Chairman & President
Rob is co-founder and President of Echelon Wealth Partners (formerly Euro Pacific Canada). He is a serial entrepreneur, with more than 15 years of corporate finance, capital markets technology and project management experience. Prior to co-founding Euro Pacific in 2010, Rob founded and successfully exited an online furniture importing business and managed a successful information technology consulting practice. Rob brings a unique approach to capital markets services, based on his varied business background. He has an honours degree from Queen's University.
Chief Executive Officer
David is co-founder and Chief Executive Officer of Echelon Wealth Partners (formerly Euro Pacific Canada). He has more than 23 years of experience in the investment industry, with a specialization in wealth management and capital markets. Prior to founding Euro Pacific in 2010 David held senior roles at a number of independent investment dealers including Chief Operating Officer, Chief Compliance Officer, Director of Research and Co-Director of Capital Markets. Throughout his career, David has always taken an active role in the investment industry. In 2012, he was elected as a member of the Ontario District Council for the Investment Industry Regulatory Organization of Canada for a two-year term.
Chief Compliance Officer
Louis was appointed Chief Compliance Officer at Echelon Wealth Partners in March 2016, bringing more than 30 years of experience in the financial industry to the company. He has worked in Canada and the U.S. in a variety of roles, most recently as Chief Compliance Officer at Dundee Securities Corporation. Louis previously held senior compliance positions at National Bank Financial and First Marathon Securities. Earlier in his career, he worked at TD Bank in New York City and in the trading department at Pitfield Mackay Ross. Louis has a bachelor’s degree in economics from The University of Western Ontario and an MBA in international business from Dalhousie University.
COO and CFO
Doug joined Echelon Wealth Partners in April 2016 as Chief Operating Officer and Chief Financial Officer. He is responsible for oversight of the finance division and general operations. Doug’s career spans more than 35 years, including more than 25 years in senior management roles at large and small independent firms. Prior to joining Echelon, Doug was Head of Operations at Dundee Securities where he served on a team responsible for multiple acquisitions and operational integrations. Earlier in his career, Doug spent 12 years with the full-service independent firm Deacon Capital Corporation working his way up to the role of Chief Financial Officer.
Head of Research,
Technology, Special Situations
Chief Marketing Officer &
Chief Client Officer