News & Media

Echelon Wealth Partners and Borden Ladner Gervais launch Canada’s first trust as “Capital Pool Company”

Toronto, August 08, 2017 - - Echelon Wealth Partners Inc. (Echelon) announces it has partnered with Borden Ladner Gervais (BLG) to structure the first trust in Canada that qualifies as a “capital pool company” under the policies of the TSX Venture Exchange -- Value Capital Trust (TSXV: VLU.P.V). By structuring the capital pool company as a trust, an entity can now complete certain types of mergers and acquisitions and financings on a more tax, cost and time efficient basis than a traditional capital pool company that is organized as a corporation which could then convert to a trust if desired. The trust structure is often preferred for REITs and other certain businesses that distribute income to investors.

Echelon CEO David Cusson named to prestigious Young Presidents’ Organization

Toronto, July 12, 2017 - - Echelon Wealth Partners Inc. (Echelon) announced today that David Cusson, the firm’s Chief Executive Officer, has been accepted as a member of the prestigious Young Presidents’ Organization (YPO).

Former Finance Minister Joe Oliver joins Echelon Wealth Partners as Chairman

Toronto, June 26, 2017 - - Echelon Wealth Partners Inc. (Echelon) announced today that former federal Finance Minister, the Hon. Joe Oliver, P.C., has joined the firm as Non-Executive Chairman of the Board. He succeeds Campbell Deacon, who will continue with Echelon as a Special Advisor.

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.

Rob Goff - Joe Natale is poised to maintain momentum at the telecom

Toronto, April 20, 2017 - Rob Goff, head of research and new media analyst at Echelon Wealth Partners, tells BNN newly-minted Rogers CEO Joe Natale is poised to maintain momentum at the telecom

Pot stocks soaring: Why investors are willing to overlook the risks - The Globe and Mail

Toronto, March 28, 2017 - Canadian pot stocks soared on Monday amid reports that Ottawa is readying to announce legislation to legalize the recreational use of marijuana before April 20, considered a celebratory day in cannabis culture.

Ottawa sticks to weed plans, and that de-risks the market: Echelon Wealth Partners

Toronto, March 28, 2017 - According to Russ Stanley, equity analyst at Echelon Wealth Partners, news that the federal government will follow through with legalization for a recreational market in April means the space has been “de-risked” meaningfully in the last 24 hours.

Echelon Wealth Partners to provide advisory services to medical cannabis producer PharmaCielo Ltd.

Toronto, February 22, 2017 - Echelon Wealth Partners Inc. (Echelon) announces it has been retained to provide equity financing advisory services to PharmaCielo Ltd.

PharmaCielo Ltd. is a Toronto-based global company founded in 2014, with a focus on processing and supplying all natural, medicinal-grade cannabis oil extracts and related products to large channel distributors internationally. A wholly owned subsidiary, PharmaCielo Colombia Holdings S.A.S., is headquartered at the company’s Nursery and Propagation Centre in Rionegro, Colombia, a well-established centre for cut-flower-growing, supplying the global market.

Echelon Wealth Partners adds seasoned professionals to its research and institutional sales groups

Toronto, February 08, 2017 - Echelon Wealth Partners Inc. announces that Todd Johnson has joined the firm as Managing Director, Institutional Sales. Mr. Johnson is a highly-regarded professional with 15-plus years at a number of leading boutique and independent Canadian investment dealers. His presence at Echelon will further strengthen Echelon’s trading and sales activity in the small to mid-cap space. Mr. Johnson is a Bachelor of Science graduate of Babson College and is a Certified Investment Manager.

More advisors move to Echelon from HollisWealth

Toronto, January 06, 2017 - The investment advisor team led by Gerard Gardiner has joined Echelon Wealth Partners Inc. As a result, Echelon is also opening a new branch office in Saskatoon, Sask.

Echelon Wealth Partners adds new branch in Saskatoon SK, increases its Western Canada presence

Toronto, January 05, 2017 - Echelon Wealth Partners Inc. (Echelon) announces the opening of a new branch office in Saskatoon SK and the addition of a new Investment Advisor team led by Gerard Gardiner, effective immediately.

The Saskatoon office joins Echelon’s branch network which currently covers Montreal QC, Ottawa ON, Toronto ON, Oakville ON, London ON, Calgary AB, Vancouver BC and Victoria BC.

