Joe is Chairman of Echelon Wealth Partners. He has served in various senior roles in government and the corporate sector. Joe served as the Member of Parliament for Eglinton-Lawrence, Minister of Natural Resources, Minister Responsible for the Greater Toronto Area, and Minister of Finance where he delivered a socially and fiscally balanced budget. He also represented Canada at G7, G20, IMF and World Bank meetings of Finance Ministers and Governors of Central Banks. . He served as the founding president and CEO of the Mutual Fund Dealers Association. He is past president and CEO of the Investment Dealers Association and initiated its division into a self-regulatory organization and trade association (IIROC and IIAC). He also served as executive director of the Ontario Securities Commission. During his private sector career, he held senior positions at Merrill Lynch Royal Securities, Nesbitt Thomson, BMO Nesbitt and First Marathon Securities.
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.
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 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.
Executive Vice President, Head of Wealth Management
Sam was appointed Executive Vice President at Echelon Wealth Partners in April 2015. He has more than 25 years of wealth management and capital markets experience, gained through senior roles at large international brokerage organizations and smaller independent firms. Sam began his career as a regional branch manager at CIBC Wealth Management, before moving on to progressively more senior positions at Midland Walwyn, Merrill Lynch Canada, MGI Securities, Jennings Capital, Union Securities and Chippingham Financial Group. His expertise is in areas such as private client growth, sales management, recruitment and retention. Sam has a bachelor’s degree from Acadia University.
Chief Operating Officer
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.