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Echelon Wealth Partners and PI Financial announce merger

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Echelon Wealth Partners and PI Financial say they are merging to create a firm with more than $12 billion in client assets. Find out more

Photo by PostmediaTORONTO — Echelon Wealth Partners Inc. and PI Financial Corp. say they are merging to create an investment advisory, wealth management and capital markets firm with more than $12 billion in client assets.THIS CONTENT IS RESERVED FOR SUBSCRIBERS ONLYUnlimited online access to articles from across Canada with one account

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Echelon Wealth Partners plans merger with PI Financial to rival larger independent wealth managersThe Toronto- and Vancouver-based companies say that it will become the country’s second-largest capital markets franchise that is not owned by a major bank
Bron: globeandmail - 🏆 5. / 92 Lees verder »