Echelon Wealth Partners announces partnership

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.

Read: Echelon loses advisors after acquisition, but made profit

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

Read: How to work with small investors

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.

Also read: Are share buybacks good for your client’s portfolio?

Staff

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