Echelon Wealth Partners acquires Dundee Securities

14 December 2018

Team:

Pam Vermeersch, Aaron Goldstein , Bettina Burgess, Khiam Nong, Shefali Rajaputra, Colin Green, Carole Chouinard

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

Echelon is a Canadian independent wealth management and capital markets firm with more than $5 billion in assets under administration and management. Dundee Securities was an indirect wholly-owned subsidiary of Dundee Corporation, a public Canadian independent holding company.

Gowling WLG advised Echelon in this acquisition with a team that was led by Andre Poles and Marek Lorenc and included Pam Vermeersch, Aaron Goldstein, Spencer Ebbert and Amanda Stevens (corporate/M&A); Bettina Burgess, Khiam Nong and Shefali Rajaputra (employment); Colin Green and Carole Chouinard (tax); Leila Burden Nixon and Travis Evens (lending); Jason Hayward (real estate); assisted by corporate law clerk Janis Cain.

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Echelon Wealth Partners acquires Dundee Securities

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