Echelon Wealth Partners extends institutional sales presence

Toronto, April 24, 2017 –Echelon Wealth Partners Inc. (Echelon) announces the launch of a dedicated institutional sales team in its Vancouver office. The team, led by Senior Vice President Chris Dabbs, joins the firm’s 15-person institutional sales and trading presence, which also has offices in Toronto and Montreal.

The Vancouver office will cover clients in British Columbia and Alberta. Mr. Dabbs is a native of Ontario who moved to Vancouver in 1999 to help build the West Coast business of Dundee Securities. Mr. Dabbs’ team includes Michael Forge, CFA, a Vancouver native who has worked with Mr. Dabbs since 2009.

“Among independent investment firms like ours, institutional coverage typically resides in Toronto,” said David Doritty, Head of Institutional Sales and Trading at Echelon. “However, Echelon has distribution in Vancouver and Montreal, as well as Toronto – which is significant for a firm of our size. We’re anticipating strong demand from clients in the West as we offer an alternative to the banks or the bank-like firms.”

Mr. Dabbs added, “A void has developed on the West Coast as some independent firms have shut down or consolidated. Institutional clients have gotten tired of research analysis based on promoting investment banking deals. We operate more as a gatekeeper, or curator, and focus on presenting good ideas to clients. We don’t want to bring you every idea in the world. We want to bring you good ideas.”

Echelon has a research team of eight equity analysts, led by Head of Research Rob Goff, covering 99 names and bringing more than 100 years of equity capital market experience. The team is known for its independent coverage of high growth, under covered, entrepreneur-driven equities.

“We are looking forward to introducing our analysts to the buy side here in Vancouver as we have good ideas to present. We are focused on the client and the return and not just trying to earn the fee – we’ll do something to groom the relationship and the fee will come in time,” said Mr. Dabbs.