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.
