Echelon Wealth Partners extends institutional sales presence
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
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
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
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.
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
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
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
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
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
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
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.
Other previous firms include Dundee Capital Management, National Bank Financial and First Marathon Securities, where he worked in institutional sales. At Dundee Capital he was charged with restructuring and managing the equity sales and trading departments across Canada.
Echelon Wealth Partners announces new Head of Investment Banking
November 10, 2016
Echelon Wealth Partners Inc. (EWP) today named David G. Anderson its Head of Investment Banking. Mr. Anderson, 63, was most recently 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.
"Mr. Anderson brings extensive senior management and capital markets experience, including acquisitions, divestitures and cross-border transactions, as well as tremendous expertise in resources, and particularly mining," said David Cusson, Chief Executive Officer of EWP. "We are delighted to have David joining our firm and we know he will lead our already successful investment banking group to a much greater presence."
Since January 2014, EWP (and its predecessor nameplate) has raised more than $1.9 billion for corporate clients and was lead or co-lead on more than half of those transactions. EWP's 11-person investment banking team has particular expertise in mining, healthcare, technology, telecom and real estate, as well as special situations, structured investment products and asset management.
Mr. Anderson began his career with the National Energy Board of Canada in 1976 and later was employed by Amoco Production Company from 1978 to 1986 in its Calgary, Chicago and Houston offices. In 1987, Mr. Anderson returned to Canada with Midland Doherty and later joined BBN James Capel, the Canadian investment dealer subsidiary of HSBC, where he was the Managing Director from 1988 to 1995. From 1995 to 1998, Mr. Anderson was a partner and Managing Director with investment dealer, Loewen, Ondaatje, McCutcheon Ltd.
"I am looking forward to working with the Echelon team to help build a leading Canadian independent financial services firm," said Mr. Anderson. "It is a unique and exciting opportunity."
Echelon Wealth Partners Announces Exclusive Partnership with Shaunessy Investment Counsel
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.
SIC is a boutique investment management firm catering to ultra high-net worth family offices and trusts with minimum mandates of $3 million. SIC specializes in diversified, balanced, high-quality, actively managed ETF portfolios that preserve the purchasing power of a client's funds, achieve long-term growth and address interest rate, credit, sector, geographic and currency risk.
EWP initially is offering its clients SIC's proprietary Institutional Global Balanced Composite for investment accounts of $50,000 and greater.
Euro Pacific Canada and Dundee Securities Ltd. announce the sale of Dundee Goodman Private Wealth to Euro Pacific Canada
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
Echelon Wealth Partners Completes Acquisition of Dundee Goodman Private Wealth
April 16, 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.
Echelon Wealth Partners’ Head of Research, Rob Goff, talks top stock picks on BNN - Looking to small caps for big returns
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' 2016 Top Stock Picks show 'exceptional performance'
July 21, 2016
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 Inc. Announces Completion of Equity Financing with Miles Nadal and Peerage Capital
August 09, 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.