David Anderson has spent the past 18 years with Dundee Securities, most recently as the firm’s vice chairman
The dealer has entered into an exclusive partnership with Shaunessy Investment Counsel to sell its custom ETF portfolios
Echelon, formerly known as Euro Pacific Canada, has been growing in recent months as it completed the acquisition of Dundee Goodman Private Wealth this past spring
72 former Dundee Goodman Private Wealth advisory teams join Echelon
The investment dealer has changed its name to Echelon Wealth Partners