Toronto, March 3, 2017 – Echelon Wealth Partners is one of Canada’s fastest growing independent wealth management and capital markets firms with a reputation for a strong client- centred approach and a dynamic partnership culture. With over 80 financial advisors and portfolio managers, Echelon is growing at a steady pace, while safely managing over $4 billion in AUM.

David Cusson, Co-founder and CEO of Echelon Wealth Partners, told us he chose PortfolioAid’s suite of solutions, including PortfolioAid360° and Point of Sale 360° because he recognized the value that our solutions would provide in meeting IIROC regulatory requirements and ensuring a strong culture of compliance at their private wealth management firm.

PortfolioAid is a company that instinctively understands our industry and the people in it. They know our financial advisors want efficient, simple, and up-to-date products to help them serve their private wealth clients better.”

—David Cusson

Quick Facts

Echelon Wealth Partners

www.echelonpartners.com

  • Echelon was co-founded in 2010 by David Cusson and Rob Furse as Euro Pacific Canada (Europac)
  • In 2016 Europac acquired Dundee Goodman Private Wealth, changed the combined company’s name to Echelon Wealth Partners and completed a $27 million equity financing with Miles Nadal and Peerage Capital Group.