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Canadian Wealth Manager Echelon Completes Acquisition

Eliane Chavagnon Editor - Family Wealth Report April 27, 2016

Canadian Wealth Manager Echelon Completes Acquisition

Echelon Wealth Partners, which has offices across Canada and one in Tokyo, is the official owner of Dundee Goodman Private Wealth.

Echelon Wealth Partners (formerly Euro Pacific Canada) has completed its acquisition of Dundee Goodman Private Wealth from Dundee Securities.

A total of 72 investment advisors and related support teams have moved from DGPW to Echelon and will remain in the offices where they are currently located across Canada in Toronto, Montreal, Ottawa, Calgary, Vancouver and Victoria.

Echelon also acquired Dundee Securities' separately-managed account program, as well as employees related to its fixed income, foreign exchange and insurance businesses.

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