TORONTO, February 4, 2019 - Echelon Wealth Partners Inc. (Echelon) announced today that Mark Henderson is joining the company as its new Head of Institutional Sales and Trading, filling the position previously held by David Doritty who recently became Echelon’s Vice-Chairman.
Mark brings a wealth of Canadian and international experience in institutional cash equity product and equity research sales to Echelon’s team with previous leadership roles at Barclays Canada and Citigroup on both Bay and Wall Street. Mark will continue to expand Echelon’s footprint and expand its distribution channels through which institutional clients transact on a daily basis.
Echelon continues its strategic expansion by investing in human capital that reinforces its main objective of becoming our clients’ most trusted Advisor. David Cusson, CEO, is excited to add Mark to its Senior Leadership Team, focusing on the need in the industry to lead by example and reinvigorate the public’s trust in financial institutions. While the industry faces tough questions about sales practices, David realizes “it is imperative that as an organization, we continue to recruit, develop and implement people and policies that exemplify the moniker ‘your trusted advisor’.” This is true he says, whether for private or institutional clients.
As Mark initiates his new role at Echelon, he will be seeking opportunities to maximize revenue for the firm, while building on the culture of trust under development at the firm. Mark says, “I was impressed with what Echelon has accomplished in such a short period of time, including its recognition as a ‘Great Place to Work®’. Echelon has experienced rapid growth thus far, and given it’s still early, this is an exciting opportunity to help shape and mould Echelon’s place in the industry.”
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 58 Advisor and Portfolio Manager Teams with more than $5 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