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Client Work

Echelon Wealth Partners completes acquisition of certain assets of Dundee Goodman Private Wealth

Fasken
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Overview

Client

Dundee Securities Ltd.

On April 25, 2016, Echelon Wealth Partners Inc. (“Echelon”) acquired certain assets from Dundee Goodman Private Wealth (“DGPW”), a division of Dundee Securities Ltd. A group of 72 investment advisors and related support teams completed the transfer from DGPW to Echelon and will remain in the offices where they are currently located across Canada in Toronto, Montreal, Ottawa, Calgary, Vancouver and Victoria. Dundee Securities Ltd. will remain focused on building a wealth management division that provides integrated and diversified financial products and services focused on the high-net worth and ultra-high-net worth markets. Fasken Martineau advised Dundee Securities Ltd. in this transaction with a team that was led by Garth Foster and including Dan Law, Magdalena Chmurzewski and Ederlyn Magno.

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