Leading independent wealth management and capital markets firm
Shareholder Buyout and Merger
PI Financial
Leading national investment dealer with over $7 billion AUA
Advised on Shareholder Buyout and Merger of Company
Advised PI Financial on shareholder buyout and merger with Echelon Wealth Partners
IMAP is pleased to announce the shareholder buyout and merger of PI Financial with Echelon Wealth Partners
Founded in 1982, PI Financial is one of Canada’s largest independent investment dealers, with approximately 300 employees, serving clients from Toronto to Vancouver.
Echelon Wealth Partners (“Echelon”) is a leading independent wealth management and capital markets firm headquartered in Toronto and serving clients across Canada.
Capital West acted as financial advisor to PI Financial’s shareholder on this transaction.
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