Echelon to Merge with PI Financial

May 1, 2023

By now you may have heard the news in the media that Echelon Wealth Partners and PI Financial intend to merge, pending regulatory approval.  This merger allows us to become a stronger independent Wealth Management and Capital Markets firm. This is great news as it will give us greater scale, which will allow us to provide our clients with more opportunities and efficiencies.  We will benefit from broader research coverage in different sectors, more access to equity new issues, and expanded financial planning and insurance services.

The attached Echelon Merger Client Memo will be included in your March account statement, but I wanted to provide this to you ahead of time so that you could read the message from our CEO, David Cusson.  We are very excited about this development.  The full merger will not occur until early 2024.  For now, we will operate independently as Echelon Wealth Partners and you will not notice any changes.  We will announce changes as they occur, but these may not be for some time.  In the meantime, please feel free to reach out if you have any questions at all.

Attached please find the Press Release and the message from Echelon’s CEO David Cusson for your further review.