Echelon Wealth Partners acquires Dundee Securities

1 minute read
14 December 2018

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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