Echelon Wealth Partners is an independent Canadian wealth management and capital markets firm founded in 2010 and headquartered in Toronto. The firm merged with PI Financial in March 2023 and manages over $8 billion in assets with around 60 advisor teams. Echelon operates across Canada, with offices in major cities including Toronto, Vancouver, and Calgary. The firm offers a range of services, including client-centered wealth management, portfolio management, retirement planning, equity research, institutional sales, trading, and investment banking. Echelon also supports financial advisors with resources for succession planning, retirement programs, and marketing. Their focus is on building lasting relationships with individual investors through independent advice and providing platform resources for financial professionals. CEO David Cusson has been recognized in Wealth Professionals’ Hot List for his leadership.