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Echelon Wealth Partners @EchelonPartners

We are an independent wealth management and capital markets firm known for our client-centred approach and entrepreneurial spirit.

Joined March 2016
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Echelon Wealth Partners retweeted
Ventum Financial
@VentumFinancial
24 Jun 2024
Ventum Financial Corp. (“Ventum” – formerly PI Financial Corp.) is pleased to announce the successful completion of its amalgamation with Echelon Wealth Partners Inc. (“Echelon”), marking a significant milestone that solidifies its position as a leading independent investment advisory, wealth management, and capital markets firm in Canada. David Cusson, former CEO of Echelon, has assumed the role of CEO of Ventum. Jean-Paul Bachellerie, former CEO of Ventum, has assumed the role of President and COO of Ventum. This strategic alignment of leadership combines the expertise and vision of both firms to enhance client service and operational efficiency. "With offices across Canada, and strong anchors in the east and west, we are well positioned to deliver comprehensive financial solutions tailored to meet the diverse needs of our clients," said David Cusson, CEO of Ventum. "This amalgamation represents a significant step forward in our commitment to excellence and towards becoming the leading independent investment dealer in Canada." "Our combined Private Client Services and Capital Markets teams provide us with the scale needed for future success, enabling continuous investment in our platform and the provision of leading-edge tools and technology for our advisory teams,” said Jean-Paul Bachellerie, President & COO of Ventum. For more information about Ventum, please visit ventumfinancial.com.
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Is inflation over? From highs Canada CPI has gone from 8.1% to 2.7%, UK from 11% to 2.3%, Japan from 4.3% to 2.5%, Eurozone 10% to 2.6% and the US from 9% to 3.3%. The improvement in U.S. data recently was certainly welcome inflation news.
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But inflation is complex with some factors moving slowly and some faster. Notably, economic activity has picked up in 2024 which may slow the decent.
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he good news, inflation and markets are starting to react more to economic data and less to reverberations from pandemic influenced behaviours. Click here to read more:bit.ly/4esfOG5 #InflationTrends #EconomicOutlook #GlobalEconomy
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Echelon Advises @SaturnOilGas on $600 MM Acquisition Financed by $100 MM Bought Deal and US$650 MM High Yield Notes. #EnergyFinance #CapitalMarkets
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We're thrilled to share the incredible impact of our 2023 Impact Day campaign in support of @Hopefordementia. #ImpactDay2023 #HopeForDementia #FightAgainstDementia
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With your support, Hope for Dementia aims to reach over 3,000 individuals by distributing 600 baskets of brain-healthy meals along with valuable information on nutrition and cognitive health.
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Together with Hope For Dementia, we’re making a real difference in the fight against dementia and other cognitive disorders.
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As equity/bond correlations have moved into a higher regime, investors have been stretching to find different sources of diversification for portfolios. Click here to read more: bit.ly/45hFz7W #PortfolioPositioning #MarketInsights #Bonds

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After all that is when you actually want diversification benefits. One cautionary note is there is usually a lot of time between each crisis. Given many of these diversifiers suffer more modest returns over time, overuse may result in a smoother ride to a lower-end wealth point.
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Lower volatility can't be spent in retirement. Bonds still work, and slightly more defensive diversifiers are clearly warranted in a positively correlated world - everything in moderation.
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Recession risk has certainly faded and economic growth has firmed somewhat. Is this the start of an accelerating global economy? This ain't that. Click here to read more: bit.ly/3V9Q4p7 #GlobalEconomy #Dividends #MarketInsights

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The consumer appears to be weakening and much of the other economic improvement appears to be a bounce off depressed manufacturing/global trade activity.
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Also included is a look at dividends given how well cyclical yield has performed vs interest rate sensitives. This divergence is now pretty extreme and could be setting the table for a reversal.
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Markets are very calm. Looking at measures of volatility, the stock market, bond market and even currency markets are all reading historically low volatility. So is it the calm before the storm or just more calmness ahead? Click here to read more: echelonpartners.com/the-calm…

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If the seasons are any indication, the summer months tend to be pretty quiet. Not always of course. Then we have election risk, which hasn't crept into the markets yet… #StockMarket #MarketInsights #BondMarket
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Echelon Capital Markets Congratulates Volatus Aerospace Corp. on its transformative merger of equals with Drone Delivery Canada Corp. #Merger #MergeofEquals #Technology #CapitalMarkets
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