Dundee Securities
About Dundee Securities
Dundee Securities is a Financial Services company founded in 1998, and was acquired by Echelon in December 2018. Wealth management services are provided to clients by the firm. Its chief executive, as recorded, is David Cusson. Its focus areas include Asset Management and Wealth Management.
Company details
Dundee Securities was founded in 1998 as a wealth management firm. Operations are centered on financial advisory and investment services for individual and institutional clients. Leadership is provided by CEO David Cusson. The company maintains an online presence via dundeesecurities.com. Focus remains on portfolio management and asset allocation strategies within the financial services sector.
- Stage Acquired
- SectorsFinancial Services
- Website dundeesecurities.com
- Acquired by Echelon (Dec 2018)
- Investors
- Acquired byEchelon
(Dec 2018)
Investors in Dundee Securities
Dundee Securities has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Ventum Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management, portfolio services, financial planning, and advisory are provided. | echelonpartners.com | Toronto, Canada |
Investor details for Dundee Securities
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People of Dundee Securities
1 people are tracked at Dundee Securities (1 in leadership).
| Name | Role | Group |
|---|---|---|
David Cusson | CEO | Leadership |
Complete people profiles for Dundee Securities
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Timeline of Dundee Securities
2 dated milestones of Dundee Securities across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Dundee Securities is founded.
- Exit Acquired by Echelon.
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Related news about Dundee Securities
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Frequently Asked Questions about Dundee Securities
Dundee Securities was founded in 1998.
David Cusson is the CEO of Dundee Securities, as recorded in our data.
Dundee Securities was founded in 1998 as a wealth management firm. Operations are centered on financial advisory and investment services for individual and institutional clients. Leadership is provided by CEO David Cusson. The company maintains an online presence via dundeesecurities.com. Focus remains on portfolio management and asset allocation strategies within the financial services sector.
Dundee Securities has 1 investor. Key investors include Ventum Financial.
Yes. Dundee Securities was acquired by Echelon in December 2018.