Echelon Wealth Partners adds veteran research analysts and extends coverage of cannabis companies

Toronto, December 21, 2016 - Echelon Wealth Partners Inc. (Echelon) today announced that veteran research analysts Russell Stanley and Matthew O’Keefe have joined the firm.

Mr. Stanley, who has more than 18 years of capital markets experience including 12 years as an equity research analyst, will cover special situations and the growing cannabis sector. He is a former head of research and brings with him a stellar track record at a number of well-recognized independent boutique firms. He has an MBA in Finance and Strategy from the Schulich School of Business at York University and is a Charter of Financial Analysts (CFA) charterholder. “I am excited about the opportunity for growth at Echelon and in particular, its strong direction in the independent dealer space,” said Mr. Stanley.

Echelon snaps up HollisWealth Advisors - and is looking for more

Toronto, December 09, 2016 - The news of IA Financial’s buy of HollisWealth is still fresh, but advisors from HollisWealth are already on the move.

Echelon Wealth Partners has acquired a team from HollisWealth. The advisors are Brian Mercer, vice-president and portfolio manager of Mercer Private Counsel, and his team: Frank Hubbs, associate investment advisor; Jolene Vandewiel, executive assistant; and Becky Mercer, office administrator.

Echelon Wealth Partners announces new Executive Vice President of Institutional Sales and Trading

TORONTO, December 05, 2016 - Echelon Wealth Partners Inc. (Echelon) today named David Doritty its Executive Vice-President responsible for Institutional Sales and Trading. Mr. Doritty was most recently at Mackie Research Capital Corp., where he worked first as a consultant and then as Deputy Chairman for the period May 2015 to October 2016.

Echelon Wealth Partners announces new Head of Investment Banking

Toronto, November 10, 2016 - Echelon Wealth Partners Inc. (EWP) today named David G. Anderson its Head of Investment Banking. Mr. Anderson, 63, was most recently was Vice Chairman of Dundee Securities Ltd. Over his 18 years at Dundee, he was a member of the firm's investment banking and capital markets team, which he headed for many years.

Echelon Wealth Partners Announces Exclusive Partnership with Shaunessy Investment Counsel

Toronto, October 17, 2016 - Echelon Wealth Partners (EWP) has launched an exclusive partnership with renowned Calgary-based portfolio manager Terry Shaunessy to provide its wealth management clients with access to Shaunessy Investment Counsel's (SIC) tactical, globally balanced, diversified and custom ETF portfolio platform.

Echelon Wealth Partners Inc. Announces Completion of Equity Financing with Miles Nadal and Peerage Capital

Toronto, August 9, 2016 - Echelon Wealth Partners Inc. (“Echelon”) announces it has completed an initial $27 million financing with Miles Nadal and Peerage Capital Canada Limited (“Peerage Capital”). Echelon’s current shareholders also include the company’s senior management and employees.

Echelon Wealth Partners' 2016 Top Stock Picks show 'exceptional performance'

Hear from each of our analysts on how well these small caps have done - and what is expected of them for the second half of 2016

Echelon Wealth Partners’ Head of Research, Rob Goff, talks top stock picks on BNN - Looking to small caps for big returns

Toronto, July 21, 2016 - Echelon Wealth Partners is releasing its mid-2016 top stock picks which includes 4 new additions to the list. Managing Director Rob Goff joins BNN to discuss what they look for when investing in companies and the potential small caps hold.

Echelon Wealth Partners Completes Acquisition of Dundee Goodman Private Wealth

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..

Euro Pacific Canada and Dundee Securities Ltd. announce the sale of Dundee Goodman Private Wealth to Euro Pacific Canada

TORONTO, [January 21, 2016] - Euro Pacific Canada (“Euro Pacific”) and Dundee Securities Ltd., have entered into a definitive agreement, in which Euro Pacific will acquire Dundee Goodman Private Wealth (“DGPW”), a division of Dundee Securities Ltd. Upon completion of this transaction 78 investment advisors and related support teams will move from DGPW to Euro Pacific. Approximately $3.5 billion of investible client assets will also be transferred to Euro Pacific.

About Echelon

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. We are a growing firm with 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, Victoria, Saskatoon, London, Edmonton and Tokyo.

Media Contact

Patricia Best
Chief Communications Officer
416-304-7811
patricia.best@echelonpartners.com