ECHELON WEALTH PARTNERS
Echelon Wealth Partners is a wealth management financial services company located in Toronto.
ECHELON WEALTH PARTNERS
Industry:
Financial Services Wealth Management
Founded:
2010-01-01
Status:
Active
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Current Employees Featured
David Cusson Co-Founder & CEO @ Echelon Wealth Partners
Co-Founder & CEO
2010-02-01
Stefan Quenneville Director of Life Sciences and Biotech Research @ Echelon Wealth Partners
Director of Life Sciences and Biotech Research
2020-10-01
Rob Furse Chairman & President @ Echelon Wealth Partners
Chairman & President
2009-01-01
Founder
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2022-07-06 | VSBLTY | Echelon Wealth Partners investment in Post-IPO Equity - VSBLTY | 5 M USD |
| 2022-03-29 | VOTI Detection | Echelon Wealth Partners investment in Post-IPO Equity - VOTI Detection | 2.36 M USD |
| 2022-03-10 | Patriot One Technologies | Echelon Wealth Partners investment in Post-IPO Equity - Patriot One Technologies | 10 M USD |
| 2022-03-08 | GoGold Resources | Echelon Wealth Partners investment in Post-IPO Equity - GoGold Resources | 46 M CAD |
| 2021-12-13 | XMachina | Echelon Wealth Partners investment in Seed Round - XMachina | 2.46 M USD |
| 2021-05-20 | Pan Global Resources | Echelon Wealth Partners investment in Post-IPO Equity - Pan Global Resources | 10 M CAD |
| 2021-03-09 | Aleafia Health | Echelon Wealth Partners investment in Post-IPO Equity - Aleafia Health | 22.7 M USD |
| 2021-01-27 | NanoXplore | Echelon Wealth Partners investment in Post-IPO Equity - NanoXplore | 46 M CAD |
| 2020-12-31 | Avicanna | Echelon Wealth Partners investment in Post-IPO Equity - Avicanna | 5.83 M USD |
| 2020-11-13 | Fronsac Real Estate Investment Trust | Echelon Wealth Partners investment in Post-IPO Equity - Fronsac Real Estate Investment Trust | 17.25 M CAD |
More informations about "Echelon Wealth Partners"
IN THE MATTER OF Echelon Wealth Partners and Stephen Burns – …
5 days ago Toronto (Ontario), December 30, 2024 – Following a motion hearing on December 16, 2024, a hearing panel of the Canadian Investment Regulatory Organization (CIRO) …See details»
Hearing Notice - IN THE MATTER OF Echelon Wealth Partners and …
4 days ago Echelon Wealth Partners Inc. and Stephen Burns – Notice of Hearing and Statement of Allegations. The alleged contraventions occurred while Stephen Burns was a Registered …See details»
AFFAIRE Echelon Wealth Partners et Stephen Burns – Audience sur …
4 days ago Toronto (Ontario), le 31 décembre 2024. – Les intimés dans l’affaire Echelon Wealth Partners (Echelon) et Stephen Burns ont présenté une demande d’ajournement de la …See details»
Hearing Notice - CIRO to Hold a Liability Hearing for Echelon …
Jun 5, 2024 The Canadian Investment Regulatory Organization (CIRO) is the national self-regulatory organization that oversees all investment dealers, mutual fund dealers and trading …See details»
Echelon Wealth Partners faces action by Canada’s industry …
May 1, 2024 Canadian Investment Regulatory Organization has launched a disciplinary hearing against Echelon Wealth Partners Inc. and one of its employees over gatekeeping failures with …See details»
Hearing Notice - IN THE MATTER OF Echelon Wealth Partners and …
Oct 4, 2024 The Respondents in the matter of Echelon Wealth Partners (Echelon) and Stephen Burns brought motions for further disclosure and particulars pursuant to the Investment Dealer …See details»
Hearing Notice - IN THE MATTER OF Echelon Wealth Partners and …
4 days ago The Respondents in the matter of Echelon Wealth Partners (Echelon) and Stephen Burns brought a motion before a hearing panel of the Canadian Investment Regulatory …See details»
Canada's Echelon Was Caught in Frozen Hedge Fund's …
Nov 2, 2023 Canada's Echelon Was Caught in Frozen Hedge Fund's Net. Canada’s Echelon Wealth Partners Inc. says it’s one of the firms that was caught with trading positions from doing business with a troubled hedge fund that has …See details»
Hearing Notice - IN THE MATTER OF Echelon Wealth Partners
4 days ago TORONTO, Dec. 31, 2024 /CNW/ - The Respondents in the matter of Echelon Wealth Partners (Echelon) and Stephen Burns brought a motion before a hearing panel of the …See details»
Decision Notice - IN THE MATTER OF Echelon Wealth Partners
Nov 19, 2024 Echelon Wealth Partners Inc. and Stephen Burns – Notice of Hearing and Statement of Allegations Further to the motions, the hearing panel made the following orders: 1.See details»
Decision Notice - IN THE MATTER OF Echelon Wealth Partners
4 days ago TORONTO, Dec. 30, 2024 /CNW/ - Following a motion hearing on December 16, 2024, a hearing panel of the Canadian Investment Regulatory Organization (CIRO) dismissed …See details»
Canadian wealth firms to merge into $12 billion AUM powerhouse
Mar 8, 2023 Two Canadian investment advisory and wealth management firms have agreed a merger and filed for regulatory approval in the latest industry consolidation.. Echelon Wealth …See details»
Echelon Wealth Partners - Canadian Investment Regulatory …
Mar 27, 2024 Echelon Wealth Partners Inc. and Stephen Burns – Notice of Hearing and Statement of Allegations. Notices about this Proceeding: 03/27/24. CIRO to Hold a Disciplinary …See details»
The McEwen Group - About our team - RBC Wealth Management
As an RBC Echelon wealth strategist, Dean partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop …See details»
Decision Notice - IN THE MATTER OF Echelon Wealth Partners and …
4 days ago Following a motion hearing on December 16, 2024, a hearing panel of the Canadian Investment Regulatory Organization (CIRO) dismissed the motion brought by Echelon Wealth …See details»
Echelon Wealth Partners faces action by Canada’s industry …
Canadian Investment Regulatory Organization has launched a disciplinary hearing against Echelon Wealth Partners Inc. and one of its employees over gatekeeping failures with U.S. …See details»
AFFAIRE Echelon Wealth Partners et Stephen Burns – Décision sur …
5 days ago Toronto (Ontario), le 30 décembre 2024. – À la suite d’une audience sur requête tenue le 16 décembre 2024, une formation d’instruction de l’Organisme canadien de …See details»
The Columbia Group - About our team - RBC Wealth Management
He is currently a member of the Board of Trustees of the Infinity Wellness Foundation, an organization formed to combat childhood obesity in Washington, DC. ... As an RBC Echelon …See details»
Echelon Wealth Partners Inc. and PI Financial Corp. Announce
Mar 7, 2023 Echelon Wealth Partners Inc. is a leading independent Wealth Management and Capital Markets firm based in Toronto, Ontario, with over 60 advisor teams, and over $20 …See details»
echelon wealth partners jobs in woodbridge, ontario
1 echelon wealth partners job available in woodbridge, ontario. See salaries, compare reviews, easily apply, and get hired. New echelon wealth partners careers in woodbridge, ontario are …See details»