider. "Our clients' service preferences will evolve in the years to come and we were looking for a partner who was like-minded in delivering high-touch personal service."
Echelon continues its three-year nationwide expansion, becoming a destination for Advisors and their clients, attracting significant deal-flow and establishing itself as a strong independent firm. David Cusson, CEO, considers this to be an exciting time for Echelon. “Our focus for 2019 has been the cultivation of a trust culture both for our clients as well as our organization. The alignment with Vestcap ensured that we had a partner who also valued our principles of character, capability and reliability."
Echelon’s growth over the previous three years has helped the company make significant investments in its people, infrastructure and services and continues to propel it to the top for Advisors looking for a high-trust environment for both their clients and themselves. Echelon is proud to have been recently certified as a Best Place To Work in the Financial and Insurance category of Great Place to Work©. This global standard certification indicates that our team trusts the people they work for, have pride in what they do, and build collaborative teams with their colleagues.
Echelon Wealth Partners Inc. is a Canadian independent wealth management and capital markets firm known for its client-centred approach and innovative, entrepreneurial spirit. The company has approximately 60 Advisor and Portfolio Manager Teams with more than $6 billion in assets under administration and management. Echelon offers a wide range of financial services for individuals, households, institutions and corporate clients from its offices in Toronto, Oakville, Ottawa, London, Montreal, Saskatoon, Calgary, Edmonton, Vancouver and Victoria. Echelon Wealth Partners is a member firm of the Investment Industry Regulatory Organization of Canada (IIROC) and a member of the Canadian Investor Protection Fund (CIPF). For more information, please visit www.echelonpartners.com.
Vestcap Investment Management was founded in 1988 with the goal of providing clients with highly personalized and attentive investment management services. Vestcap has four portfolio managers serving more than 200 families. www.vestcap.com