Echelon Wealth Partners Acquires Dundee Securities

December 15, 2018

On December 14, 2018, Echelon Wealth Partners Inc. (“Echelon”) announced that it had acquired Dundee Securities Ltd. from Dundee Global Investment Management Inc.

Echelon is a leading Canadian independent wealth management and capital markets firm with more than $5 billion in assets under administration and management. Echelon offers a wide range of financial services for individuals, households, institutions and corporate clients from its offices in Toronto, Oakville, Ottawa, London, Montréal, Saskatoon, Calgary, Edmonton, Vancouver and Victoria. Echelon is a member firm of the Investment Industry Regulatory Organization of Canada (IIROC).  Dundee Securities (also a member of IIROC) was an indirect wholly-owned subsidiary of Dundee Corporation, a public Canadian independent holding company.

Geoff Clarke (Corporate/M&A) and Jonathan Tong (Capital Markets & Securities) of Miller Thomson advised Echelon with respect to securities registration and regulatory compliance matters.