Profil
Mr. David F.
Cusson, CFA, is a Chief Executive Officer at Echelon Partners USA, Inc. and at Echelon Wealth Partners, Inc. 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 he 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, he 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.
Postes actifs de David Floyd Cusson
| Sociétés | Poste | Début |
|---|---|---|
Echelon Wealth Partners, Inc.
 Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm. | Directeur Général | 01/02/2010 |
Echelon Partners USA, Inc.
 Echelon Partners USA, Inc. Investment ManagersFinance Part of Echelon Wealth Holdings, Inc., Echelon Partners USA, Inc. provides investment advice. The company is based in Toronto, Canada. The Canadian company was founded in 2018. David Floyd Cusson has been the CEO of the company since 2018. | Directeur Général | 01/11/2018 |
Anciens postes connus de David Floyd Cusson
| Sociétés | Poste | Fin |
|---|---|---|
Integral Wealth Securities Ltd.
 Integral Wealth Securities Ltd. Investment Banks/BrokersFinance Integral Wealth Securities Ltd. is an independent Canadian securities dealer headquartered in Toronto, Ontario. The firm was founded by John Gibson in 2004 and provides a full array of trading and execution services to emerging companies in three principal sectors: oil + gas, metals + mining and diversified industries. They also work closely with institutional and ultra-high-net-worth investors who seek attractive risk adjusted returns through participation in these sectors via new issues or the secondary markets. | Directeur des opérations | - |
| Echelon Wealth Partners, Inc. (Investment Management) | Directeur Général | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Integral Wealth Securities Ltd.
Integral Wealth Securities Ltd. Investment Banks/BrokersFinance Integral Wealth Securities Ltd. is an independent Canadian securities dealer headquartered in Toronto, Ontario. The firm was founded by John Gibson in 2004 and provides a full array of trading and execution services to emerging companies in three principal sectors: oil + gas, metals + mining and diversified industries. They also work closely with institutional and ultra-high-net-worth investors who seek attractive risk adjusted returns through participation in these sectors via new issues or the secondary markets. | Finance |
Echelon Wealth Partners, Inc.
Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm. | Finance |
| Echelon Wealth Partners, Inc. (Investment Management) | Finance |
Echelon Partners USA, Inc.
Echelon Partners USA, Inc. Investment ManagersFinance Part of Echelon Wealth Holdings, Inc., Echelon Partners USA, Inc. provides investment advice. The company is based in Toronto, Canada. The Canadian company was founded in 2018. David Floyd Cusson has been the CEO of the company since 2018. | Finance |
