Our executive team is led by independent investment industry veterans who provide Echelon Partners USA with strong vision and leadership.
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.
COO and CFO
Doug joined Echelon Wealth Partners in April 2016 as Chief Operating Officer and Chief Financial Officer. He is responsible for oversight of the finance division and general operations. Doug’s career spans more than 35 years, including more than 25 years in senior management roles at large and small independent firms. Prior to joining Echelon, Doug was Head of Operations at Dundee Securities where he served on a team responsible for multiple acquisitions and operational integrations. Earlier in his career, Doug spent 12 years with the full-service independent firm Deacon Capital Corporation working his way up to the role of Chief Financial Officer.
Chief Compliance Officer
Mark is Chief Compliance Officer of Echelon Partners USA. Mark also joined Echelon Wealth Partners Inc., an introducing broker-dealer in Canada and an affiliate of Echelon Partners USA Inc., in May 2017 as Senior Manager, Compliance. He is responsible for the compliance oversight of the Wealth Management division. Prior to joining Echelon, Mark was a Business Conduct Compliance Examiner at the Investment Industry Regulatory Organization of Canada (“IIROC”). Earlier in his career, Mark spent 4 years with Dundee Securities where he worked his way up to the role of Compliance and AML Officer.
Our advisors have the experience and expertise to serve a wide variety of needs, interests and investment requirements.
Being independent, they also have the freedom to offer investment and financial planning advice, always putting the best interests of clients first. Our advisors take seriously their responsibility to build and preserve their clients’ investment portfolios. Investors come to Echelon Partners USA for our expertise, integrity and focus on their individual and financial and goals.
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Echelon Partners USA Inc. is an investment advisor registered with the U.S. Securities and Exchange Commission. All investment advisory services are provided to you through Echelon Partners USA Inc. More information about Echelon Partners USA Inc, Is available at https://www.adviserinfo.sec.gov/. Echelon Wealth Partners Inc. (“Affiliate”) is an affiliate of Echelon Partners USA Inc. Although our affiliate is referenced in this website, affiliate does not provide investment advice regarding securities on investment advisory services to any of our U.S. clients.