TORONTO, June 30, 2019 – Echelon Partners USA Inc. (Echelon USA) is an affiliate of Echelon Wealth Partners Inc. (Echelon) of Toronto, Canada. Echelon USA will offer wealth management services in the U.S. in 10 states including California, Connecticut, Florida, New Jersey, Nevada, New York, Texas, Virginia, Maryland and Washington. Echelon USA looks forward to developing high-trust relationships with clients looking for superior service and investment expertise from proven Investment Advisors.
Echelon USA offers portfolio management and financial planning services to affluent individuals, households, and corporate clients through discretionary and non-discretionary accounts on a fee-based basis. Our mission is to offer superior advice and solutions in a dynamic and flexible environment that enables clients to achieve their goals.
Echelon USA’s CEO, David Cusson, is happy to bring a client centric wealth management brand that has seen tremendous growth in Canada to the U.S., further enabling our dual-licensed Advisors to grow their businesses separately in both countries. “Our Investment Advisors have access to solutions to meet their clients’ needs and the ability to act in their best interest,” says David.
Chief Operating Officer for Echelon USA, Doug Glover states, “we felt it was time to expand our unique service excellence to U.S. clients.” With the uncertainty in global markets and trust in global financial institutions waning, Echelon has seen an increase in investor demand from the U.S. and wanted to provide a solution for these potential clients seeking a Canadian-styled approach. The company will start with an established team of Investment Advisors and build upon their expertise and reputation to continue to grow the platform in the U.S.
Echelon Partners USA is an affiliate of Echelon Wealth Partners that offers portfolio management and financial planning services to affluent individuals, households, and corporate clients. Our mission is to offer superior financial advice and quality financial solutions in a dynamic and flexible environment that enables clients to achieve their goals. www.echelonpartnersusa.com
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 approximately $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). www.echelonpartners.com.
Echelon Partners USA is an investment advisor firm with its principal place of business located in Canada. Echelon Partners USA and its Echelon Partners USA representatives are in compliance with the current registration requirements imposed upon registered Echelon Partners USA firms by those states in which we maintain clients. Echelon Partners USA may only transact business in those states or other jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. Echelon Partners USA does not provide investment advisory services to residents of the European Union.
Important information describing Echelon Partners USA business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Echelon Partners USA will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request.
This news release is published for residents of the United States. Echelon Partners USA is not soliciting business in international jurisdictions where it is not registered.