Toronto, April 26, 2016 – Echelon Wealth Partners Inc. (formerly Euro Pacific Canada Inc.) (“Echelon”) announced today that it has completed its acquisition of Dundee Goodman Private Wealth (“DGPW”) from Dundee Securities Ltd.. A total of 72 investment advisors and related support teams completed the transfer from DGPW to Echelon and will remain in the offices where they are currently located across Canada in Toronto, Montreal, Ottawa, Calgary, Vancouver and Victoria. Echelon also acquired Dundee Securities’ separately managed account program as well as employees related to its fixed income, foreign exchange and insurance businesses.
“This is a human capital business and that is what we feel we acquired in this transaction,” said David Cusson, CEO of Echelon Wealth Partners. “It’s all about the people and we are very pleased to have the 72 partner-advisors and related support staff on board covering areas such as advisor support, compliance, operations, finance, insurance, fixed income and foreign exchange.”
“This transaction builds on our brand as a preeminent independent investment dealer in Canada,” said Robert Furse, president of Echelon Wealth Partners. “We offer independent advisors looking for professional management, stability, scale, a strong financial base and technologically advanced infrastructure so they can better serve their clients.”
About Echelon Wealth Partners
Echelon Wealth Partners is a leading independently owned and operated wealth management and capital markets firm, known for its client-centered approach and entrepreneurial spirit. The company has approximately 100 investment advisors and portfolio managers and more than $4 billion in assets under administration and management. Echelon offers a wide range of services for individuals, households, institutions and corporate clients from our offices in Toronto, Ottawa, Montreal, Calgary, Vancouver and Victoria.
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