Why Echelon?
Who Are We?
We are Canadian-owned and operated firm established in 2010, and known for our client-centered approach and entrepreneurial spirit. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first.
For Our Advisors
We offer an integrated platform of wealth management, equity research, institutional sales and trading and investment banking services. We foster a collaborative environment, where financial professionals share ideas alongside a diverse, knowledgeable and experienced management team. We also provide professional marketing and branding support, succession planning and advisor retirement programs.
We are a Globe & Mail’s Canada’s Top Growing Company, 2020, with more than $8 billion in assets under administration and management and approximately 60 Advisor teams.
Our Leaders
Echelon’s leaders have been widely recognized throughout their careers to be industry-leaders, thought leaders and support an open and transparent workplace. Our CEO David Cusson, has been twice-named to the Wealth Professionals’ Hot List for 2020 and 2021 as being a champion for the investment industry.
President
Rob is co-founder and President of Echelon Wealth Partners (formerly Euro Pacific Canada). He is a serial entrepreneur, with more than 15 years of corporate finance, capital markets technology and project management experience. Prior to co-founding Euro Pacific in 2010, Rob founded and successfully exited an online furniture importing business and managed a successful information technology consulting practice. Rob brings a unique approach to capital markets services, based on his varied business background. He has an honours degree from Queen's University.
Chief Executive Officer
David is co-founder and Chief Executive Officer of Echelon Wealth Partners (formerly Euro Pacific Canada). He has more than 23 years of experience in the investment industry, with a specialization in wealth management and capital markets. Prior to founding Euro Pacific in 2010 David held senior roles at a number of independent investment dealers including Chief Operating Officer, Chief Compliance Officer, Director of Research and Co-Director of Capital Markets. Throughout his career, David has always taken an active role in the investment industry. In 2012, he was elected as a member of the Ontario District Council for the Investment Industry Regulatory Organization of Canada for a two-year term.
Chairman
Kevin Sullivan was appointed as the Non-Executive Director and Chairman of the Board of Directors for Echelon Wealth Partners in 2022. Kevin is the President of KMS Capital Ltd., a Toronto-based advisory firm. Previously, he was at GMP Capital Inc. since its inception, serving as President from 1996 – 1999 and as CEO of GMP Capital from 1999-2010. He also co-founded Richardson GMP. Kevin has over 30 years of experience and relationships in the capital market industry. As CEO of GMP, he oversaw the creation and growth of GMP Securities LP, GMP Securities Europe LLP and Richardson GMP. He also helped facilitate GMP’s IPO in 2003.
Head of Wealth Management
James is Head of Wealth Management at Echelon Wealth Partners. He has worked in the industry for over 25 years. Prior to joining Echelon, James held roles as an Investment Advisor, Branch Manager, and Regional Director at bank-owned firms in both Calgary and Toronto. James is actively involved in the investment industry and is a member of the Investment Industry Association of Canada’s Private Client Committee. He is a graduate of both Bishop’s University (BA) and Boston University (MSc).
Our Culture
We take pride in ensuring a positive workspace for all our employees through active third-party feedback programs such as the Trust Index Survey by the Great Place to Work, but also by having events for employees and staff that develop camaraderie, relationships and fun rewards.
