Echelon Wealth Partners announces partnership

By Staff | October 17, 2016 | Last updated on October 17, 2016
1 min read

Echelon Wealth Partners (EWP) has teamed up with Calgary-based portfolio manager Shaunessy Investment Counsel. The partnership will provide EWP clients access to the firm’s ETF portfolio platform.

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EWP will initially offer its clients Shaunessy’s proprietary Institutional Global Balanced Composite for investment accounts of at least $50,000.

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Terry Shaunessy, president and portfolio manager, has been a senior institutional research manager and institutional portfolio manager for more than 30 years, holding executive senior positions with HSBC Asset Management, Gordon Capital, Gryphon Investment Counsel and Merrill Lynch.

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The staff of have been covering news for financial advisors since 1998.