Merger of equals.
PI Financial Corp. (PI) is proud to announce that we will be merging with Echelon Wealth Partners Inc. (Echelon) to create a leading investment advisory, wealth management, and capital markets firm.
PI and Echelon have offices across Canada, and the amalgamation will create a truly national firm that will serve clients with greater scale, deeper experience and expertise, and enhanced service offerings. With over 550 employees, including 210 investment advisors and over 80 capital markets professionals, the amalgamated firm will be well-positioned to leverage new opportunities, accelerated growth, and value creation.
To access the press release on Cision PR Newswire, click here.
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